Taiwan Semiconductor is a key part of the AI buildout. New chip technology is launching in 2026.
Apple and Tesla are excluded from the new grouping. Broadcom and Taiwan Semiconductor are key additions.

TSMC says some facilities evacuated after quake

11:00am, Saturday, 27'th Dec 2025
TSMC , the world's largest contract chipmaker, said on Saturday that a small number of its facilities in the Hsinchu science park, where it is headquartered, reached evacuation criteria following an e
The Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) delivered a 35% return in 2025, outperforming Vanguard's largest funds and signaling emerging markets might finally be having their moment. With
Laffont is a huge believer in the artificial intelligence (AI) investment trend. Nvidia and TSMC are slated to thrive due to increased data center spending in 2026.
Fulton Breakefield Broenniman LLC trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 2.5% in the undefined quarter, according to its most recent 13F filing with the
Eagle Capital Management LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) in the undefined quarter, according to the company in its most recent Form 13F filin
Intel CEO Lip-Bu Tan said 2025 was a defining turning point for the company as major AI funding deals with Nvidia and SoftBank, a 79% stock surge and improving financial results helped fuel Intel's tu
TSMC's earnings per share are expected to grow at a 22% annualized rate. Management expects chip revenue from AI to grow over 40% annually through 2029.
ASML's equipment is essential to producing the world's most advanced semiconductors. TSMC has effectively leveraged ASML's equipment to produce the world's most advanced chips.

TSMC: Why 2026 Will Be Even Bigger

12:11pm, Friday, 26'th Dec 2025
TSMC's 2025 rally validated my 2024 Buy; I'm extending it into 2026 because AI/HPC demand remains early, supporting sustained TSM earnings momentum and premium valuation multiples. Q3 delivered a majo
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Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $313.98 this month.
TSMC's foundry models allow it to manufacture specialized chips that tech companies design themselves. TSMC has a virtual monopoly on artificial intelligence (AI) chip manufacturing.
Semiconductor sales are set to approach $1 trillion in the new year. The stronger growth in sales of chips and semiconductor equipment in 2026 should be a tailwind for the companies discussed.
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