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TSMC set to become essential global computing utility with strong growth and dividends despite geopolitical risks.

Market News
23 Oct 2026
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Bullish
TSMC set to become essential global computing utility with strong growth and dividends despite geopolitical risks.

Taiwan Semiconductor Manufacturing Company (TSMC) is projected to become a critical utility for global computing within five years, serving AI chips, smartphone processors, and data centers. The company reported strong Q3 revenue growth of 41.2% year-over-year and raised its 2026 growth outlook to around 44%, with high profitability and substantial free cash flow. Despite geopolitical risks related to Taiwan, TSMC is expanding production capacity overseas, including new fabs in Arizona and Japan, to ensure resilience. The company’s strong financials and strategic expansion support a long-term investment thesis focused on steady dividends and growth.

Taiwan Semiconductor Manufacturing Company (TSMC) holds a market cap of $1.91 trillion and a dividend yield of 0.98% as of Oct 24, 2026 00:02 WIB on Pluang. The stock price is USD 417.78 with a 1-day gain of 1.32%, reflecting steady investor interest alongside its strategic global expansion. Pluang data shows a strong buy sentiment with 69% of order activity favoring purchases, supporting the company’s profile as a key player in global computing infrastructure.

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