Taiwan Semiconductor Manufacturing (TSMC) continues to benefit from the growing demand for advanced AI chips, with 79% of its wafer revenue coming from cutting-edge 7nm and smaller nodes. Despite the volatility and heavy borrowing in the AI sector, TSMC's strong margins, robust free cash flow, and expanding revenue make it a reliable investment. The company is expanding production beyond Taiwan with new fabs in Arizona, reducing geopolitical risks. Management expects 44% revenue growth in 2026 and aims for sustained long-term growth and high margins, positioning TSMC as a stable 'tollbooth' in the AI chip supply chain.
As of Oct 21, 2026 20:03 WIB, Taiwan Semiconductor Manufacturing (TSMC) trades at USD 431.40 on Pluang, showing a 1.49% increase in the last day. The stock holds a significant market cap of $1.92 trillion and sees a balanced order activity with 60% of investors buying and 40% selling. This steady interest aligns with TSMC's role as a key player in the AI chip supply chain, supporting its position as a reliable technology sector leader.
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 17% quarter-on-quarter revenue increase to $46.8 billion in Q3 2026, driven mainly by higher wafer prices from new 3nm and 2nm contracts rather than volume growth. While short-term margins ...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
Technology stocks recently declined due to concerns over how data center expansions are financed, rather than fundamental weaknesses. Taiwan Semiconductor reported a strong 41.2% year-over-year revenue growth driven by high demand for AI chips, with ...
The iShares Core MSCI Total International Stock ETF (IXUS) is rated a Buy due to its undervalued growth potential and attractive pricing compared to U.S. equities. IXUS offers diversified exposure to international sectors like technology, financials,...
