Taiwan Semiconductor Manufacturing Company (TSMC) dominates the advanced chip foundry market, crucial for AI and high-performance computing (HPC). In Q1, HPC accounted for 61% of wafer revenue, with advanced nodes making up 74%, reflecting tight capacity and rising demand. TSMC reported a 17.5% year-over-year revenue increase in April and expects over 30% growth in 2026, supported by significant capital expenditure plans. Despite geopolitical risks centered on Taiwan, TSMC is expanding globally with fabs in the U.S., China, and Japan, maintaining strong pricing power and market control. The stock trades at a premium but is still valued below its growth and moat potential, making it a key player in the AI economy.
Taiwan Semiconductor Manufacturing (TSMC) shares recently fell below $400, presenting a potential buying opportunity due to strong AI-driven revenue growth and solid earnings. The stock has nearly doubled from its 52-week low, supported by TSMC's dom...
Taiwan's critical role in semiconductor manufacturing, especially for AI chips, has intensified geopolitical tensions between the US and China, both heavily invested in the island's future. China views Taiwan as a core interest and has not ruled out ...
Michael Burry, famous for predicting market crashes, has declared in May 2026 that the stock market has peaked, citing the rapid rise in semiconductor and tech stocks like NVIDIA as reminiscent of the 2000 dot-com bubble. Despite strong fundamentals ...
Hong Kong-based Prime Capital Management, led by Liu Yijun, has achieved impressive returns in 2026 by focusing investments on a few top-performing stocks like Nvidia, Taiwan Semiconductor, Micron, and Tesla. The fund's strategy of concentrated bets ...
Taiwan Semiconductor Manufacturing Co. announced a $31.28 billion capital expenditure plan to expand its advanced chip manufacturing capabilities. This move aims to meet rising global demand driven by artificial intelligence, 5G, and high-performance...
