Taiwan Semiconductor (TSMC) continues to attract investment due to its critical role in manufacturing advanced AI chips for all major designers. Despite a recent 15.69% share price drop, TSMC's strong revenue growth of 41.2% in Q3, high profitability with gross margins over 66%, and robust cash flow support ongoing purchases. Expansion into new fabs globally, including Arizona and Japan, and increasing production capacity for next-gen chips underpin a positive outlook. Risks include geopolitical tensions with Taiwan, but diversification and overseas investments help mitigate this. The investor prefers TSMC over chip designers like NVIDIA and Intel due to its broad customer base and manufacturing dominance.
The investor's confidence in Taiwan Semiconductor's role in next-gen chip manufacturing is reflected in active buying on Pluang, where as of Nov 03, 2026 23:01 WIB, TSM shares trade at USD 407.72, up 2.28% for the day. The stock holds a market cap of $1.85 trillion and sees a strong buy interest with 74% of orders favoring purchases. This ongoing demand highlights investor faith in TSM's growth and global expansion despite recent price volatility.
Taiwan Semiconductor Manufacturing Company (TSMC) exceeded its Q3 revenue guidance by $920 million, driven by AI-focused high-performance computing now making up 68% of its revenue. The company is accelerating its 2nm chip production, aiming to more ...
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NVIDIA, Micron, and TSMC, key players in the AI semiconductor supply chain, show strong growth potential even if AI budgets slow in 2027. Each controls a critical part of the AI hardware market: NVIDIA designs accelerators, Micron supplies high-bandw...
