Taiwan Semiconductor Manufacturing Company (TSMC) is seen as a strong long-term investment despite recent declines caused by AI-related sector volatility and political changes. Its leadership in advanced chip technology, including innovations like N2 nodes and CoWoS packaging, positions it well to benefit from future tech cycles such as AI. TSMC also boasts strong financial health with software-like margins, robust cash flow, low debt, and significant pricing power as the sole producer of the most advanced chips. While short-term market sentiment may cause price swings, the analyst is confident in accumulating TSMC shares during downturns for long-term gains.
As of Nov 09, 2026 23:51 WIB, TSMC shares are trading at USD 390.80 on Pluang, showing a positive 1-day change of 4.09%. The company holds a significant market capitalization of $1.67 trillion and offers a dividend yield of 1.08%. This strong market presence complements the company's leadership in advanced chip technology highlighted in the news.
Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly exploring entry into advanced memory production, specifically vertically stacked 3D DRAM, following a request from its major customer NVIDIA. This move targets the highly profitable AI s...
Shares of Taiwan Semiconductor Manufacturing Company (TSMC) rose 6.26% after reports that it might begin producing vertically stacked DRAM memory chips for Nvidia, its top customer. Neither company has confirmed the plans, and TSMC has not announced ...
Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC r...
Semiconductor companies like Nvidia, AMD, and TSM saw a sharp sell-off, with the SMH ETF dropping more than 11% in one day. This decline comes despite these companies generating strong free cash flow and playing a critical role in AI computing and ag...
Taiwan Semiconductor Manufacturing (TSMC) saw its stock drop over 26% amid a Nasdaq sell-off, but strong fundamentals and AI demand support a bullish outlook. The U.S. tax credit under Section 48D aids TSMC's expansion in America, reducing geographic...
