Taiwan Semiconductor Manufacturing Company (TSMC) is rated Buy due to its unmatched resilience and dominant position in global chip production. Its business model focuses on physical volume growth and long-term B2B contracts, insulating it from AI-related price wars. Despite systemic geopolitical and macroeconomic risks, TSMC's diversified customer base and unique human capital provide strong structural protection compared to fabless peers. The company is expected to deliver 10–25% annual EPS and revenue growth, supported by minimal debt and stable dividends, making it a solid long-term investment anchor.
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
Taiwan Semiconductor Manufacturing Company (TSMC) posted impressive Q2 results, with earnings per share rising 74% and revenue up 34%. Despite this strong performance, TSMC's shares fell due to market worries over its elevated capital expenditure gui...
Semiconductor ETFs like VanEck Semiconductor ETF (SMH), Corgi Lithography & Semiconductor Photonics ETF (EUV), and iShares MSCI Taiwan ETF (EWT) have seen strong gains but recently experienced a pullback. Despite this dip, the demand for semiconducto...
Taiwan Semiconductor (TSM), Nvidia, and ASML dominate the AI semiconductor supply chain, with TSM planning a 10% price increase next year due to pricing tensions with ASML and delayed equipment installations. Despite capital expenditure expansions by...
TSMC is investing $200 billion in U.S. semiconductor manufacturing following President Trump's 2025 return, driven by political pressure to produce chips domestically. This expansion raises production costs by 20-50% compared to Taiwan, squeezing pro...
