Taiwan Semiconductor Manufacturing Co. Stock News

Nvidia has created a wide moat by building a strong ecosystem around its chips. ASML has a monopoly on the technology used to make advanced chips.

Alphabet is arguably the best-positioned AI company in the world. TSMC has become the heart of the semiconductor industry.

IonQ has developed advanced quantum computing technology, but the industry's long-term benefits are unproven. Taiwan Semiconductor is the leading manufacturer of most AI processors.

Nvidia is still well-positioned to benefit from increasing AI infrastructure spending. Tech behemoth Microsoft has been firing on all cylinders lately, led by Azure.

Arm Holdings addresses one of artificial intelligence's biggest and most unexpected stumbling blocks. Building new semiconductor manufacturing factories is complicated as well as expensive.

Taiwan Semiconductor is the world's largest chip foundry. All of the major AI players utilize TSMC's foundry.

Some analysts see Microsoft and Taiwan Semiconductor as the two best AI stocks to buy right now, but most analysts are bullish on their growth prospects. Microsoft is benefiting from artificial intelligence due to its status as the largest software company and second-largest public cloud.

TSMC's Q3 2025 results confirmed its structural strength, posting 40.8% YoY revenue growth and a 50.6% operating margin, driven by expanding AI and HPC demand amid global capacity diversification. ASML's Q3 2025 reflected resilient EUV equipment demand, 51.6% gross margin, and €5.4 B in bookings, as management reaffirmed AI-driven lithography intensity and long-term revenue potential up to €60 ...