Taiwan Semiconductor Manufacturing Co. Stock News

TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price hikes and better‑than‑expected 2nm yields support a plausible new gross margin plateau above 60% from Q4 FY25 onward. TSM is accelerating its second Arizona fab, with 3nm production now targeted fo...

The artificial intelligence (AI) revolution has expanded rapidly since 2023, powering applications from chatbots to autonomous systems and driving trillions in market value.

Taiwan Semiconductor is a key supplier in the AI buildout. Amazon's financial success largely depends on the performance of its cloud computing wing.

TSM stock hit an all-time high with some help from Nvidia. Two small-cap names also reached new levels, and one has climbed nearly sevenfold.

Nvidia and Taiwan Semiconductor are benefiting from the AI infrastructure boom. Meta and Pinterest are social media stocks that are seeing their revenue driven by AI.

Nvidia remains well positioned to benefit from the ongoing artificial intelligence (AI) infrastructure buildout. TSMC has become an invaluable player in the semiconductor space.

Taiwan Semiconductor Manufacturing is a key supplier for the AI hyperscalers. Wall Street expects the chip foundry to produce 21% revenue growth next year.

Nvidia, Amazon, and Alphabet all have strong AI moats in different ways that give them an edge over the competition. Taiwan Semiconductor is the backbone of AI creation and is trading at an excellent price.