Taiwan Semiconductor Manufacturing Co. Stock News

A major Asia-based analyst gave a bearish outlook for the iPhone 16 based on early preorders. However, this may be skewed by the rollout of Apple Intelligence, which won't happen until October.

Arm Holdings should see a double benefit from the iPhone 16. Cirrus is the company with the biggest ties to the iPhone's success.

I calculated an upside of about 70% for TMC, supporting my buy recommendation. Key partnerships with AI leaders like NVIDIA, AMD, and Apple ensure a steady revenue stream and highlight its critical role in AI innovation. Robust financial performance, including consistent revenue growth and strong profit margins, underscores its operational efficiency and ability to invest in future technologies.

Chip stocks have been on a rather rocky ride over the past few weeks, as a range of headwinds have hit this sector hard.

TSMC's improved addressable market indicates that it could sustain its impressive growth for a long time. Healthy growth and an attractive valuation show why the foundry giant could deliver stronger gains than Nvidia.

AI stocks have driven the bull market for the last two years. Good value in AI stocks can be hard to find.

The rapid scaling of AI infrastructure by major tech companies has led to challenges in estimating AI investment costs and returns for enterprises, but this is temporary, in my view. Despite TSMC's crucial role in AI development, Nvidia is attracting more investor attention due to political uncertainties surrounding Taiwan. TSMC's revenue and earnings growth are strong, with stable margins, mak...

TSMC is set to benefit from a new wave of iPhone demand. AI-related products are expected to grow at a rapid pace.