Taiwan Semiconductor Manufacturing Co. Stock News

Taiwan Semiconductor Manufacturing (TSM -6.68%) is the world's leading semiconductor (chip) foundry. Its foundry business model means it makes chips tailored to its customers' specific needs, and key partners include Nvidia, Apple, and Advanced Micro Devices.

Taiwan Semiconductor Manufacturing (TSM -6.68%), popularly known as TSMC, is having a forgettable 2025 so far despite starting the year on a bright note. Shares of the foundry giant have slipped by more than one-third from the 52-week high they achieved on Jan. 24.

Trump's announced tariffs have caused market turbulence, particularly impacting semiconductor stocks. I will analyze how these tariffs might affect different semiconductor companies, considering potential cost increases and other factors. The situation remains uncertain due to possible exemptions and rule changes, and I plan to update this analysis after the next earnings reports.

TSMC produces over 90% of the world's advanced AI chips, including Nvidia's H100, AMD's MI300X, and Google's TPU. AI infrastructure spending is projected to grow from $230B in 2024 to over $300B in 2025, directly benefiting TSMC. TSMC's CoWoS packaging triples capacity by 2025, enhancing AI chip efficiency and capturing high-margin revenue.

There's a lot of understandable concern in the market right now. Tariff uncertainty and worries that rising prices could lead to an economic slowdown are pushing share prices down across nearly every sector, artificial intelligence (AI) stocks included.

With the stock market going through a downturn due to uncertainties about how tariffs will (or won't) affect the economy, it's opening up several investment opportunities in the artificial intelligence (AI) realm. AI has been the dominant trend in the market since 2023, so it should come as no surprise that these stocks are the first to sell off because investors are taking gains.

Investors are on the hunt for opportunities as the Nasdaq leads the stock market into bear territory. Here are a few cues for the coming week.

Intel Corp (NASDAQ:INTC, ETR:INL) and Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) have reportedly reached a preliminary agreement to form a joint venture (JV) that may mark a turning point in Intel's ambitious foundry strategy, analysts at UBS believe. Per media reports, TSMC would acquire its 20% stake through the contribution of technology and personnel, versus capital inves...