Taiwan Semiconductor Manufacturing Co. Stock News

Taiwan Semiconductor faces high stakes amid the US-China trade war. TSM needs to localize more American semiconductor manufacturing quickly to assuage President Trump. TSMC's dominant position suggests even if chips tariffs were to hit later, it should strengthen its ability to pass on the costs to its customers.

Generally speaking, stock prices move based on reactions to quarterly earnings or economic indicators such as inflation or unemployment rates. At the moment, those variables have taken a back seat to another gigantic topic: swaying investor sentiment.

With the stock market ping-ponging from the constant shift in the Trump administration's proposed tariffs and trade policy, investors might wonder how to handle the situation. In this environment, it's best to stick to the stocks of market-leading companies that should prosper over the long run.

Taiwan Semiconductor's shares have dropped 21% YTD, but I'm still bullish due to robust AI chip demand and strong growth prospects. TSMC's U.S. manufacturing strategy, bolstered by the CHIPS Act, reduces geopolitical risks and enhances operational stability, driving future growth. TSMC's Arizona fab outperforms Taiwanese counterparts, attracting major customers like Nvidia and AMD, and potentia...

It's not an easy matter to make predictions about the stock market, since no one really knows what it will do from day to day or even year to year. (Over long periods, though, it has always gone up.

AMD said Tuesday that some of its central-processing units for data centers will be made at Taiwan Semiconductor Manufacturing's site in Arizona.

If you've got some undeployed cash that you're looking to invest in the stock market, I've got two fantastic stocks that look like excellent buys. However, there is a disclaimer on these stocks: you'll need to hold them for at least three to five years to get the full benefit.

TSMC's 14% price drop since my last analysis offers deep value amid strong Q1 growth, resilient margins, and AI-led demand. U.S.-led trade realignment favors TSMC as China share declines; geopolitical shifts may further concentrate growth in allied markets. Stock trades at 22.3x non-GAAP P/E vs. a 5-year average of 34; with $9.50 EPS forecast, a 25x multiple implies ~50% 12-month upside.