TSM Taiwan Semiconductor Manufacturing Company Limited

Investing.com-- Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) is evaluating a potential investment in Texas to expand chip production in the U.S., Reuters reported on Wednesday, citing two people familiar with the matter.

Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software

FormFactor is Nvidia’s second-biggest supplier of chip-testing equipment. Deutsche Bank says the stock is a Buy.

Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.

The world's largest contract chipmaker is evaluating a potential Texas expansion on top of its enormous manufacturing commitment in Arizona.

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TSMC increased its Arizona commitment by $100 billion in July, bringing the total from $165 billion to $265 billion.

Taiwan Semiconductor Manufacturing already plans to invest big in the U. S.—$265 billion. Taiwan Semiconductor is considering whether to build a second American manufacturing hub in Texas, according to Reuters and Taiwanese media, which cited sources familiar with the matter. Taiwan Semi’s American depositary receipts were down 0.6% Wednesday in premarket trading.

Anthropic filed confidentially for an IPO at a valuation that would place it above some of the most established names in tech, yet its financials raise hard questions about whether public markets will price ambition the same way private backers did.

Wall Street Has a Big Question for ASML and TSM Before Earnings

The U.S. is pouring billions into domestic semiconductor manufacturing to secure its AI ambitions, but replicating Taiwan’s decades-old chipmaking ecosystem could be far harder than building factories. US Bets Big on Domestic AI Chip Manufacturing The U.S. is stepping up efforts to reduce its reliance on Taiwan for advanced AI chips, with Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) U.S. investment commitment reaching $265 billion. The planned expansion includes six logic fabs, two advanc

The world's largest chip foundry is bound to benefit as long as heavy AI spending persists.

More capacity may unlock another wave of equipment spending.

JPMorgan favors semiconductors, but TSMC must turn sustained spending into profitable leading-edge and packaging utilization.

Wells Fargo sees TSMC's potential increase in advanced-chip production as an additional opportunity for semiconductor equipment companies.

Taiwan Semiconductor Manufacturing (NYSE:TSM) faces a changing supply chain as Vanguard and NXP open a 300mm fab in Singapore under their VisionPower Semiconductor Manufacturing Company joint venture. The new VisionPower facility expands offshore manufacturing capacity for automotive and industrial chips using 300mm wafers. Suppliers of high bandwidth memory and advanced cooling and packaging materials are gaining a bigger role in AI chip production economics. The VisionPower fab launch in...

TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a position my friends think I already own enough of.

Turney Duff chats with Barron's associate editor Al Root, Kelly Intelligence founder and CEO Kevin Kelly, and Cleo Capital managing director Sarah Kunst about whether it's time to buy the dip on tech stocks.

Taiwan Semiconductor's AI-driven growth, capacity investments and A14 roadmap set it apart as United Microelectronics expands its AI and specialty-chip business.

A dual-industry leader and a foundational artificial intelligence (AI) hardware company are among the top holdings of at least five billionaire investors each.

AI safety just moved from theory to headline risk, as OpenAI’s decision to halt GPT-6.1 Astra and rising scrutiny on agentic models put the spotlight on who can keep powerful systems secure. That shift creates an opening for investors watching companies tied to confidential computing and secure cloud. This article walks through three stocks exposed to this news and explains why their positioning around AI security could matter for your portfolio. The three stocks covered below are just a...

Synopsys software sits inside nearly every advanced AI chip on the market, yet the stock trades at a fraction of its closest rival's multiple. Here is why analysts and our model see a significant gap between where shares are and where they belong.

As TSMC stock teases a breakout, it flashes telltale indicators and provides multiple ways to view the chart action.

Oil prices are rattling rate expectations again, and the chip sector is cracking under the pressure in ways that reveal a sharp divide between two of its biggest names.

TSMC Stock Gets a Fresh AI Catalyst as 2nm Orders Surge

Cadence expanded its partnership with TSMC across advanced chip-design and packaging technologies used for AI and high-performance computing.

ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.

A venture by Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. is considering a second chipmaking plant in Singapore to meet growing demand.

Investing.com-- Taiwan Semiconductor Manufacturing Co (TW:2330) is accelerating the expansion of its advanced 2-nanometre manufacturing capacity as strong demand from artificial intelligence and high-performance computing customers boosts orders, according to Taiwanese publication EDN.

TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.

Taiwan Semiconductor Manufacturing has been a major beneficiary of investor interest in high-end chips, and the latest share price level now raises a simple question for you as a shareholder or watcher. Is the current valuation of Taiwan Semiconductor adequately backed by the cash the business can realistically generate over time, or is the market leaning too hard on the story? Over the past 3 years, Taiwan Semiconductor Manufacturing has delivered a very large share price gain of about...

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends entirely on which version of AMD's story plays out.

Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom Energy and its peers all ride artificial-intelligence tailwinds, as AI stocks stage a powerful rebound. Fuel-cell firm and AI power play Bloom Energy broke out Friday.

The stock market faces a week of Fed speeches, September jobs and Micron earnings, as well as special events from SpaceX, Tesla and OpenAI.

Few companies are in a league of their own quite like this one.

After Nvidia, AMD and Apple design the AI chips and TSMC makes them, ASE Technology steps in to complete the process.

Kaohsiung's validation hub may shorten qualification cycles without adding disclosed revenue-producing packaging capacity.

AI-driven demand is boosting semiconductor stocks, with ADI, SMTC, TSM and ASMIY positioned for growth across chips and AI infrastructure.

HSBC just flipped its rating on Synopsys with a price target that towers above Wall Street consensus, and the reasoning behind it reframes the chip design giant as something the market may not have priced in yet.

AMD trades at an 80x forward P/E while TSMC commands a 45% net margin, a stark contrast that frames the growth-versus-stability trade-off.

Rising Treasury yields are reshaping market preferences, putting dividend growth stocks like EnerSys and Amgen in focus for income and growth.

A month ago, only seven technology stocks appeared in the IBD 50 and none in the top 25, as the outlook for artificial intelligence dimmed. Today, tech stocks are back in force with the likes of Nvidia, Advanced Micro Devices, Palantir and Taiwan Semiconductor showing up on the list. As of Wednesday, 16 tech stocks were on the list, and most of their charts are looking swell.

AMD is the latest semiconductor stock to reach a trillion-dollar market cap.

Micron's Q4 results are likely to reflect the benefits of AI-driven memory demand, a favorable supply-demand environment and better pricing.

Synopsys (NasdaqGS:SNPS) expanded its collaboration with TSMC, rolling out certified design flows and new IP for advanced process nodes. The two companies introduced agentic AI features within Synopsys design tools to support complex AI, HPC and edge computing chips. Synopsys and Alchip Technologies reported new technical results on ultra high density chip to chip interconnects for AI data center hardware. These fresh Synopsys partnerships on AI design flows and ultra dense interconnects...

ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Applied Materials trades near 27 times. That modest premium raises a useful question: how much should investors pay for a near-monopoly? The […]

The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event took place.

Taiwan Semiconductor Manufacturing (NYSE:TSM) plans to lift wafer foundry prices by 3% to 6% starting in 2027. The largest increases are planned for advanced process nodes used in high performance computing and AI chips. Management is preparing the multi year pricing update as capacity remains tight for AI related demand and advanced packaging through 2030. This planned 3% to 6% wafer pricing move for 2027 is worth weighing against the rest of our findings. Check out 1 major warning sign...

On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]