Taiwan Semiconductor Manufacturing Company Limited (TSM)

Wall Street Analysts Think TSMC (TSM) Is a Good Investment: Is It?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Taiwan Semiconductor: Attractively Valued AI Cornerstone

Taiwan Semiconductor continues to outperform, with stellar Q2 2025 results and robust YoY growth in revenue, EPS, and margins, reaffirming my "Strong Buy" rating. Business momentum is driven by leadership in advanced nodes, surging AI/HPC demand, and broadening end-market strength, especially in IoT and smartphones. Aggressive reinvestment, a fortress balance sheet, and industry-leading R&D position TSM to maintain its technological edge and capitalize on secular AI trends.

TSM Expands Global Footprint: Growth Engine or Margin Headwind?

Taiwan Semiconductor ramps up global chip fabs to meet AI demand, but rising costs may pressure margins.

Taiwan Semiconductor sees August sales surge on robust AI demand

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) saw its total sales in August climb 24% year over year to NT$335.77 billion (New Taiwan dollar), which places the world's biggest contract chipmaker solidly ahead of plan with about 70% of expected Q3 sales booked, according to analysts at Wedbush. They noted that a weaker Taiwan dollar is benefiting TSMC sales in local currency, while also pointing out that the company in recent quarters has outperformed expectations in the first two months of the quarter before then reporting results closer to the initial guide.

Our H2 2025 Top Ideas

The US economy is showing signs of slowing, with the labor market cooling, consumer sentiment weak, Q3 GDP expected to slow to ~1.3%, and inflation still above the Fed's 2% target. Stagflation is now becoming a real risk. Markets are expensive; the S&P 500 is near all-time highs, and broad-market ETFs like VOO, QQQ, and VTI may only deliver modest returns over the next few years.

Top China Tech Stocks Defying Persistent U.S.-China Trade Friction

China's technological resilience amid the trade tension with the United States suggests that one can watch PDD, TCEHY, TSM and BILI as AI, EVs and robotics lead the way.

TSM vs. ASML: Which Semiconductor Stock Has Better Upside Potential?

TSMC outpaces ASML with stronger growth, robust AI demand and a more attractive valuation.

Taiwan Semiconductor Stock Up 26% in 6 Months: Hold or Book Profits?

TSM outpaces peers with a 26% stock surge, boosted by AI-driven growth and record earnings, but macro risks and costs make holding the wiser play.

Taiwan Semiconductor Falls on China News—Buy The Dip?

More news is coming out for the technology sector in the United States, as the issues of trade and tariffs are still ongoing and targeting the semiconductor industry like never before. This time, a direct impact has been made on shares of Taiwan Semiconductor Manufacturing NYSE: TSM as President Trump has restricted the company's presence and dealings with China.

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TSMC: An Undervalued AI Winner

TSMC stands out as a dominant, pure-play semiconductor foundry with unmatched scale, deep partnerships, and technological leadership. The company is a clear "picks-and-shovels" AI beneficiary, supplying essential chips to leading tech giants and poised for rapid AI-driven revenue growth. Despite industry cyclicality and geopolitical risks, TSMC's operational efficiency and global expansion support resilient, long-term profitability.

Chip Giant TSMC Shares Drop 2% After US Revokes Waiver For China Shipments

Morris Chang, TSMC's founder and chairman until his retirement in 2018, ranks the 782nd-richest person in the world with an estimated net worth of $5.1 billion. Chang held about 125 million shares as of a 2018 filing with the Securities and Exchange Commission, accounting for a roughly 0.5% stake.

Better Artificial Intelligence Stock: ASML vs. Taiwan Semiconductor

The artificial intelligence (AI) boom has been fueled by large tech companies developing impressive AI models that can handle increasingly complex tasks. But a sometimes overlooked aspect of AI are the companies that manufacture complex processors that make those models possible.

Taiwan Semiconductor: Ultra Bullish On Nvidia's (Likely) B30/B30A To China

I believe a downgraded version of Nvida's Blackwell series to China could be accretive for Taiwan Semiconductor, at the very least, from a top-line perspective. On the bottom line, TSMC's packaging capacity is a bottleneck; higher ASPs from advanced packaging services could drive margin expansion if the B30s use HBM. On the negative side, overseas fab expansions in the US and Japan will pressure margins for the next 5 years due to higher labor costs and operational dilution.

Three Accused of Stealing TSMC Chip Secrets to Aid Japanese Supplier

The indictments in Taiwan highlight the race to develop leading-edge semiconductors.

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It

Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Trump Administration Says It's Not Looking to Take Stakes in TSMC, Micron

Unlike Intel (INTC), Taiwan Semiconductor Manufacturing Company (TSM) and Micron (MU) may not be required to give up stakes in exchange for their CHIPS Act grants, following some signs of pushback in early talks.

TSMC Won't Be Forced to Give a Stake to the U.S. Where That Leaves Intel.

The Trump administration is backing away from suggestions it could take a stake in TSMC, despite its plans to demand shares in Intel.

Intel's New Buyers Mean Good News for Taiwan Semiconductor Stock

News is starting to show up again for the United States technology sector, this time in a more unconventional manner than over the past couple of years. The United States government and other entities are starting to buy up significant stakes in one company, which is best positioned to carry on the onshoring agenda for chipmaking and semiconductor capacity for the nation.

Nvidia's Huang says TSMC among all-time greats: Buying its stock is ‘very smart'

Nvidia CEO Jensen Huang spoke to reporters during a visit to Taiwan. "I think TSMC is one of the greatest companies in the history of humanity, and anybody who wants to buy TSMC stock is a very smart person," he said.

How Trump Will Decide Which Chips Act Companies Must Give Up Equity

Administration isn't eyeing equity in semiconductor companies that are increasing U.S. investment like TSMC and Micron, but may take stakes in others.

Is Intel The Next TSMC?

TSMC is a clear leader in advanced chip manufacturing, benefiting from AI-driven demand and strong client relationships, in my opinion, justifying its premium valuation. TSMC's global expansion and U.S. investments help mitigate geopolitical risks, positioning it well for long-term growth despite tariff uncertainties. Intel is getting a lot of spotlight attention over new investments and interest from Trump, but I don't see their business competing with that of TSMC anytime soon.

TSM's Overseas Fabrication Push Ramps Up: Are Margins Sustainable?

Taiwan Semiconductor ramps up global fabs in the United States, Japan, and Europe, but soaring investments raise pressure on margins in 2025 and beyond.

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Put these must-own international stocks on your watch list.

3 Untouchable Monopolies You Should Be Buying Now

Key Points in This Article: Monopolies, though often regulated, can arise naturally through innovation and market dominance, offering unique investment opportunities.

TSM's Nanosheet Roadmap Advances: Can it Maintain Tech Leadership?

Taiwan Semiconductor pushes nanosheet tech with N2, N2P, A16, and A14 nodes, targeting speed, power, and density gains to extend chip leadership.

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know

TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

TSMC to phase out 6-inch wafer production over two years

Taiwan Semiconductor Manufacturing Co (TSMC) will gradually exit its 6-inch wafer manufacturing business over the next two years and continue consolidating its 8-inch wafer production capacity to improve efficiency, the company said on Tuesday.

TSM, DELL & GOOGL Names to Watch in "Accelerating" A.I. Race

"It's hard not to be bullish" even as markets enter the seasonally weak period of August and September. He makes the case that the A.I.

3 Big Winners From Trump's Shock 100% Semiconductor Tariffs

Key Points in This Article: President Trump's surprise 100% tariff on imported semiconductors announcement yesterday aims to boost U.S.