Taiwan Semiconductor Manufacturing Company Limited (TSM)
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Baron International Growth Fund Q4 2025: Contributors, Detractors, And Trades
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Neutral
For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its 2025 copper production outlook and lowered its cash cost guidance.
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TSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk
Published: February 25, 2026 by: 24/7 Wall Street
Sentiment: Positive
One of the biggest names in the AI world right now, Taiwan Semiconductor Manufacturing ( NYSE:TSM ) just raised its annual dividend to at least TWD 23 per share in 2026, up from TWD 18 in 2025, a roughly 28% increase, while guiding for 38% revenue growth in Q1 2026.
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive
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.
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Baron Emerging Markets Fund Q4 2025 Portfolio Activity
Published: February 22, 2026 by: Seeking Alpha
Sentiment: Positive
During Q4, Baron Emerging Markets Fund added a few new investments to existing themes while also increasing exposure to several positions that we established in earlier periods. SK hynix has emerged as the industry leader in cutting-edge HBM due to its superior performance, durability, and heat dissipation.
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Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
Published: February 16, 2026 by: 24/7 Wall Street
Sentiment: Positive
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%.
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Taiwan Semiconductor: Transition From An iPhone To An AI Era
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited has reached a pivotal transition in Q4 2025, with AI chips overtaking mobile handsets as its primary growth engine. Nvidia has surpassed Apple as TSM's largest customer, anchoring future growth to AI infrastructure and high-performance computing demand. This transition offers TSM a structurally superior financial profile compared to the smartphone era, characterized by higher demand, higher pricing power, and more resilient margins.
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Stock Market Sell-Off: 3 Stocks I'm Still Buying Now
Published: February 12, 2026 by: The Motley Fool
Sentiment: Neutral
Microsoft is still growing at a rapid pace. Nvidia expects monster growth in 2026.
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4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive
ADI, SLAB, TSM and ASML stand out as semiconductor sales hit $791.7B in 2025, up 25.6%, fueled by AI-driven demand and soaring logic and memory growth.
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4 Stocks Trading Near 52-Week High With Room to Rise Further
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors target stocks that have been on a bullish run. Stocks like ARW, IPGP, TSM and ATI are seeing price strength, and the momentum is likely to continue.
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Taiwan Semiconductor's January Sales Show the AI Tsunami Is Still Growing
Published: February 10, 2026 by: 24/7 Wall Street
Sentiment: Positive
Just three weeks after Taiwan Semiconductor Manufacturing ( NYSE:TSM ) delivered fourth-quarter results that beat estimates and reaffirmed the durability of AI demand, the world's leading contract chip manufacturer reported January revenue of NT$401.3 billion ($12.7 billion), representing a 37% year-over-year increase that handily exceeded analyst expectations.
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TSM's "Impossible" U.S. Supply Chain Plan, ON Earnings & Levels to Watch Today
Published: February 10, 2026 by: Schwab Network
Sentiment: Neutral
Kevin Green is back to break down a pair of movers in the semiconductor space. Onsemi (ON) shares are looking for direction after a mixed earnings report.
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TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Mega-cap tech is ready to raise the bar on its AI spending, and that's really helped shares of NVIDIA (NASDAQ:NVDA) come roaring back after a few sessions that saw all of tech (AI and software) take several steps lower.
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TSM Soars 69% in a Year: Should Investors Still Buy the Stock?
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor is up nearly 68% in a year as AI chip demand drives record profits, rising revenues and massive capex, keeping its long-term buy case intact.
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Best Tech Stocks To Buy On The Earnings Week Dip
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive
This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.
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Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
The consensus price target hints at a 25.3% upside potential for TSMC (TSM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
Published: February 04, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Taiwan Semiconductor (NYSE:TSM ) is the backbone of the entire semiconductor sector, but it has only started trading like it in recent years.
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Best Momentum Stocks to Buy for February 4th
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM, BSRR and PCB made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 4th, 2026.
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First Eagle Global Equity ETF Q4 2025 Portfolio Review
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding Ltd., Meta Platforms, Inc. Class A, Prosus N.V. Class N and BAE Systems plc.
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Taiwan Semiconductor: Winner Of AI Boom As The Critical Foundry Supplier
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
TSM remains a great Buy despite the outsized rally, driven by the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. The management now projects an excellent +25% revenue growth and mid-to-high 50%s AI-accelerator growth through 2029, underpinned by broad hyperscaler demand. The next gen nodes across N2, N2P, A16 and its derivatives are likely to sustain TSM's robust profitable growth prospects, as some of these platforms hit volume production by H2'26.
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The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
TSMC reported record Q4 revenue of $33.73 billion, up 25.5% year over year and 1.9% sequentially, exceeding the midpoint of guidance by 2.8%. TSMC is witnessing strong demand from smartphone and HPC AI applications and expect a fast ramp in 2026. TSMC's ability to generate exceptionally strong profits showcases that the company is one of the best-managed companies in the world.
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Broadcom and TSMC Emerge as ‘Big Winners' in Custom AI Chip Boom
Published: February 02, 2026 by: 24/7 Wall Street
Sentiment: Positive
Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market.
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AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Positive
AIO: Discount Can Bring Opportunity After Drop From Premium Levels (Upgrade)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
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.
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Intel vs. TSMC: Can Intel Close the Gap?
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive
Intel ( INTC ) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings rose 15% year over year and revenue declined 4%, though Q1 remains a seasonally weak period for Intel's businesses.
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INTC Foundry's "Transformation Move" & Following Footsteps of TSM
Published: January 22, 2026 by: Schwab Network
Sentiment: Positive
Stephen Spoko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer base that he thinks may open a trap door to selling action.
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TSMC (TSM) Is Up 5.80% in One Week: What You Should Know
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive
Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
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3 International Growth Stocks That Can Compete With U.S. Technology
Published: January 21, 2026 by: 24/7 Wall Street
Sentiment: Positive
Most of the top corporations are located in the United States, but ignoring international growth stocks can minimize your long-term returns.
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AI-Driven Demand Fuels TSM's Growth: Will It Meet 2026 Revenue Target?
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM's AI chip demand drove 35.9% revenue growth in 2025 and a 30% outlook for 2026 as 3nm and 5nm orders surge and global fabs expand.
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About Taiwan Semiconductor Manufacturing Company Limited (TSM)
- IPO Date 1997-10-09
- Website https://www.tsmc.com
- Industry Semiconductors
- CEO C. C. Wei
- Employees 65152