In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is ...
TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price ...
Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...
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Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks for the next decade. Wall Street analysts continue to be bullish on TSMC. Earlier on December 7, Bernstein raised the ...
TSMC controls 68% of global semiconductor revenue, far ahead of Samsung's 8%. Market concentration poses both risks and opportunities for semiconductor investors. TSMC's advanced manufacturing ...