The U.S. approved a big new investment in chip plants.Shares of Taiwan Semiconductor (TSM 4.13%) jumped as much as 4.6% in trading on Tuesday on news the U.S. approved an additional $7.5 billion of investment for the company's U.S. chip manufacturing subsidiary. Shares closed the day up 4.1%.Investment in the U.S. grows TSMC's global presenceTSMC will invest another $7.5 billion in its U.S. factories, which brings the total investment to $24 billion. The U.S. investment is intended to answer concerns about ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM ) owns almost 30% of global foundry market, leading in 3nm, 5nm and 7nm process technologies. The company anticipates the capacity utilization will increase in the second half of FY24, which will potentially improve the overall growth inMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in ...

The latest trading session saw TSMC (TSM) ending at $174.76, denoting a +0.39% adjustment from its last day's close. This change outpaced the S&P 500's 0.28% gain on the day. Meanwhile, the Dow gained 0.15%, and the Nasdaq, a tech-heavy index, added 0.15%.Prior to today's trading, shares of the chip company had gained 1.63% over the past month. This has outpaced the Computer and Technology sector's loss of 0.02% and lagged the S&P 500's gain of 2% in that time.Investors will be eagerly watching for the perf ...

KEY TAKEAWAYSTaiwan Semiconductor Manufacturing Co. and Samsung Electronics reportedly have been considering building large new factories in the United Arab Emirates.According to The Wall Street Journal, the projects being discussed "involve complexes that could contain numerous factories and cost over $100 billion in aggregate."The reported talks come amid surging demand for artificial intelligence (AI) computing. Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics reportedly have been con ...

Higher production costs and rising valuations may make some investors hesitant.Taiwan Semiconductor Manufacturing (TSMC) (TSM -1.21%) can be something of an enigma for investors. It dominates the advanced manufacturing of semiconductors, giving it an essential role in the supply chain of all leading chip companies.Nonetheless, challenges unique to the company may make investors hesitate despite the company's obvious importance. Thus, investors need to take numerous factors into consideration before deciding ...

The Dubai International Financial Centre (DIFC) area of Dubai, United Arab Emirates, with the Burj Khalifa in the backdrop, Sept. 16, 2022.Global chip giants Taiwan Semiconductor Manufacturing Co. and Samsung Electronics have been in talks with the United Arab Emirates to explore building megafactories in the Middle East, The Wall Street Journal reported Sunday, citing people familiar with the interactions and strategies involved.Top executives at TSMC have visited the Gulf state recently to discuss plans o ...

The valuation history shown in the chart above is probably a good reflection of the sentiment that AI companies have had this year. Because when I wrote my first articleMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long-term capabil ...

Spending for all things AI is ramping up.Shares of Taiwan Semiconductor Manufacturing (TSM -1.13%) have soared over the last year, largely due to the soaring demand for cutting-edge chips capable of handling artificial intelligence (AI) workloads and a rebound in the broader semiconductor sector.TSMC, as the company is also known, is the world's largest contract manufacturer of semiconductors, serving companies like Apple, Nvidia, Broadcom, and AMD. It controls more than half of the third-party foundry mark ...

The AI chip market is expected to eclipse $200 billion by early next decade.One of the biggest opportunities among artificial intelligence (AI) investments is semiconductor stocks. Of course, some obvious opportunities include such powerhouses as Nvidia and Advanced Micro Devices. Both companies make chipsets called graphics processing units (GPUs), which play a critical role in developing generative AI applications.Below, I'll explain why the semiconductor realm presents such lucrative investment prospects ...

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) shares have surged 89.8% in the past year, outperforming the broader Zacks Computer and Technology sector’s 32.6% growth and the S&P 500’s 26.2% rally in the said time frame. Such an impressive gain naturally leads investors to wonder whether Taiwan Semiconductor is still a compelling buy or if it is time to lock in profits.The company has been benefiting from its scale and capacity, particularly for advanced technologies, which are constantly bolstering ...