TSMC looks poised to be a big AI infrastructure winner.The hottest large-cap stock over the past the past five years is undoubtedly Nvidia (NVDA 4.55%), which is up over 2,900% during that stretch. However, if you missed out on Nvidia, there is another stock in the semiconductor space that looks like it could be a nice winner in the years ahead: Taiwan Semiconductor Manufacturing (TSM 2.91%), or TSMC for short.Let's look at why TSMC could be a big winner over the next few years.An AI infrastructure buildout ...

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) shares have shot up 29.6% in the past six months, outperforming the Zacks Computer & Technology sector and the S&P 500 Index’s returns of 13.1% and 10.7%, respectively. Expectations of strong top-line growth in the third quarter on the back of the increasing proliferation of Artificial Intelligence (AI) appear to have catalyzed this bullishness.The company has been a major player in the semiconductor industry, which is witnessing a solid rebound on the o ...

Investors love dividends, as they provide a passive income stream and help cushion the impact of drawdowns in other positions.And interestingly enough, several chip stocks with AI exposure – Taiwan Semiconductor (TSM) , Broadcom (AVGO) , and Micron (MU) – provide quarterly payouts.Let’s take a closer look at each for those seeking passive income paired with exposure to the artificial intelligence (AI) frenzy.Micron Forecasts Record Shattering SalesMicron’s industry-leading technologies enable the latest gen ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TSMC (TSM) .TSMC currently has an average brokerage recommendatio ...

The semiconductor industry has witnessed stupendous growth over the past four decades, with chips becoming an integral part of electronic devices like computers and smartphones, to name a few. An increase in acceptance of emerging technologies like the Internet of Things (IoT) and artificial intelligence (AI) is expected to fuel demand for semiconductors. Manufacturing, healthcare, and retail sectors have already integrated digital technologies that require robust semiconductor solutions. Thus, the global s ...

redstallion/iStock via Getty ImagesInvestment Thesis Following our May coverage of TSMC (NYSE:TSM), the stock quickly climbed close to our initial target price of $185, doing so sooner than expected. Based on TSMC's leading revenue growth and strong positioning in core markets, we are revising our target price upward to $210. Key growth drivers include TSMC's leadership in advanced technologies such as AI and high-performance computing (HPC). Its ability to make strategic acquisitions also solidified it ...

It's never too frequent to talk about Taiwan Semiconductor ((TSM), the preeminent "lego builder" for the AI revolution.My colleague Ethan Feller just did a great analysis of the fundamentals two weeks ago and this week I wanted to go wide-angle on what their growth means for the global economy as they build a giant new foundry in Phoenix, Arizona.Here was the video I made Monday morning where I showed the company growth, the huge buy opportunity I missed on August 5, and some details about the first US-base ...

ETF Launch and Strategy - YieldMax™ announced the launch of the YieldMax™ TSM Option Income Strategy ETF (NYSE Arca: TSMY), which seeks to generate monthly income through options-based strategies on the ADRs of Taiwan Semiconductor Manufacturing Co Ltd (TSM) [1] - TSMY is actively managed by ZEGA Financial and does not invest directly in TSM or its ADRs [1] - TSMY is part of the YieldMax™ ETF family, which aims to deliver current income to investors [1] ETF Performance and Distribution - The Distribution Rate for TSMY is not provided in the table, but other YieldMax™ ETFs show Distribution Rates ranging from 22.65% (PYPL) to 98.20% (MSTR) [3] - The 30-Day SEC Yield for TSMY is not provided, but other YieldMax™ ETFs show yields ranging from 3.80% (SNOY) to 5.13% (AMDY) [3] - Distributions may include ordinary dividends, capital gains, and return of investor capital, which could decrease the ETF's NAV and trading price over time [2] ETF Expense Ratios - Most YieldMax™ ETFs have a gross expense ratio of 0.99%, except for YMAX and YMAG, which have a gross expense ratio of 1.28% due to acquired fund fees and expenses [6] - ULTY has a gross expense ratio of 1.24%, with a 0.10% fee waiver through at least February 28, 2025 [6] ETF Investment Strategy Risks - YieldMax™ ETFs (except Short ETFs) cap potential gains if the reference asset's shares increase in value but expose investors to all potential losses if the reference asset's shares decrease in value [9] - Short ETFs cap potential gains if the reference asset decreases in value but expose investors to all potential losses if the reference asset increases in value [9] - Distributions for several ETFs have included return of investor capital, which may impact the ETF's NAV and trading price [9] ETF Holdings - As of August 20, 2024, the YieldMax™ TSM Option Income Strategy ETF did not hold any shares or ADRs of Taiwan Semiconductor Manufacturing Co Ltd (TSM) [22]

Every year, Schaeffer's Senior Market Analyst Matthew Timpane chooses a few stock picks for traders that subscribe to fellow market news platform, MoneyShow. The 2023 year saw Timpane bring in impressive profits, winning MoneyShow’s Top Pros’ Top Picks project for 2023, with his MongoDB (MDB) recommendation gaining roughly 115% on the year. Therefore, when asked to return for the 2024 trading year, another pair of carefully considered stocks made it into his annual report.One of these stocks was chip maker ...

TSMC has been at the foundation of the artificial intelligence explosion.Semiconductors are the underappreciated champions of the tech world. They're found in smartphones, computers, TVs, appliances, cars, and hundreds of other items people interact with daily.Many of the semiconductors used in these products come from Taiwan Semiconductor Manufacturing (TSM 0.33%), the largest chip foundry in the world. It's been a great five years for TSMC stock with its 330% gain, and the next five years look just as pro ...