Core Insights - The technology sector is experiencing a renaissance, with nine companies valued at over $1 trillion, primarily driven by the demand for AI applications [1] - Taiwan Semiconductor Manufacturing Company (TSMC) is highlighted as a leading semiconductor stock and a unique investment opportunity due to its pivotal role in AI chip manufacturing [2][4] Company Overview - TSMC is the largest chip manufacturer globally, controlling nearly 70% of the market share and has diversified its supply chain with facilities in Germany, Japan, and Arizona [4] - The company has a market capitalization of $1.7 trillion, with a current stock price of $323.63 and a gross margin of 57.75% [7] Market Dynamics - Capital expenditures for AI data centers are projected to reach $450 billion globally by 2026, with the addressable market potentially rising to $1 trillion in two years [8] - At least half of the AI infrastructure spending is expected to be allocated to next-generation chips, indicating a steep revenue trajectory for TSMC [9] Investment Potential - TSMC's stock has appreciated significantly, with an investment of $50,000 at the start of the AI revolution now worth over four times that amount [11] - The company is positioned as a "pick-and-shovel" opportunity in the AI chip market, making it a safer investment compared to individual chip designers or AI developers [14]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Taiwan Semiconductor Manufacturing (NYSE:TSM) shares have been unstoppable in the past year, gaining more than 52%, thanks in part to a handful of incredible quarters. ...

Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally. ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) reported stronger-than-expected revenue for the fourth quarter, indicating robust global demand for semiconductors [1] Group 1: Company Performance - TSMC's revenue for the fourth quarter exceeded market expectations, reflecting the company's strong position in the semiconductor industry [1] - The company continues to benefit from high demand across various sectors, including automotive and consumer electronics [1] Group 2: Industry Context - The semiconductor industry is experiencing sustained growth, driven by increasing global demand for chips [1] - TSMC's performance is a positive indicator for the overall health of the semiconductor market, suggesting ongoing investment opportunities [1]

TAIPEI, Jan 9 (Reuters) - TSMC, the world's largest contract chipmaker, on Friday reported a 20.45% increase in ​fourth-quarter revenue from a year earlier, beating the ‌market forecast, as demand for the company's products leapt in response to ‌surging interest in AI applications. The company, whose customers include Nvidia and Apple, has been a major beneficiary of advances in AI, which has more than offset the tapering off of ⁠pandemic-led demand for chips ‌used in consumer electronics like tablets. ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

Core Viewpoint - TSMC, the world's largest contract chipmaker, reported fourth-quarter revenue of T$1,046.08 billion ($33.05 billion) [1] Group 1 - TSMC's fourth-quarter revenue reflects a significant financial performance, showcasing the company's strong position in the semiconductor industry [1] - The reported revenue is based on monthly data calculations, indicating a systematic approach to financial reporting [1]

January 8, 2026 07:01 AM GMT Investor Presentation | Asia Pacific 2026 Outlook: Prefer AI to Non-AI; Both Logic and Memory Are Attractive | Downloaded by Neil.Wang@troweprice.com M | Not for redistribution without written consent of Morgan Stanley Charlie Chan Equity Analyst | | | --- | --- | --- | | | | Foundation | | January 8, 2026 07:01 AM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ | | | 2026 Outlook: Prefer AI to Non-AI; Both Logic and | Charlie.Chan@morganstanley.c ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...