Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Taiwan Semiconductor reported yet another impressive quarter the other day.

Micron has far greater upside because the market is still treating it like a cyclical commodity business.

TSMC continues to see strong demand from customers over multiple years.

TSMC benefits from the successes of Nvidia, AMD, and others.

Taiwan Semiconductor Manufacturing just posted a record quarter, and AI demand still outstrips its supply.

Investing in Space Exploration Technologies, Palantir, Broadcom, AMD, and TSMC spreads your AI and space bets across businesses with very different roles in the sectors.

Some of the EV maker's technology partners will reap the rewards of Optimus production.

A portfolio of these three leading AI stocks would triple by 2030.

Despite appearances, TSMC may actually be one of the safest AI stocks.

Tepper's highest-conviction investments could keep climbing higher.

The AI chip leader's stock trades around 9% under its record, even after its chipmaker boosted its forecast again.

An investment in TSMC today could easily triple in value over the next four years.

ASML is the most important semiconductor equipment maker in the world.

GlobalFoundries will build two New York chip fabs backed by up to $21 billion in Japanese funding, with Apple, GM, Cirrus Logic and Renesas among customers lined up ahead of a 2029 start.

Massive factory expansion shields TSMC's market share even as rivals race to catch up in advanced chip manufacturing.

ASML beat on Q3 2026 revenue and gross margin guidance and raised its full-year outlook.

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Revenue surged 41% year-over-year as AI chip demand pushed HPC to 68% of sales.

Nvidia, AMD, and TSMC are three top AI stocks to own for the next decade.

Semiconductor manufacturers are expanding production capacity as fast as they can, and both stocks stand to benefit.

The stock market faces several headwinds, and its elevated valuation could lead to a sharp correction.

Taiwan Semiconductor Manufacturing (NYSE:TSM) reported third-quarter 2026 revenue above the high end of its guidance, citing strong demand for leading-edge process technologies and a steep ramp in 2-nanometer production. Revenue rose 17.6% sequentially in New Taiwan dollar terms. In U.S. dollar ter

There's still a lot of upside left in this semiconductor giant.