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It's been nearly four years since artificial intelligence (AI) became an investing trend that swept over the stock market. The launch of ChatGPT in November 2022 exposed the world to generative AI. Nvidia followed that up in its May 2023 earnings report by announcing "surging demand" for its AI chips, which triggered an explosion in AI stocks that continues today.

AI is still the major theme, but the focus is much broader than which company can make the best chip. Investors also need to consider companies that provide power systems, computing capacity, storage and memory, land, connectivity, and cooling systems that keep AI operational.

There are dozens of ways to invest in AI today, but my three favorite picks each play an important role in the AI ecosystem. And all have significant tailwinds right now that are worth considering.

Image source: Getty Images.

AI stock to buy No. 1: Taiwan Semiconductor Manufacturing Whether it's Nvidia or one of its competitors designing a chip, Taiwan Semiconductor Manufacturing (TSM -1.50%) is likely to be the company fabricating them. TSMC, as the company is best known, is the world's largest chip foundry, with an estimated 73% of the global market.

The company has started selling chips made with its new 2-nanometer process, which offers higher density and energy efficiency. TSMC's 2 nm processing technology accounted for 3% of TSMC's total revenue in the second quarter, but it's expected to become a major moneymaker for TSMC.

TSMC also announced it would invest an additional $100 billion in its Arizona facilities to support advanced packaging fabs and its 2 nm processing technology. The investment brings TSMC's total commitment to its Arizona sites to $265 billion.

"We believe this investment will help to further foster the development of the U.S. semiconductor ecosystem, strengthen the supply chain, and support an increasing number of high-tech, high-paying jobs in the United States," CEO C.C. Wei said.

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AI stock to buy No. 2: Micron Technology Micron Technology (MU +3.59%) is one of the biggest winners so far this year, posting a gain of 240%, which is the second highest of any company in the S&P 500.

Micron makes high-performance memory and storage drives that are used in data centers, personal computers, mobile devices, and vehicles. It makes both NAND long-term storage, which allows devices to retain data even when they're powered off, and DRAM, which is semiconductor memory that temporarily stores active data. It's DRAM that is in high demand right now, driven by the growing number of data centers needed to train and run AI programs.

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Micron reported $41.45 billion in revenue for its fiscal 2026's third quarter (ended May 28), a whopping gain of 345% from a year ago. Net income was up 1,400% to $28.24 billion, and earnings per share increased from $1.68 to $24.67 per share.

Micron and other memory and storage stocks have slipped in recent weeks, but Wedbush Securities analyst Matt Bryson points to a catalyst -- the recent solid earnings performance of Dutch company ASML Holding, which makes commercial lithography systems for chipmakers. ASML noted it plans to increase its capacity by 30% in 2027, and Bryson takes that as a positive development for storage and memory stocks.

AI stock to buy No. 3: Nebius Group We've talked about chipmakers, storage and memory, and foundries. But my No. 3 favorite AI stock right now is Nebius Group (NBIS +1.64%), the former Russian internet company (now based in the Netherlands) that rebranded itself as an AI cloud services company.

The company provides cloud computing and GPU capacity for training and running AI workloads, serving as a strategic partner to Nvidia to scale its full-stack AI cloud platform. Nvidia invested $2 billion in Nebius to help the cloud services company deploy more than 5 gigawatts of capacity by the end of 2030. The deal calls for Nvidia and Nebius to collaborate on AI factory designs, the creation of an inference and agentic AI stack, AI infrastructure deployment, and fleet management.

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Nebius also signed an infrastructure agreement with Meta Platforms to provide $12 billion worth of dedicated capacity starting in 2027, and up to $15 billion in additional capacity -- essentially ensuring that Meta will be a backup buyer if Nebius is unable to sell its computing capacity.

Nebius' revenue in the first quarter was $399 million, up 684% from a year ago. The company spent an incredible $2.5 billion in capital expenditures, primarily GPUs and related hardware, in the first quarter. That's a huge number for a company with a market cap of only $53 billion. However, Nebius remains in a solid financial position, having raised $6.3 billion in the first quarter, and has a cash position of $9.3 billion.

The latest developments are critical for all AI stock investors to understand.

*Stock prices used were the afternoon prices of July 20, 2026. The video was published on July 22, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

Posted by Defense World Staff on Jul 23rd, 2026

B&D White Capital Company LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 6,266 shares of the semiconductor company’s stock, valued at approximately $2,118,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TSM. Twin City Private Wealth LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the last quarter. Financial Life Planners boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after purchasing an additional 26 shares during the period. Corus Family Wealth Advisors raised its position in Taiwan Semiconductor Manufacturing by 1.1% in the first quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock valued at $811,000 after purchasing an additional 26 shares during the period. Lodestar Private Asset Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock valued at $979,000 after buying an additional 27 shares in the last quarter. Finally, Mitchell Sinkler & Starr PA increased its stake in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets In related news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The stock was purchased at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the transaction, the vice president owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This trade represents a 9.05% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 6,857 shares of company stock valued at $512,334. Company insiders own 1.11% of the company’s stock.

Analyst Ratings Changes Several research analysts recently commented on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 18th. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $490.00.

View Our Latest Report on TSM

Taiwan Semiconductor Manufacturing Price Performance Taiwan Semiconductor Manufacturing stock opened at $422.09 on Thursday. The firm has a market capitalization of $2.19 trillion, a PE ratio of 30.45, a P/E/G ratio of 0.99 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The firm’s 50-day simple moving average is $427.76 and its 200 day simple moving average is $380.89. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The company had revenue of $39.89 billion for the quarter. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

Taiwan Semiconductor Manufacturing News Roundup Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC is benefiting from surging AI chip demand, with articles pointing to strong revenue growth, expanding profitability, and the view that the company remains a key winner in the AI infrastructure build-out. Article Title Positive Sentiment: The company’s reported plan to raise chip manufacturing prices by up to 10% in 2027 is being read as a sign of strong pricing power that could support margins and earnings. Article Title Positive Sentiment: TSMC’s enlarged U.S. investment has been interpreted by bullish commentators as confirmation that AI semiconductor demand remains strong and durable for years. Article Title Neutral Sentiment: Analyst and market commentary continues to frame TSMC as a long-term AI infrastructure leader, with some saying the stock still looks reasonably valued despite its strong run. Article Title Neutral Sentiment: Several pieces note that TSMC’s strong quarter was already expected by many investors, which may be limiting additional upside in the near term. Article Title Negative Sentiment: Investors are worried that TSMC’s aggressive spending on U.S. manufacturing and other AI-related capacity could pressure margins for years. Article Title Negative Sentiment: Some coverage also suggests TSMC cannot make chips fast enough to fully satisfy demand, raising concerns that rivals may capture some share while the company works through capacity constraints. Article Title About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

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Sales are booming, and the management team is building new manufacturing facilities to deal with the insatiable demand.

*Stock prices used were the afternoon prices of July 19, 2026. The video was published on July 21, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

Key Takeaways Micron expects higher Q4 FY2026 revenues as AI memory demand and pricing power remain strong. TSMC posted strong Q2 growth and expects another quarter of double-digit sequential revenue growth. Micron and TSMC project robust earnings growth, supported by sustained AI infrastructure demand. Despite delivering strong quarterly results that have consistently surpassed expectations this year, NVIDIA Corporation’s (NVDA - Free Report) stock has gained only 10.9%. This suggests that investors have high expectations for the company that go beyond quarterly results. Given its massive scale, delivering the outsized returns seen in recent years seems increasingly challenging. 

Even though demand for NVIDIA’s cutting-edge artificial intelligence (AI) chips remains strong, any slowdown in AI-related spending by hyperscale cloud providers could impact the company’s revenues and margins. Additionally, NVIDIA faces stiff competition from rivals like Advanced Micro Devices (AMD - Free Report) , while tighter U.S. export curbs on advanced chips to China and ongoing geopolitical tensions continue to constrain NVIDIA’s growth potential. 

As NVIDIA’s growth normalizes, investors seeking strong upside should invest in AI infrastructure leaders Micron Technology, Inc. (MU - Free Report) and Taiwan Semiconductor Manufacturing Company Limited (TSM - Free Report) , better known as TSMC. The two stocks have gained 242.4% and 39.9%, respectively, so far this year and are likely to extend their outperformance over NVIDIA, driven by strong growth trends. Let’s see in detail –  

Micron’s AI Memory Leadership Fuels Explosive Growth As hyperscalers ramped up spending on AI infrastructure, demand for Micron’s state-of-the-art high-bandwidth memory (HBM) chips has surged. The HBM chips are in demand because they manage complex AI workloads efficiently, while delivering greater power efficiency. This momentum helped Micron post revenues of $41.46 billion in the fiscal third quarter of 2026, up 74% sequentially, according to investors.micron.com.  

Micron expects revenues to rise further to $50 billion in the fiscal fourth quarter of 2026, supported by continued strength in AI memory demand. Higher sales of high-value memory products coupled with improved pricing power lifted Micron’s gross margin to 84.6% in the fiscal third quarter from 37.7% in the year-ago period. Additionally, strategic agreements with Anthropic and a strong cash position have improved the company’s long-term demand visibility and strengthened its growth outlook.  

As a result, Micron’s expected earnings growth rate for the current year is 790.8%. The Zacks Consensus Estimate of $73.85 for MU’s earnings per share (EPS) is up 501.9% year over year.

 

Image Source: Zacks Investment Research

AI Tailwind and Margin Strength Back TSMC’s Long-Term Upside For the second quarter ended on June 30, 2026, TSMC reported revenues of NT$1.27 trillion, up 36% year over year and 12% sequentially, according to investor.tsmc.com. Looking ahead, management expects TSMC to deliver another double-digit sequential revenue growth in the third quarter.  

The company’s net income for the second quarter came in at NT$706.56 billion, up 77.4% year over year and 23.4% quarter over quarter. Earnings outpacing revenue growth underscored TSMC’s strong profitability. It also reflected the robust demand for the company’s advanced semiconductor technologies despite huge scale. 

TSMC’s leadership in manufacturing advanced semiconductors has made it a cornerstone of the rapidly evolving AI ecosystem, supporting sustained long-term growth. TSMC posted a net profit margin of 55.6% in the second quarter, significantly higher than that of most semiconductor peers, reflecting its technological leadership in chip manufacturing, operational efficiency and strong pricing power. 

Consequently, TSMC’s expected earnings growth rate for the current year is 50.7%. The Zacks Consensus Estimate of $16.21 for TSM’s EPS is up 47.1% year over year.

 

Image Source: Zacks Investment Research

Both Micron and TSMC currently have a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.

© Peellden / Wikimedia Commons

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered Q2 2026 revenue of $40.20 billion, up 36% year over year, with gross margin of 67.7% and net income growth of 77.4%.

Shares are up 40.43% year to date against just 9.73% for the S&P 500. Can TSMC hit $1,000 per share by 2031 and outperform the index over the next five years?

Why TSMC Shares Pulled Back Despite a Blowout Quarter The stock is down 8.12% over the past month, even as fundamentals strengthened. Management warned that Q3 2026 gross margin will step down to a 65% to 67% range as the 2nm node ramps steeply, and the market is treating that dip as a peak-margin signal.

Add a beta of 1.246, sector rotation out of chips, and net insider selling across 112 recent transactions, and you get a stock digesting a big move. This is a sentiment story.

Wall Street Sees 23% Upside. My Model Says the Setup Is Stronger The Street’s consensus target sits at $522.82, backed by 5 Strong Buy, 12 Buy, and 2 Hold ratings, with zero Sells. Our base case lands at $527.98, implying 24.35% upside with a 90% confidence score. Bull case: $608.43. Bear case: $429.43. Consensus is too conservative on the multi-year path.

With 89% of analysts bullish, an ROE of 40%, and a 247Factor of 1.148 powered by technology sector momentum and 77.4% earnings growth, this looks like AI infrastructure with a moat.

The Path to $1,000 Per Share in 2031 Reaching $1,000 from today’s price of $424.61 requires a gain of 135.5%. Over five years, that annualizes to roughly 18.6%, which sits right on our 5-year bull case of $984.38 at 18.31% annualized. With forward EPS of $17.32, a price of $1,000 implies a forward P/E of 58x.

Our base case of $527.98 already implies a 31x multiple, meaning the bold target requires 27x of additional multiple expansion on today’s earnings base. The story only works if EPS keeps compounding.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Management’s 2024 to 2029 revenue CAGR target approaching 25% in USD, plus 2nm ramping into H2 2026 and the A13 technology debut, drives the compression story. As earnings scale, the forward multiple at $1,000 collapses back toward the current 25x forward P/E.

Bullish retail chatter around TSMC’s $100 billion US manufacturing commitment and South Korea’s 52% export surge on tripling semiconductor shipments supports demand. The main risk is geopolitical rupture across the Taiwan Strait.

Where TSMC Trades Today vs Its Earnings Power At $424.61, TSMC trades at a forward P/E of 25 and a PEG of 1.009, remarkable for a company growing earnings 77% year over year. Shares sit 9% below their 52-week high of $479 and well above the 52-week low of $221.66.

Over the last decade the stock returned 1,811.43% against 244.45% for the S&P 500. That is a foundry monopoly on advanced nodes translating into shareholder returns.

Can TSMC Really Hit $1,000? My Verdict Reaching $1,000 by 2031 requires a 135.5% gain from here. A stretch, but credible.

Three things need to go right: 2nm and A13 must ramp on schedule and hold pricing power, AI capex among hyperscalers must stay on the multi-year track, and TSMC must convert that $52 billion to $56 billion 2026 capex budget into share gains rather than commoditized capacity. A Taiwan Strait shock derails it. We’ve outlined the blueprint for how Taiwan Semiconductor Manufacturing could reach $1,000 in 2031.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Taiwan Semiconductor Manufacturing (TSM 1.34%) (TSMC) just reported blockbuster earnings, and yet the stock fell after the report. The chip fabricator is fielding explosive demand, and it's investing in the build-out to meet it. However, the market is becoming more wary about high levels of spending on artificial intelligence (AI), which impacts Taiwan Semi from two sides -- its own deep spending and that of its clients.

Shares of the chip foundry fell 5% after the earnings report, and it sent chip stocks down across all markets. Here's why it's a warning for Nvidia (NVDA 0.03%) shareholders.

The market has seen this play out before There are always cycles in the economy and the markets, although some are more extreme than others. Often, how a company rolls through a cycle determines whether or not it's a great stock to own.

Consider how companies built out to meet soaring demand early in the pandemic. Companies like Zoom Communications and Fiverr soared, since investors viewed them as critical components of the remote workforce. They peaked in 2020 and 2021, respectively, and are now 84% and 97% off their highs, respectively.

Nvidia workstations. Image source: Nvidia.

Companies like Amazon and Shopify also built too much, and their stocks fell. But they were able to roll back their spending, and both stocks recently reached new highs.

At the end of this cycle, whenever it is, the same pattern is likely to emerge; some companies are enjoying the current AI wave, but when it ends, so will growth, while others will rebound with new growth drivers.

Why the market is worried about TSMC For all intents and purposes, TSMC had a blowout second quarter. Revenue increased 34% year over year, and gross margin expanded 9.1 percentage points to 67.7%. Operating margin expanded 10.7 percentage points to 60.3%.

CEO C.C. Wei said, "Our conviction in the multi-year AI megatrend remains very high." Management raised its outlook for capital expenditures to between $60 billion and $64 billion, and CFO Wendell Huang explained that the company always plans well in advance, and doesn't foresee any bottlenecks in expanding capacity and meeting demand. That's great news.

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The company also said that it's going to invest another $100 billion in its Arizona facilities, bringing the total to $265 billion.

However, the market seems to have big concerns about how this is all going to convert over the next few years.

How it impacts Nvidia Wall Street has set a high bar for Nvidia's next earnings report, which is scheduled for the end of August. Nvidia typically clears Wall Street's bars with extra room, and it's likely to do that in the next report, too.

However, what has been emerging lately is that it's not enough. Nvidia stock has struggled to gain meaningful traction recently, and there's a good chance the market will not reward a robust report under almost any circumstances.

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The good news is that both Nvidia and TSMC are more similar to Amazon and Shopify than Zoom in Fiverr in how they perform in market cycles. They have proven themselves over decades, adapting to new technology and trends.

The likelihood is that they'll manage through this cycle, whenever it ends. However, be prepared for dips along the way.

Posted by Defense World Staff on Jul 22nd, 2026

Acumen Wealth Advisors LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 24.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,241 shares of the semiconductor company’s stock after selling 8,283 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 2.3% of Acumen Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position. Acumen Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $8,557,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of TSM. Capital Research Global Investors raised its position in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after purchasing an additional 1,281,648 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $961,000. Meridian Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after buying an additional 14,406 shares during the period. Y Intercept Hong Kong Ltd grew its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% during the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. Finally, Stiles Financial Services Inc grew its stake in shares of Taiwan Semiconductor Manufacturing by 79.1% during the fourth quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after buying an additional 1,923 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets In other news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders purchased 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by corporate insiders.

More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC reportedly plans to raise chipmaking prices by 5% to 10% in 2027 for both advanced and mature nodes, which supports revenue and margin expansion. TSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reports Positive Sentiment: Multiple reports point to durable AI chip demand and stronger-than-expected quarterly results, reinforcing the view that TSMC remains a key beneficiary of the AI buildout. Bull of the Day: Taiwan Semi (TSM) Positive Sentiment: Chip stocks broadly rebounded after last week’s selloff, adding sector support to TSMC’s move. Chip stocks extend global rebound following last week’s rout Positive Sentiment: Analysts continue to highlight TSMC’s strong AI exposure, with some calling it a buying opportunity after the post-earnings pullback. What’s Going on With Taiwan Semiconductor Stock? Neutral Sentiment: Investor attention is also being driven by TSMC’s expanding Arizona investment and long-term capex plans, which signal growth but may pressure near-term costs. TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion Negative Sentiment: Some commentary warns that higher U.S. spending and construction challenges could weigh on margins and slow expansion, creating a risk investors are still watching. TSMC (TSM) Stock Drops 7% Despite Record Quarter — Why Investors Are Concerned Taiwan Semiconductor Manufacturing Stock Performance Taiwan Semiconductor Manufacturing stock opened at $425.04 on Wednesday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.20 trillion, a P/E ratio of 30.67, a P/E/G ratio of 0.94 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The firm has a 50-day moving average of $427.31 and a 200-day moving average of $380.06.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.05 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Wall Street Analysts Forecast Growth A number of research firms have recently weighed in on TSM. DA Davidson boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $490.00.

Read Our Latest Stock Report on TSM

About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

Further Reading Five stocks we like better than Taiwan Semiconductor Manufacturing Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).

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Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are worried that an overbuild is occurring and that far too much money is being sunk into these technologies without any real payoff.

While that may be true, the AI hyperscalers aren't paying much attention. They're full speed ahead and spending major sums up front to grab as much market share as possible.

These long-term plans affect how suppliers like Taiwan Semiconductor Manufacturing (TSM +5.67%) (TSMC) size their business, and the company just dropped a $100 billion bombshell that showcases just how strong chip demand is.

During its second quarter conference call, TSMC announced an additional $100 billion in investment for its Arizona chip production facilities. That's a huge sum and would only occur if there was enough demand to warrant the 12-figure investment. I think this showcases that the AI build-out is alive and well, and investors should position their portfolios accordingly, including buying shares of TSMC.

Image source: Taiwan Semiconductor Manufacturing.

TSMC is one of the best investments in the industry TSMC is absolutely dominant in chip fabrication. While there are other competitors, none can compare to the company's scale and technology. This gives it an advantage over competitors, which is why top AI chip designers chose to partner with TSMC. Throw in the catalyst of increasing production mostly through new facilities being built in the U.S., and the bull case becomes even stronger.

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CEO C.C. Wei was asked on the conference call by an analyst how long he believes the AI build-out will last, and he stated that demand will remain very strong through 2029 to 2030. He also noted that demand is robust and is likely creating a new industry. C.C. Wei is likely in contact with AI hyperscalers and chip designers around the world, trying to gauge demand all the time, so if he says there is strong demand for many years, he's likely better informed than many investors and analysts.

As a result, I think investors need to get comfortable with the idea that we could see several years of strong AI spending, making TSMC a great stock to consider investing in. Fortunately for investors, TSMC's stock is on sale from recent highs and looks like a great investment, trading at a reasonable 23.4 times forward earnings.

TSM PE Ratio (Forward) data by YCharts

TSMC is at the heart of the AI build-out. If it continues to increase production capacity to meet demand, then investors can be assured that the AI build-out is far from over.

Keithen Drury has positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

Many top artificial intelligence (AI) stocks have underwhelmed recently. Palantir Technologies stock, for example, is down 25% so far this year, while semiconductor king Nvidia is slightly underperforming the S&P 500.

Taiwan Semiconductor Manufacturing (TSM +5.67%) stock, though, is outperforming the market, up 32% year to date. Here's why it's my favorite AI stock to buy right now, and why the market agrees.

The AI chipmaker's partner Companies like Nvidia and Broadcom design semiconductors, but they don't physically produce them. They partner with Taiwan Semiconductor (TSMC), the largest chip foundry in the world. TSMC works with nearly all the world's top tech companies, including Apple, Alphabet, and Advanced Micro Devices.

Image source: Taiwan Semiconductor Manufacturing.

According to Counterpoint Research, it controls 73% of the chip manufacturing market, and that share has increased over the past few years. Moreover, management recently addressed concerns of rising competition by noting its secret recipe of "technology, manufacturing, and customer trust."

While competitors like Terafab and Samsung Foundry are making inroads into the business, TSMC is investing deeply in keeping its lead. On its second-quarter earnings call, it announced plans to invest another $100 billion in its Arizona foundry, bringing its total to $265 billion. While it just built its first facility there, CEO C.C. Wei said that it's planning to open four more, in addition to opening fabs at other U.S. locations. Having its fabs located in U.S., where it can work alongside its megaclients, should be good for business.

The diversified model Once upon a time, Taiwan Semi was briefly a Warren Buffett stock, and it fits the Buffett model in many ways. But he only held the position for a period of months before selling it. He later explained that he had made the move because, in light of the unique issues that Taiwan faces, he would prefer to invest in a company just as good as TSMC, but in the U.S.

One feature of TSMC that stands out as a Buffett-stock quality -- and that also makes it my favorite AI stock to buy today -- is its diversified revenue base. Wei noted on the earnings call that the rise of agentic AI will be good for its business.

"We believe this is positive for TSMC," he said, "as no matter what CPU approach is taken, whether it's x86, ARM-based, or RISC-V architecture, they are almost all TSMC's customers."

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Taiwan Semiconductor services all the tech giants with whatever kinds of technology they need. And it's not just AI; it makes the chips for smartphones, autonomous vehicles, and more. Whether clients change or trends change, if they have a need for cutting-edge semiconductors, they partner with TSMC.

Taiwan Semi's stock fell after its outstanding second-quarter report, which appears to be a signal of investor wariness about high levels of AI infrastructure spending. If the hyperscalers cut back on their capital expenditures, that will impact TSMC's revenue -- in the short run. TSMC's management is still planning for increased demand, but whatever ends up happening now, the company is well placed to power the future of technology.

Jennifer Saibil has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Broadcom, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

TSMC could be about to pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

TSMC (TSM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this chip company have returned -14% over the past month versus the Zacks S&P 500 composite's -0.6% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has lost 12.9% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, TSMC is expected to post earnings of $4.42 per share, indicating a change of +51.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +9.7% over the last 30 days.

The consensus earnings estimate of $16.05 for the current fiscal year indicates a year-over-year change of +50.7%. This estimate has changed +5% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $20.42 indicates a change of +27.2% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed +7.1%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for TSMC.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of TSMC, the consensus sales estimate of $45.22 billion for the current quarter points to a year-over-year change of +36.6%. The $163.72 billion and $210.94 billion estimates for the current and next fiscal years indicate changes of +33.7% and +28.8%, respectively.

Last Reported Results and Surprise HistoryTSMC reported revenues of $40.2 billion in the last reported quarter, representing a year-over-year change of +33.7%. EPS of $4.31 for the same period compares with $2.47 a year ago.

Compared to the Zacks Consensus Estimate of $39.63 billion, the reported revenues represent a surprise of +1.44%. The EPS surprise was +11.37%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

TSMC is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the key points to keep in mind and how it affects Tuesday's trading session.

US-listed shares of Taiwan Semiconductor Manufacturing Co. rose nearly 4% in pre-market trading on Tuesday after a report said the world's largest contract chipmaker has finalized plans to increase chipmaking prices next year.

According to a Nikkei Asia report, TSMC has completed discussions with customers on base-price increases ranging from 5% to 10% for both advanced and mature semiconductor production.

The changes are expected to take effect in 2027 as the company seeks to offset rising manufacturing costs.

The report said TSMC began discussions with customers in June and concluded negotiations this month.

The planned increases would apply across advanced and mature chip production, while some artificial intelligence chip orders could face additional surcharges because of continued demand.

The reported price increases come as TSMC faces higher costs for materials, manufacturing equipment and power while continuing to expand production capacity.

The company recently raised its 2026 capital spending outlook, citing strong AI demand and the increasing cost of expanding manufacturing capacity, including its Arizona operations, where its total investment pipeline now stands at $265 billion.

TSMC manufactures chips for some of the world's largest technology companies, including Nvidia, Apple, Advanced Micro Devices, Qualcomm, Amazon and Alphabet.

The Nikkei report said TSMC delayed the planned price increases until 2027 to give customers time to adjust.

Despite the reported pricing changes, the company reiterated its long-standing approach to customer relationships.

"We don’t suddenly increase our price," Chief Executive Officer C. C. Wei told analysts in July after reporting quarterly earnings. "We earn our value and we make sure that our profit, our gross margin is enough for our long-term sustained expansion, that’s to the benefit of my customers and TSMC also, that’s our philosophy."

TSMC also said in a statement on Tuesday: "Our pricing strategy is strategic, not opportunistic. We will continue to work closely with customers and sell our value to them."

According to the report, TSMC's largest AI customers could see the biggest increases.

Orders for high-performance computing chips beyond previously agreed volumes may carry an additional surcharge of 10% to 15% on top of the base price increases.

As a result, some advanced AI chip orders could see total price increases exceeding 10%.

Advanced manufacturing nodes of 7 nanometers and below accounted for 77% of TSMC's second-quarter revenue, while mature nodes including 12nm, 16nm and 28nm contributed the remaining 23%.

The company continues to expand manufacturing capacity to meet demand for AI chips used in data centers, with customers such as Nvidia seeking faster production to ease supply constraints.

Last week, TSMC reported second-quarter revenue of NT$1.27 trillion ($39.44 billion), ahead of Wall Street estimates of NT$1.26 trillion.

Adjusted earnings per share came in at NT$27.25, exceeding estimates of NT$24.29.

During an interview with CNBC last week, Chief Financial Officer Wendell Huang said TSMC is accelerating the buildout of its Arizona facilities to capitalize on the AI "megatrend."

"We’re seeing this strong-structure, multi-year demand, and we do not plan to leave any food on the table for anybody else," Huang said.

He added that the company's 2-nanometer technology is expected to become a larger revenue driver over the coming quarters.

Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 12.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 312,975 shares of the semiconductor company’s stock after selling 44,653 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 1.5% of Amova Asset Management Americas Inc.’s investment portfolio, making the stock its 19th largest position. Amova Asset Management Americas Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $105,782,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in TSM. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $27,000. Stephens Consulting LLC grew its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the period. Strategic Advocates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC reported record second-quarter results, with revenue growth, strong margins, and raised full-year guidance, reinforcing that AI chip demand remains robust. Positive Sentiment: Several bullish commentaries and analyst notes argue the post-earnings pullback may be a buying opportunity, citing sustained AI-driven growth and expanding leading-edge production. Positive Sentiment: The company said demand for AI chips should stay strong for years, and its expanded Arizona investment underscores confidence in long-term capacity needs and customer demand. Reuters article on AI demand and Arizona investment Positive Sentiment: Coverage citing billionaire investors and “AI capex winners” has kept TSMC in the spotlight as one of the clearest beneficiaries of the AI buildout. Neutral Sentiment: Some articles frame the move as a valuation and positioning reset after a strong run, suggesting part of the recent weakness may reflect profits being taken rather than a change in fundamentals. Seeking Alpha article on what was priced in Negative Sentiment: Investors are worried the extra $100 billion Arizona plan could pressure near-term profit margins, especially with construction labor and infrastructure constraints. Negative Sentiment: Broader semiconductor weakness and bear-market concerns in the sector are also weighing on sentiment, even though TSMC’s own results remain strong. Insider Buying and Selling at Taiwan Semiconductor Manufacturing In related news, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have purchased 6,857 shares of company stock valued at $512,334. 1.11% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes A number of research firms have recently weighed in on TSM. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday. Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $490.00.

Get Our Latest Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Stock Up 1.0% NYSE:TSM opened at $402.49 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The stock has a 50-day moving average price of $426.76 and a two-hundred day moving average price of $379.20. The stock has a market cap of $2.09 trillion, a price-to-earnings ratio of 29.04, a PEG ratio of 0.95 and a beta of 1.36. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

Recommended Stories Five stocks we like better than Taiwan Semiconductor Manufacturing The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).

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TSMC is ​set to ‌raise prices ​for ​both advanced and ⁠mature ​chip production ​services by up ​to ​10% in 2027, ‌Nikkei ⁠Asia reported on Tuesday, ​citing ​multiple ⁠sources.

HomeEarnings AnalysisTech 

SummaryTaiwan Semiconductor Manufacturing Company delivered a clean Q2 beat, surpassing revenue and margin guidance, and raised its full-year outlook.The market had the June number three days early and sold anyway. That told me this move was never about demand.A record capex guide, softer margin outlook, and a valuation near historical highs are pressuring the stock. The tech rout is also a factor.I’m monitoring Q3 margin execution, second-half capex and cash flow, and technical support near $390 before reconsidering my hold rating. BING-JHEN HONG/iStock Editorial via Getty Images

I generally like it when a company clears its own guidance and the Street's estimates in the same quarter, and last quarter Taiwan Semiconductor Manufacturing Company (TSM) did both.

Revenue came in at

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am not a registered investment adviser, broker, dealer, or tax professional. This article, including any comments or replies I post, reflects my personal opinions only and is provided for informational and educational purposes. Nothing I write is investment, legal, tax, or financial advice, or a personalized recommendation to buy, sell, hold, or short any security. My views may change without notice. Nothing I write is tailored to any reader’s objectives, financial situation, risk tolerance, or portfolio. Investing involves risk, including possible loss of principal. Readers should conduct their own research and consult a qualified professional before making investment decisions.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Pat Gelsinger’s Warning About TSMC And TaiwanSpeaking at a recent event, Gelsinger warned that Taiwan’s dependence on imported energy poses a far greater risk to the global semiconductor industry than many appreciate. He pointed to reports that the island holds less than three weeks of energy reserves, arguing that a prolonged blockade could shut down chip production without a single shot being fired.

“When you turn off a fab, it doesn’t come back on for 90 days,” Gelsinger said, adding that “the economic impact of a brown out of Taiwan is greater than the Great Depression.”

Gelsinger’s comments weren’t a critique of TSMC’s manufacturing leadership. Instead, they highlighted a structural vulnerability facing the world’s most advanced chip supply chain.

While investors often focus on the possibility of military conflict across the Taiwan Strait, Gelsinger argued that an energy blockade alone could halt production, leaving global technology companies scrambling for supply.

Intel’s Foundry Strategy Comes Into FocusThat backdrop could strengthen one of Intel’s biggest strategic arguments as it expands its foundry business.

Under CEO Lip-Bu Tan, Intel has continued investing in advanced manufacturing capacity in the U.S. and Europe, betting that customers increasingly value supply-chain resilience alongside manufacturing performance and cost.

The company still trails TSMC in several areas of leading-edge production, but geographic diversification has become a bigger priority for governments and multinational chip designers since the pandemic exposed the risks of concentrated supply chains.

Programs such as the U.S. CHIPS Act were designed with that objective in mind.

Why Intel’s Supply Chain Could Matter MoreGelsinger’s warning reinforces that broader trend. If customers place a higher premium on manufacturing closer to home—or simply across multiple regions—Intel’s domestic footprint could become a more valuable competitive asset than traditional technology comparisons alone suggest.

That doesn’t mean Intel benefits from a disruption in Taiwan. A prolonged shutdown at TSMC would reverberate across the entire semiconductor industry, hurting suppliers, customers and chipmakers alike.

But Gelsinger’s comments underscore a shift investors may increasingly need to consider. The next chapter of semiconductor competition may not be decided solely by who builds the fastest chips—it could also hinge on who can offer the most resilient supply chain.

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Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) and Intel (NASDAQ:INTC) both posted earnings exposing the widest capability gap in modern chipmaking. TSMC printed a record $40.20 billion quarter with 67.7% gross margins. Intel delivered a real beat, yet its foundry ambitions still trail by roughly a full node generation.

One Runs the Fabs. The Other Is Still Rebuilding Them. TSMC’s Q2 story is advanced-node scarcity. 7nm and below drove 77% of wafer revenue, with 3nm at 30% and a first 2nm ramp at 3%. Wafer shipments climbed 16.6% year over year. Net income surged 77.41%. That is what an AI-accelerator monopoly looks like on paper.

Intel’s quarter beat expectations, but the mix tells a different story. Non-GAAP EPS of $0.29 crushed the $0.0127 consensus, and revenue of $13.577 billion beat by 9.22%. Data Center and AI grew 22%. CEO Lip-Bu Tan stated: “The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic.” Underneath, a $4.07 billion restructuring and Mobileye impairment produced a GAAP loss.

Business Driver TSMC Intel Leading Node Status 2nm shipping commercially Intel 18A ramping Gross Margin 67.7% 41.0% non-GAAP Quarterly Revenue Growth 36.0% YoY 7.2% YoY Foundry Monopoly Versus Foundry Comeback TSMC guided Q3 revenue to $44.6 billion to $45.8 billion and raised full-year growth to slightly above 40%. Sony image sensors and the A13 unveiling at the 2026 North America Technology Symposium keep the customer roadmap loaded. Intel is building credibility instead. Xeon 6 was selected as host CPU for NVIDIA’s DGX Rubin NVL8 systems, a multiyear Xeon and custom IPU deal was signed with a hyperscaler partner, and Intel joined the Terafab project alongside SpaceX, xAI, and Tesla. Real customers, real revenue, still a smaller stage.

The scale gap is stark. TSMC carries a market cap near $2.07 trillion against Intel’s $477.7 billion. Intel’s 18A node may not hit profitable yields until late 2026 or 2027, which triggered institutional downgrades.

What Decides the Rest of 2026 I will watch TSMC’s 2nm ramp costs, which management flagged as a possible Q3 gross margin headwind. If margins hold near guidance of 65% to 67%, the thesis is intact. For Intel, Polymarket traders assign a 77.5% probability of another EPS beat, but the stock has fallen 21.52% in a month despite rising 157.56% year to date. Volatility is now the base case.

Why TSMC’s Setup Looks Cleaner Than Intel’s TSMC’s setup looks cleaner heading into year-end. The margin structure, the 2nm lead, and full-year growth above 40% describe a business compounding cash while nobody can meaningfully replace it. Intel’s profile skews more toward trader-friendly volatility than steady compounding. One Reddit holder captured the mood: “Been holding $INTC through all the pain. Still can’t quit this stock.” If 18A yields improve on schedule, that patience could pay. Until then, the foundry that already prints the wafers everyone else needs carries the cleaner fundamental profile.

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The semiconductor trade looks all but over, with investors rushing to take profits across a wide range of names that have led the broad tech sector higher through the year. Of course, the AI boom is still on. In fact, not that much has changed regarding demand for AI and the path forward for next-generation AI data centers. Still, there’s this feeling of unease when it comes to the semi stocks, which have been making a boatload of profits in these earlier days of the great AI infrastructure buildout.

The cash is flowing out of the pockets of the hyperscalers and a whole wide range of firms that are using tokens to unlock value within the enterprise. As the chips get faster and more efficient while the price of tokens goes down, there are going to be interesting shifts across the scene as perhaps the greatest buildout of all-time moves ahead. Indeed, semis have a reputation for cyclicality.

Why are semis so heavily out of favor? And why’s it worth braving? They boom explosively and go bust just as brutally. And with all the comparisons to the AI bubble, questions linger as to whether things are going to end in tears as they did a quarter of a century ago. I don’t have a crystal ball, and while there are strong cases for both sides, I do think that the current climate looks far more sober than the one leading up to the tech bubble bust of 2000-01.

The technology is actually starting to make money. And while not every firm is making good use of their tokens, I do think that will change in due time.

As for what wins in the next stages of AI, I think it’s the firms innovating at the application layer with agentics and workflow automation. Add robotics and consumer agents into the equation, and perhaps there is a chance that hyperscalers aren’t just going to stop spending in three or so years from now when more AI compute is finally online. Will hyperscalers grow content? Or will the upgrade cycle pave the way for more demand for chip stocks each and every year?

The case for the latter has not been shot down yet, even though you’d think it was, given the recent selling activity in the semis. Like it or not, it might not yet be curtains for semis as a painful digestion phase strikes. I think there will eventually be an opportunity as semi stocks all collectively plunge for those willing to pick and choose winners. And who knows? Perhaps the broad industry will win if the AI buildout requires constant CapEx for many years, or more than a decade, to come.

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Which of the semis is intriguing on the dip? In short, the demand story isn’t broken. But semi stocks have run so far that there doesn’t need to be any such negative shift to spark a sell-off. SK Hynix (NASDAQ:SKHY), Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction), and Nvidia (NASDAQ:NVDA) have been major multi-baggers in recent years. And a period of consolidation or selling, I think, is absolutely normal, healthy behavior.

Whether you choose to play the big chokepoint in the AI buildout with SK Hynix, the fab side with Taiwan Semiconductor, or the best-in-breed GPU maker with Nvidia, I do think that the following trio is worthy of the watchlist as semi valuations come in.

In my view, Taiwan Semiconductor stands out as the best value because it’s got Nvidia’s business, custom silicon business, exposure to edge AI, physical AI, and, perhaps most importantly, it’s at the frontier of chip manufacturing. It’s in a unique spot, and there is no AI boom without the name, given a stark lack of alternatives at such a critical moment in the AI infrastructure boom.

So many companies depend on the company that it’s ridiculous. And with more diversification across customers and AI themes (edge versus cloud), it certainly stands out as one of the best ways to cover most bases in this AI revolution. Wherever the AI boom spreads and whoever designs that leading inference chip, Taiwan Semiconductor is bound to win. Indeed, if Taiwan Semi goes down, so too does the entire sector pretty much. If DRAM demand collapses due to some algorithmic efficiency breakthrough, SK Hynix could come under pressure.

The case for Taiwan Semiconductor If Nvidia loses its lead in the AI race or if it can’t keep up in the shift to inference, the shares could take a hit. But if Taiwan Semi takes a hit? More than a handful of companies will also feel the heat. It’s literally the company that cannot afford to fumble in the slightest. Given its exceptional track record of operational excellence, I don’t expect it to.

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Posted by Defense World Staff on Jul 20th, 2026

Cantillon Capital Management LLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 11.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,493,551 shares of the semiconductor company’s stock after selling 335,727 shares during the period. Taiwan Semiconductor Manufacturing makes up about 5.6% of Cantillon Capital Management LLC’s holdings, making the stock its 3rd biggest position. Cantillon Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $842,696,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter worth $701,000. Bank of Nova Scotia lifted its holdings in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $270,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.2% TSM opened at $397.59 on Monday. The business’s fifty day moving average is $426.79 and its two-hundred day moving average is $378.48. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The company has a market cap of $2.06 trillion, a price-to-earnings ratio of 28.69, a PEG ratio of 0.95 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Insiders Place Their Bets In related news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders acquired 6,857 shares of company stock worth $512,334. Insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC delivered record Q2 profit and beat expectations, supported by strong demand for advanced AI chips and leading-edge nodes. Reuters article Positive Sentiment: The company raised its 2026 revenue growth outlook to above 40% and signaled continued AI-driven expansion, reinforcing the long-term growth story. MarketBeat article Neutral Sentiment: TSMC also announced an extra $100 billion investment in Arizona, expanding its U.S. manufacturing footprint but raising questions about capital intensity and margin pressure. Yahoo Finance article Negative Sentiment: The stock is being caught in a broader chip rout, with investors rotating out of semiconductor names amid worries that AI spending enthusiasm is cooling. Yahoo Finance article Negative Sentiment: Analysts and traders are flagging capex concerns, saying the surge in spending could compress free cash flow and keep the stock volatile in the near term. Benzinga article Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on TSM shares. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Finally, DA Davidson increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday. Three research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $490.00.

Read Our Latest Stock Report on Taiwan Semiconductor Manufacturing

About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

See Also Five stocks we like better than Taiwan Semiconductor Manufacturing Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSMC, NVDA, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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