Group 1 - The core point of the article is that Taiwan Semiconductor Manufacturing (TSM) is the leading company in the chip market essential for artificial intelligence (AI) development, amidst fierce competition in AI models and cloud infrastructure [1] - The article highlights that while AI is growing rapidly, the chip manufacturing sector has less competition, positioning TSM as a key player for investment in AI-related technologies by 2025 [1]

In this articleQCOMNVDATXNMUAtop a newly-completed, 3.5-million-square-foot building that stands on 1,100 acres in the Arizona desert north of Phoenix is a giant logo of a microchip wafer and the letters TSMC. Taiwan Semiconductor Manufacturing Company's first Arizona chip fabrication plant, or fab, is making history because it's the most advanced chip fab on U.S. soil, and Apple has committed to being the site's largest customer. CNBC first visited the fab in 2021, not long after TSMC broke ground. TSMC in ...

Taiwan Semiconductor (TSM 1.80%) might not be a household name, but it's probably the most important company most people have never heard of.The company, which now has a market cap of roughly $1 trillion, doesn't have the consumer presence of Apple or Microsoft, but it's a vital component of the tech supply chain. TSMC, as the company is also known, is the world's leading contract chip manufacturer. It makes more than half of the third-party chips in the world and roughly 90% of the advanced chips.It's the ...

KEY TAKEAWAYSTaiwan Semiconductor Manufacturing Co. reportedly is in talks with Nvidia to produce the AI darling's Blackwell chips at the contract manufacturer's new plant in Arizona.According to Reuters, TSMC is preparing to start producing the AI chips early next year.Those chips have been made in TSMC's plants in Taiwan.  Taiwan Semiconductor Manufacturing Co. (TSM) reportedly is in talks with Nvidia (NVDA) to produce the artificial intelligence (AI) darling's Blackwell chips at the contract manufacturer ...

Watching the moves of billionaire hedge fund managers is a wise investment strategy because these investors didn't get to their status without making some smart decisions.Funds that have more than $100 million in assets must disclose their end-of-quarter holdings to the Securities and Exchange Commission (SEC) within 45 days after that quarter ends, and those disclosures are then made available to the public. This gives us an idea of what sorts of moves these Wall Street pros are making, albeit in a delayed ...

The past decade has been a rewarding one for Taiwan Semiconductor Manufacturing (TSM -1.44%) investors, as shares of the foundry giant have shot up an incredible 706% during this period, turning an investment of $10,000 made in the stock 10 years ago into just over $80,000, as of this writing. Popularly known as TSMC, the Taiwan-based company benefited from the secular growth in the semiconductor space over the past 10 years. As such, anyone who bought $10,000 worth of TSMC stock a decade ago with the aim o ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I think the moat Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) has, its market position and AI tailwinds all around it make the current valuation too cheap to ignore, even if we take geopolitical and cyclicality risksHe leads the in ...

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.Steven Cohen is a billionaire hedge fund investor who serves as CEO of Point72 Asset Management. While parsing through Point72's most recent quarterly 13F filing, I came away with one pretty clear conclusion: Cohen is bullish on artificial intelligence (AI). In the September-ended quarter, some of Point72's more outsized purchases were in "Magnificent Seven" stocks including Nvid ...

Shares of Taiwan Semiconductor Manufacturing (TSM -0.61%) are sitting close to their all-time high, and Barclays analyst Simon Coles sees more upside in the next year. Last week, the analyst maintained the firm's overweight (buy) rating on the stock but raised their price target from $215 to $240.Wall Street's price targets are not all that meaningful for long-term investors. But in this case, there is a meaningful catalyst that can send shares higher in the near term: artificial intelligence (AI). Here's w ...

TSMC (TSM) closed at $190.08 in the latest trading session, marking a -0.61% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.35%. On the other hand, the Dow registered a gain of 0.97%, and the technology-centric Nasdaq increased by 0.17%.Coming into today, shares of the chip company had lost 3.38% in the past month. In that same time, the Computer and Technology sector gained 0.56%, while the S&P 500 gained 1.69%.Market participants will be closely following the fi ...