TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in ...

In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

TSMC's revenue growth in the fourth quarter of 2025 exceeded market expectations. The foundry giant seems poised for faster growth in 2026. TSMC's ability to deliver a better-than-expected outlook ...

Taiwan Semiconductor Manufacturing Company (TSMC) is rated a sell due to overvaluation, despite its technological leadership and strong AI-driven growth. TSM trades at over 31x forward earnings, ...

Taiwan Semiconductor Manufacturing Company Limited delivered record Q4 earnings, driven by surging AI chip demand and robust Data Center growth. TSMC achieved 25% Y/Y revenue growth in Q4 and 35% Y/Y ...