TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price ...

Taiwan Semiconductor Manufacturing Co. shares climbed by the most since April, as the world’s largest contract chipmaker rides a continued wave of optimism over artificial intelligence demand into the ...

Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is ...

Taiwan Semiconductor Manufacturing Co. plans to install chipmaking equipment in its second Arizona plant next summer as it prepares for mass production at the fab a year earlier than projected, ...

The semiconductor foundry market’s revenue rose 17% year over year to $84.8 billion in the third quarter of 2025, driven by strong demand for AI applications on advanced processes across TSMC (TSM) ...

TSMC controls 68% of global semiconductor revenue, far ahead of Samsung's 8%. Market concentration poses both risks and opportunities for semiconductor investors. TSMC's advanced manufacturing ...

Goldman’s call suggests the AI trade may still have another gear. Goldman Sachs boosts TSMC’s price target, citing surging AI-driven demand and industry bottlenecks. AI infrastructure demand drives ...