MarketPulse

TSMC

8 articles
The Motley FoolThe Motley Fool··Geoffrey Seiler

TSMC at Crossroads: AI Boom Champion or Overvalued Capex Trap?

TSMC dominates AI chip manufacturing but faces valuation concerns at 25.5x forward P/E amid capex risks and competitive threats from Samsung and Intel.
NVDATSMINTCASMLcapital expenditureAI infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Alchip to Unveil Advanced AI ASIC Tech at TSMC 2026 Symposium

Alchip Technologies to unveil advanced AI ASIC capabilities at TSMC 2026 symposium, showcasing 3nm production designs and 2nm ecosystem participation with advanced packaging technologies.
TSMhigh-performance computingTSMC
BenzingaBenzinga··Erica Kollmann

AMD Surges on TSMC's AI Boom, Bernstein Lifts Price Target to $265

AMD rises 6.05% after TSMC posts record earnings and raises 2026 guidance above 30%. Bernstein lifts AMD price target to $265 on projected 50% EPYC growth.
AMDMETAORCLORCLpDTSMAI infrastructureAMD
The Motley FoolThe Motley Fool··Rick Munarriz

Five Earnings Tests Loom: Tech Darlings and Dividend Stalwarts Face the Market's Scrutiny

Five major companies report earnings this week, including Netflix, ASML, TSMC, PepsiCo, and CarMax, each facing distinct investor expectations amid sector headwinds.
NFLXTSMPEPASMLKMXconsumer spendingNetflix
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

TSMC Slides on Iran Tensions: Why Long-Term Investors See Opportunity

TSMC slides 7% on Iran tensions but fundamentals remain strong with 25.6% revenue growth and 72% market share, presenting potential buying opportunity for long-term investors.
TSMAI chipssemiconductor
The Motley FoolThe Motley Fool··Stefon Walters

TSMC Stock Soars 107% in a Year: Is It Still a Buy at $1.8T?

TSMC stock surged 107% in one year, driven by 36% projected 2025 revenue growth and 90% market share in advanced AI chips. At 24.7x forward earnings, analysts view it as a reasonable long-term buy despite its $1.8T valuation.
NVDAMSFTAMZNAAPLTSMAI chipsvaluation
The Motley FoolThe Motley Fool··James Hires

Prediction Markets Boom, But $TSM Offers Better AI Chip Play

Prediction markets gain traction, yet private platforms limit access. $TSM dominates semiconductor foundry market, positioning it as superior AI trend investment vehicle.
NVDADKNGTSMQCOMIBKR+1AI chipsprediction markets
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth