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Is TSMC the Only AI Stock You Need? - MSNIs this the only AI stock you need? TSMC may not achieve the skyrocketing growth of a company like Nvidia, but it could be the best way to get broad exposure to the AI boom.
TSMC continues to look affordably priced at a price-to-earnings ratio of 29. Like the rest of the sector, the stock is vulnerable to the semiconductor cycle, and growth could slow, especially as ...
While it may be true that TSMC’s revenue remains smartphone and HPC-heavy, TSMC still allocates “notable capacity” for networking firms, Wang explained, adding a caveat that CoWoS (Chip-on ...
Is this the only AI stock you need? TSMC may not achieve the skyrocketing growth of a company like Nvidia, but it could be the best way to get broad exposure to the AI boom.
Following the completion of its first U.S. plant in Arizona in 2024, Apple's chipmaker TSMC is ramping up the construction of new factories.
Shares of TSMC were up around 4% by noon on Thursday. Strong revenue growth, thanks to soaring demand for AI chips, along with even stronger earnings growth, was enough to push up the stock.
TSMC's dominance in AI chip manufacturing has propelled a highly lucrative and successful partnership with Nvidia. Read why I downgrade my rating on TSM to hold.
TSMC , the world's main producer of advanced AI chips, posted record, forecast-beating quarterly profit on Thursday but warned that future income might be hit by U.S. tariffs, though perhaps not ...
There is a debate forming between TSMC versus Intel Corporation stock, exploring who dominates the foundry market. Read our take where both TSM and INTC can be winners.
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