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Taiwan Semiconductor Manufacturing Company Ltd.

TSM · NYSE

Symbol: TSM
Type: Stock
Sector: Technology
Industry: Semiconductors
Country: Asia
Exchange: NYSE

Taiwan Semiconductor Manufacturing Company Limited ( TSMC ) (NYSE: TSM) is the world's leading dedicated semiconductor foundry, providing advanced process technologies and manufacturing capabilities to enable innovation across a wide range of industries.

Key Issues

Bullish view

TSMC’s second-quarter beat and reported demand from Nvidia and AMD support the case that AI infrastructure is extending the foundry’s growth runway.

Bearish view

Semiconductor stocks have faced concerns about a slowdown in AI-related spending, so current demand could prove vulnerable if infrastructure investment normalizes.