Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.

Tien Bor-Zen

Chuang Tzu-Sou

BURNS URSULA M

Glen Kacher of Light Street Capital, a top-performing tech investor with 45.7% returns in 2023 and 59.4% in 2024, has concentrated 40% of his portfolio in four semiconductor stocks: TSMC (14.4%), Nvidia (8.9%), Broadcom (8.7%), and AMD (8.4%). These companies are positioned to benefit from growing demand for AI infrastructure, custom chips, and data center expansion.

This Under-the-Radar Top Tech Investor Has 40% of His Portfolio in These 4 AI Stocks

Hedge fund billionaire Daniel Loeb's Third Point LLC opened a new 50,000-share position in Broadcom during Q1 FY26, while reducing NVIDIA and Taiwan Semiconductor holdings. Broadcom beat earnings expectations with $19.31B in revenue and projects $22B for Q2, with AI chip revenue expected to exceed $100B in 2027. Multiple analysts raised price targets citing strong AI business momentum and secured supply chain through 2028.

Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates

Nvidia is capitalizing on the shift of AI from data centers to edge devices through its physical AI business, which generated over $9 billion in trailing twelve-month revenue with a 50% quarterly growth rate. The company is partnering with major players like Uber for robotaxis and manufacturers for factory automation. Additionally, Nvidia's decision to sell Vera server CPUs as standalone products opens a potential $200 billion addressable market. With physical AI devices projected to reach 145 million cumulative shipments by 2035 and the market expected to generate $960 billion in annual revenue by 2033, Nvidia is well-positioned for sustained growth.

Artificial Intelligence (AI) Is Moving Beyond Data Centers. Nvidia Has Already Turned This Opportunity Into a Multibillion-Dollar Business

Cathie Wood's Ark Invest has begun purchasing shares of Cerebras Systems (CBRS), an AI chip company that completed its IPO in May 2026, raising $5.5 billion. The company offers faster processing speeds than competitors through its supersize chip design and has seen impressive revenue growth. However, investors should consider their risk tolerance, as Cerebras is not yet profitable and faces strong competition from established players like Nvidia.

Cathie Wood is Buying Cerebras Post-IPO: Should You Follow?

Major U.S. hyperscalers are projected to spend $725 billion on AI infrastructure capex this year, a 77% increase from last year. The article identifies four semiconductor and foundry companies positioned to capitalize on this boom: Nvidia, AMD, Broadcom, and TSMC, all showing strong revenue and earnings growth driven by massive demand for AI chips and custom processors.

My Top 4 Stocks That Benefit Most from the $725 Billion AI Infrastructure Supercycle

The article recommends Taiwan Semiconductor Manufacturing (TSMC) and Meta Platforms as two compelling tech stock picks. TSMC benefits from its near-monopoly in advanced AI chip manufacturing with strong profit growth, while Meta trades at an undervalued 18.9x forward earnings despite a solid core advertising business growing 33% year-over-year, though investor concerns about its elevated capex spending persist.

2 Top Tech Stocks to Buy Right Now

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Taiwan Semiconductor Manufacturing (TSM) Stock Price, Analysis & Trade Signals