neutral
Recently
TSMC viewed as compelling buy amid AI demand and growth outlook
TSMC is cited as a compelling buy due to its leading foundry position and sustained demand from AI-related chip production.
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is highlighted in market commentary as a top semiconductor stock to consider for long-term investors, supported by its leading role in contract chip production for AI and high-performance computing. The foundry benefits from strong demand for advanced nodes and AI-related wafers, has seen significant year-over-year gains and maintains scale advantages over peers in manufacturing capacity and technology leadership.