Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) is without doubt one of the 10 Best Semiconductor Stocks to Buy Right Now. On August 28, Reuters, whereas quoting the corporate’s affiliate basic counsel, reported that the corporate plans to market a system, which has been constructed to handle in addition to leverage its commerce secrets and techniques to firms in Europe and the US. The commerce secrets and techniques registry system, which Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) began constructing in 2013, has been adopted by 20 native corporations, which embrace ASE Know-how Holding Co, reported Reuters, whereas quoting Fortune Hsieh (who can also be the Chairman of Taiwan Affiliation for Commerce Secrets and techniques Safety).
In Q2 2025, Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM)’s income rose 11.3% quarter-over-quarter due to the sturdy demand for its industry-leading 3nm and 5nm applied sciences, partially mitigated by an unfavorable international alternate price. Notably, 3nm course of know-how accounted for twenty-four% of whole wafer income in Q2 2025, with 5nm and 7nm accounting for 36% and 14%, respectively. The capex for Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) on a consolidated foundation got here in at US$9.63 billion.
First Eagle Investments, an funding administration firm, launched its Q2 2025 investor letter. Here is what the fund mentioned:
“Taiwan Semiconductor Manufacturing Firm Restricted (NYSE:TSM) is the world’s largest semiconductor foundry, a major producer of superior chips utilized in genera tive synthetic intelligence with Nvidia, Broadcom, Intel, Superior Micro Gadgets and Apple amongst its shoppers. TSMC reported continued robust gross sales through the quarter, with an expanded contribution from AI. We imagine TSMC has prolonged its edge over opponents to turn into the de facto foundry for a lot of clients. The corporate has made vital efforts in recent times to geographically diversify its manufacturing base, together with within the US.”
Whereas we acknowledge the potential of TSM as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back danger. When you’re searching for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the best short-term AI stock.
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