TSM Stock Recent News

The 'Fast Money' traders react to report Pres. Trump going to rescind chip curbs.

ASML Holding and Taiwan Semiconductor Manufacturing power the chip industry, but ASML's EUV monopoly and strong outlook give it the investment edge.

A widely used arbitrage play involving Taiwan Semiconductor Manufacturing Co. has started paying off in a big way thanks to the unprecedented surge in the Taiwan dollar.

2025 hasn't been a good year for artificial intelligence (AI) stocks so far. Investors became risk-averse over economic uncertainty created by a tariff-fueled trade war that raised the chances of a global recession.

Wall Street is a big believer in technology stocks at the moment. And who can blame them, with the rapid growth coming from areas of the market such as artificial intelligence (AI), cloud computing, and e-commerce?

Taiwan Semiconductor Manufacturing (TSM -2.26%) stock lost ground in Tuesday's trading. The company's share price ended the day down 2.3% amid a 0.8% decline for the S&P 500 (^GSPC -0.77%) and a 0.9% decline for the Nasdaq Composite (^IXIC -0.87%).

Taiwan Semiconductor Manufacturing Company TSM has seen its share price soar 19.7% over the past month. This surge has significantly outperformed the broader Zacks Computer and Technology sector, which gained 16.2% during the same period.

Taiwan Semiconductor Manufacturing Company Limited's critical role in the semiconductor value chain may not be well-understood enough by all semiconductor investors. Despite cyclical headwinds and potential tariff impacts, TSMC's long-term growth prospects remain strong, spurring its recent outperformance. TSMC's strategic expansion in Arizona aims to mitigate geopolitical risks and support U.S. chip production, enhancing its competitive edge over rivals.

Taiwan's Dollar experienced its biggest gain since 1988 (+10% in the past month) as investors speculated about a potential trade deal with the U.S.; the U.S. dollar slipped. Heightened trade war and Trump's tougher stance on Chinese imports, semiconductor exports, and inflationary pressures have left global economies uncertain on signs of trade war damage. AI demand and sustainability have led analysts from Morgan Stanley and BofA to remain bullish on Taiwan Semiconductor Manufacturing Company (TSM), the world's largest semiconductor foundry.

Artificial intelligence (AI) investing and the word "cheap" don't often go hand in hand. Many of these stocks got a bit overheated during the market's run over the past few years and sold off a bit recently.