TSMC has a monopoly on making AI chips. Here's why this stock could be the safest bet in the $700 billion capex boom.

It's the beginning of the AI pipeline.
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TSMC stock rises as it plans $56 billion splurge on AI chip making. What really matters.

Taiwan Semiconductor Manufacturing is ready to make massive investments in chip-manufacturing capacity. Now the question is how much of that is due to its confidence in a long-term ...
WHIO

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions

TOKYO — Taiwan's chipmaker TSMC said Thursday it will be manufacturing some of the world's most cutting-edge semiconductors in Japan to meet booming artificial intelligence-related demand, in a boost ...
24/7 Wall St

AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?

Taiwan Semiconductor (TSM) manufactures roughly two-thirds of the global foundry market and controls the advanced process nodes powering AI accelerators from Nvidia, AMD, Apple, and Intel, with ...
The New York Times

18,000 Reasons It’s So Hard to Build a Chip Factory in America

The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects in the United States. Supported by The transformation of Phoenix into a ...
Android

NVIDIA Could Beat Apple to TSMC's Most Advanced Chip Process, and It's Not Even Close to Ready

NVIDIA may unveil its next-generation Feynman AI chip architecture at GTC 2026 in March, with the chip reportedly built on TSMC’s cutting-edge 1.6nm A16 process node. If accurate, the early reveal ...