Taiwan Semiconductor Manufacturing Company Limited Price & Performance (TSM)

Taiwan Semiconductor Manufacturing Company (TSMC) has announced a $100 billion investment in the U.S., increasing its total commitment to $165 billion. This move, hailed as historic for Taiwan-U.S. relations, aims to meet growing demand for advanced chips while alleviating concerns over geopolitical risks tied to Taiwan's semiconductor dominance.12

Despite geopolitical pressures and export restrictions, TSMC continues to lead the semiconductor industry, controlling over 50% of global production and 90% of advanced nodes. Strong demand for AI-related applications and advanced chips from clients like Apple and Nvidia positions the company for sustained growth, with a projected five-year revenue CAGR of 20%.32

TSMC’s $100 billion U.S. investment has sparked mixed reactions in Taiwan, with concerns about the transfer of advanced manufacturing capabilities. However, TSMC reassured that its most sophisticated facilities will remain in Taiwan. The expansion in Arizona will add jobs and focus on AI chip production, ensuring global competitiveness.24