#tsmc
5 posts
#tsmc Posts
How to Invest in AI Picks-and-Shovels Stocks in 2026
Beyond NVIDIA and TSMC, infrastructure enablers like power, cooling, and networking stocks may offer better risk-adjusted AI upside in 2026.
TSMC ADR (TSM) 2026: AI Demand Beyond Q1 Earnings
TSMC's N3 and CoWoS capacity is sold out through 2026. Here's why TSM remains a core AI infrastructure holding at $170.
Long-Term Semiconductor Investment Strategy: Why TSMC, NVIDIA, and Broadcom Form the AI Core
The AI infrastructure buildout will span a decade. Learn how to structure a long-term semiconductor portfolio around TSMC (manufacturing), NVIDIA (design), and Broadcom (logic/connectivity).
TSMC Q1 2024 Earnings: Record Revenue Driven by AI Chip Demand
Taiwan Semiconductor's Q1 2024 report shows record revenue (NT$686.7B, +47% QoQ) driven by AI infrastructure demand. Gross margins expanded to 57.9%, signaling premium pricing power for leading-edge chips.
SMH ETF Deep Dive: How to Ride the AI Semiconductor Supercycle
VanEck Semiconductor ETF (SMH), with $49.2B in AUM, is the world's largest semiconductor ETF. It offers concentrated exposure to NVDA, TSMC, AVGO -- the AI infrastructure backbone. A complete 2026 analysis.