#tsmc
4 posts
#tsmc Posts
Stock Analysis
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.
β’5 min read
#AI semiconductors#S&P 500#TSMC+2
Investment Strategy
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).
β’6 min read
#NVIDIA#TSMC#semiconductors
Stock Analysis
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.
β’5 min read
#TSMC#semiconductors#earnings
ETF Analysis
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.
β’4 min read
#NVIDIA#SMH#ETF+2