Taiwan Semiconductor Manufacturing: A Long-Term Winner in the AI Market

Taiwan Semiconductor Manufacturing (TSM) is a top AI stock with significant growth potential. The company recently reported Q4 sales of $33.7 billion, up 26% YoY, and earnings of $3.14 per ADR, up 35% YoY. TSM has a gross margin of 62% and is guiding for 86% sales growth in Q1 and 30% revenue growth in 2026. TSM's processor manufacturing is unmatched, with a 70% global market share and 90% of advanced chip production. This insurmountable competitive advantage is expected to continue driving TSM's growth in the coming years.