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

Thursday, Feb 5, 2026 6:15 am ET1min read
TSM--

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.

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

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