Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

September 30, 2025 1. Introduction Taiwan Semiconductor Manufacturing Company (TSMC, NYSE: TSM) stands as an unparalleled titan in the global technology ecosystem. As the world's largest dedicated independent (or "pure-play") semiconductor foundry, TSMC doesn't design its own chips; instead, it meticulously manufactures the cutting-edge silicon that powers everything from the latest smartphones and artificial intelligence [...]

Its chips are in high demand, though the stock is at an all-time high.

The semiconductor industry stands at the precipice of a monumental shift, driven by the relentless pursuit of faster, more energy-efficient, and smaller electronic devices. For decades, silicon has been the undisputed king, powering everything from our smartphones to supercomputers. However, as the demands of artificial intelligence (AI), 5G/6G communications, electric vehicles (EVs), and quantum computing [...]

As of October 2025, the global financial markets are undergoing a profound transformation, driven by an accelerating wave of technological innovation and a pressing global imperative for sustainability. This dynamic landscape is giving rise to several high-growth sectors that are not only reshaping industries but also presenting unprecedented investment opportunities.

The global semiconductor industry, the bedrock of modern technology and the engine driving the artificial intelligence revolution, finds itself at the epicenter of an unprecedented geopolitical maelstrom. Far from a mere commercial enterprise, semiconductors have unequivocally become strategic assets, with nations worldwide scrambling for technological supremacy and self-sufficiency. This escalating tension, fueled by export controls, [...]

In a bold and ambitious push for technological autonomy, China is fundamentally reshaping the global semiconductor landscape. Driven by national security imperatives, aggressive industrial policies, and escalating geopolitical tensions, particularly with the United States, Beijing's pursuit of self-sufficiency in its domestic semiconductor industry is yielding significant, albeit uneven, progress. As of October 2025, these concerted [...]

Extreme Ultraviolet (EUV) lithography stands as the cornerstone of modern semiconductor manufacturing, an indispensable technology pushing the boundaries of miniaturization to unprecedented sub-nanometer scales. By harnessing light with an incredibly short wavelength of 13.5 nanometers, EUV systems enable the creation of circuit patterns so fine that they are invisible to the naked eye, effectively extending [...]

The artificial intelligence landscape is undergoing a profound transformation, driven not just by algorithmic breakthroughs but by a quiet revolution in semiconductor manufacturing: advanced packaging. Innovations such as 3D stacking and heterogeneous integration are fundamentally reshaping how AI chips are designed and built, delivering unprecedented gains in performance, power efficiency, and form factor. These advancements [...]

The global AI chip market is in the throes of an unprecedented and explosive growth phase, rapidly becoming the foundational bedrock for the artificial intelligence revolution. Valued at approximately USD 61.45 billion in 2023, this critical sector is projected to swell to an estimated USD 621.15 billion by 2032, demonstrating an exponential growth trajectory. This [...]

Intel (NASDAQ: INTC) is orchestrating one of the most ambitious turnarounds in semiconductor history with its IDM 2.0 strategy, a bold initiative designed to reclaim process technology leadership and establish Intel Foundry as a formidable competitor in the highly lucrative and strategically vital chip manufacturing market. This strategic pivot, launched by CEO Pat Gelsinger in [...]

In a bold strategic maneuver, Samsung (KRX: 005930) is aggressively expanding its foundry business, setting its sights firmly on capturing a larger, more influential share of the burgeoning Artificial Intelligence (AI) chip market. This ambitious push, underpinned by multi-billion dollar investments and pioneering technological advancements, aims to position the South Korean conglomerate as a crucial [...]

In a monumental strategic shift poised to redefine global technology supply chains, Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) is forging ahead with its ambitious "gigafab" cluster in Arizona. With an investment now soaring to an astonishing $165 billion, this endeavor represents the largest foreign direct investment in a greenfield project in US history. This [...]

Broadcom and Taiwan Semiconductor are among the best AI investments.

The burgeoning field of artificial intelligence, particularly the rapid advancement of generative AI and large language models, has developed an insatiable appetite for high-performance memory chips. This unprecedented demand is not merely a transient spike but a powerful force driving a projected decade-long "supercycle" in the memory chip market, fundamentally reshaping the semiconductor industry and [...]

As Artificial Intelligence (AI) continues its relentless march into every facet of technology, the demands placed on underlying hardware have escalated to unprecedented levels. Traditional chip design, once the sole driver of performance gains through transistor miniaturization, is now confronting its physical and economic limits. In this new era, an often- overlooked yet critically important [...]

The world of Artificial Intelligence is experiencing a profound shift as specialized Edge AI processors and the trend towards distributed AI computing gain unprecedented momentum. This pivotal evolution is moving AI processing capabilities closer to the source of data, fundamentally transforming how intelligent systems operate across industries. This decentralization promises to unlock real-time decision-making, enhance [...]

The foundational industry powering our digital world, semiconductor manufacturing, is undergoing a profound transformation. Driven by escalating global climate concerns, increasing regulatory pressures, and a growing demand for corporate environmental responsibility, the sector is embarking on an ambitious journey toward sustainability. This shift is not merely an ethical choice but a strategic imperative, with companies [...]

The global semiconductor industry finds itself in an unprecedented era of geopolitical influence, as stringent US export controls and trade policies continue to fundamentally reshape its landscape. As of October 2025, these measures, primarily aimed at curbing China's access to advanced chip technology and safeguarding US national security interests, have triggered a profound restructuring of [...]

China is aggressively accelerating its drive for domestic chip self-sufficiency, a strategic imperative that is profoundly reshaping the global semiconductor industry and intensifying geopolitical tensions. Bolstered by massive state investment and an unwavering national resolve, the nation has achieved significant milestones, particularly in advanced manufacturing processes and AI chip development, fundamentally challenging the established hierarchy [...]

October 3, 2025 – While the specter of the widespread, pandemic-era semiconductor shortage has largely receded for many traditional chip types, the global supply chain remains in a delicate and intensely dynamic state. As of October 2025, the narrative has fundamentally shifted: the industry is grappling with a persistent and targeted scarcity of advanced chips, [...]

The artificial intelligence landscape is undergoing a profound transformation, heralded by an unprecedented "AI Supercycle" in chip design. As of October 2025, the demand for specialized AI capabilities—spanning generative AI, high-performance computing (HPC), and pervasive edge AI—has propelled the AI chip market to an estimated $150 billion in sales this year alone, representing over 20% [...]

October 3, 2025 – The global semiconductor industry, the foundational bedrock of the burgeoning Artificial Intelligence (AI) revolution, is experiencing unprecedented growth and strategic transformation. As of October 2025, leading chipmakers are reporting robust financial health and impressive stock performance, primarily fueled by the insatiable demand for AI and high-performance computing (HPC). This surge in [...]

The global semiconductor manufacturing landscape is undergoing a profound and unprecedented transformation, driven by an intricate web of geopolitical tensions, national security imperatives, and a fervent pursuit of supply chain resilience. As of October 3, 2025, the once-hyper-globalized industry is rapidly fracturing into regional blocs, with the strategic interplay between the United States and Taiwan, [...]

BILLERICA, MA – October 3, 2025 – Entegris (NASDAQ: ENTG), a leading supplier of advanced materials and process solutions for the semiconductor industry, has seen its stock price surge recently, fueled by a booming semiconductor market, positive analyst revisions, and strategic advancements in AI-driven chip manufacturing. This sustained upward momentum has ignited

The global financial landscape is currently grappling with a significant and escalating silver demand squeeze, a phenomenon that has sent shockwaves through commodity markets and critical industrial sectors in 2025. This squeeze, characterized by an unprecedented surge in the demand for physical silver far outstripping available supply, is rapidly depleting