1 Reason Wall Street Is Obsessed With Taiwan Semiconductor Manufacturing

Few companies dominate their industry like Taiwan Semiconductor Manufacturing (NYSE: TSM) (TSMC) does in the semiconductor (chip) space, and Wall Street has taken notice. Through July 25, TSMC's stock is up close to 22% in 2025, while the S&P 500 index is up around 9%.TSMC has been a vital piece of the tech world for years, supplying chips to top companies that power everything from smartphones to electric vehicles to gaming consoles to data centers. That has made TSMC a stock market darling for quite some time, but Wall Street's recent obsession with the stock comes down to one thing: artificial intelligence (AI).Some don't see TSMC as a traditional AI stock, but its role in the AI pipeline is one of the more important. It's essentially the supplier for the advanced AI chips that are critical for training, deploying, and scaling AI models. Without TSMC's chips, the AI world as we know it today would be much less advanced.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool