Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support and engineering services, as well as manufactures masks. Its products are used in high performance computing, smartphone, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.

Taiwan Semiconductor Manufacturing Company (TSMC) демонстрирует сильные финансовые показатели, особенно в отношении рентабельности и эффективности. ROE, ROA, и маржи значительно выше медианных значений по отрасли, что указывает на высокую эффективность компании в использовании капитала. Однако мультипликаторы, такие как P/E, P/S и P/B, значительно превышают отралевую медиацию, что может указывать на некоторую переоцененность. Тем не менее, компания имеет низкое соотношение долга к капиталу, что является позитивным знаком для инвесторов. Выручка и чистая прибыль показывают устойчивый рост, что также поддерживает положительный взгляд на будущее. Однако отсутствие дивидендов может вызвать некоторые вопросы у инвесторов, ориентированных на доходность. В общем, фундаментальная картина TSMC выглядит достаточно сильной, но высокие мультипликаторы могут ограничивать дальнейший рост цены акций.

Taiwan Semiconductor Manufacturing Company Ltd.

Key Points
Intel stock performed impressively last year, and a closer look at its progress in data center chips suggests that its healthy growth is sustainable.
Intel's focus on improving yields and making a dent in fast-growing segments of the AI data center market should drive strong long-term earnings growth.
The semiconductor sector has been one of the best-performing sectors recently, as evidenced by the 164% gains of the PHLX Semiconductor Sector index over the past three years.
The sector's impressive gains have been fueled by the rapidly growing need for chips to power artificial intelligence (AI) applications, a trend likely to continue in the next five years. McKinsey estimates that the semiconductor industry's revenue could jump to $1.6 trillion in 2030 from $775 billion in 2024.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Chip giant Intel (NASDAQ: INTC) is likely to be a big beneficiary of the semiconductor market's secular growth. Let's see how Intel stock could double by 2030.
Intel's growth is poised to accelerate remarkably through 2030
Shares of Chipzilla have shot up by 126% in the past year, driven by the company's turnaround efforts that have boosted investor confidence. Intel's current CEO, Lip-Bu Tan, has been running a tight ship, cutting costs aggressively and scrutinizing every investment to ensure it makes "economic sense."
Tan has been clear that Intel will only build what its customers need. Not surprisingly, the company has been making good progress in the data center market, where there is strong demand for various kinds of chips. It is worth noting that Intel's data center and AI (DCAI) revenue increased 15% sequentially in the fourth quarter of 2025, which was the fastest quarter-over-quarter jump this decade.
Intel's focus on emerging niches of the data center chip market, such as application-specific integrated circuits (ASICs), is paying off. The company recorded an impressive 50% year-over-year increase in revenue in the ASIC business in Q4 2025 and added that this segment is now clocking $1 billion in annualized revenue.
Intel has some notable customers for its ASICs, including Amazon and Microsoft. With the share of ASICs growing at a healthy clip in the AI chip market, Intel is pulling the right strings to help its growth pick up in the long run.
Moreover, there appears to be a strong interest in Intel's advanced 18A process node from external customers. That's not surprising, as rival TSMC's 2nm manufacturing capacity is reportedly fully booked right now, which could push customers toward Intel's competing manufacturing process, which is reportedly faster.
Of course, Intel is struggling with the yields of the 18A node, but it has been making progress on that front. The company has started shipping chips manufactured using the 18A process, and it plans to begin volume shipments of the more advanced 14A node in 2028. So, this semiconductor stock is riding multiple positives right now, and that's likely to translate into healthy upside.
The stock could double by 2030
Intel's cost-cutting efforts and yield improvements are poised to drive outstanding bottom-line growth.
The company remains a work in progress, but the points discussed above suggest it can deliver strong earnings growth through the end of the decade. Assuming Intel can achieve even 25% earnings growth in 2029 and 2030, its bottom line could jump to $2.19 per share after five years.
The U.S. tech sector has an average earnings multiple of 39. If this semiconductor stock trades at a similar valuation in 2030, its stock could jump to $85. That's 80% above the current stock price, but don't be surprised if Intel doubles in value, as its robust earnings growth is likely to be rewarded with a premium valuation.
Don’t miss this second chance at a potentially lucrative opportunity
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Intel, Microsoft, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

$100 Invested in This Semiconductor Stock Today Could Be Worth $200 by 2030

Key Points
This company benefits from the success of the existing members of the $2 trillion club.
It's poised for strong revenue growth and margin expansion through the end of the decade.
The stock valuation doesn't reflect the growth potential of the company.
The five existing members of the $2 trillion club are all beneficiaries of the growing demand for artificial intelligence (AI). Alphabet, Microsoft, and Amazon have all seen demand for their cloud computing AI services outstrip their ability to build new data centers and stand up servers. Nvidia is the largest graphics processing unit (GPU) supplier to data centers. And Apple has quietly positioned its iPhone and other devices to capitalize on industry advances in AI.
The next member of the $2 trillion club is an important partner to all five of those companies. The massive spending from the hyperscalers, Nvidia's push to more advanced GPUs and central processing units, and Apple's efforts to prepare its devices for the generative AI era all trickle down to this one company: Taiwan Semiconductor Manufacturing (NYSE: TSM).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The stock briefly touched a $2 trillion market cap in late February, but it's since pulled back to just $1.8 trillion. Still, it's up 97% in the past year, as of this writing. I predict it won't be long before it retakes the $2 trillion level and keeps climbing from there.
Powering the most advanced chips
TSMC is the largest contract chip manufacturer in the world, and the gap between it and second place is growing wider. TSMC accounted for almost 70% of all spending by companies such as Nvidia, Apple, and other chip designers in 2025. Second-place Samsung Electronics (OTC: SSNL.F) accounted for just 7% of all spend.
TSMC's market share is poised to keep growing in 2026 and beyond, as it holds a substantial technology lead. Its 2nm process went into mass production at the end of 2025, with all the capacity in its existing facilities supporting the process booked into mid-2027.
To be sure, Samsung is making good progress with its 2nm process, significantly improving the yield of viable chips per silicon wafer. However, yields remain below TSMC's 2nm process. More importantly, Samsung may have some capacity available at its foundries, but it doesn't have the capacity to steal a meaningful workload from TSMC. Furthermore, TSMC's IP library and packaging capabilities are unmatched, creating significant switching costs for anyone considering moving to the smaller competitor.
As a result, TSMC has been able to raise its pricing. It implemented a price hike on its most advanced chipmaking processes at the start of 2026 by 3% to 10%. Reports indicate TSMC plans to raise prices each year through 2029, suggesting very strong pricing power and clear visibility of demand over the next few years.
Indeed, TSMC is investing heavily to meet that demand. Management plans to spend between $52 billion and $56 billion on capital expenditures this year. That's up from $40.9 billion last year. It's spending a significant amount on new facilities in Arizona, which can help mitigate the geopolitical risk of the Taiwan-based company. However, U.S. fabs cost much more to build and operate than Taiwanese fabs, which may be another reason TSMC is planning to raise pricing through 2029 when the last Arizona fab will start volume production.
The path to $2 trillion
With increased spending by Amazon, Microsoft, and Alphabet on data centers and the strong demand for Apple's iPhone seen last quarter, TSMC looks poised for another strong year in 2026. Management guided to 30% full-year revenue growth in U.S. dollar terms, and it expects to see further improvements in gross margin in the first quarter. Through the first two months of the year, revenue is up 30% on an FX-neutral basis, in line with expectations. Note, the U.S. dollar is weaker than it was a year ago.
Management sees those strong results continuing through the end of the decade. It updated its five-year revenue outlook for 2025 through 2029 to a compound annual growth rate of 25% in U.S. dollar terms. A 36% increase in 2025 and expectations for 30% growth in 2026 suggest annualized growth of 20% in 2027 through 2029. It's also worth pointing out that management is historically conservative with its outlooks, which means there could be further upside.
With strong demand for both its 3nm and 2nm processes and planned price hikes, it should be able to achieve high gross margins even as it ramps up its next-generation process. As such, investors can expect earnings growth to outpace its top-line growth.
As such, TSMC shares deserve an earnings multiple well above its current 24 times analysts' expectations. If TSMC can achieve an earnings multiple of 27, its market cap will exceed $2 trillion. Granted, there are geopolitical risks weighing on its valuation. But as TSMC continues to put up solid earnings growth quarter after quarter, even a low earnings multiple will push its value above the $2 trillion threshold.
Should you buy stock in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 15, 2026.
Adam Levy has positions in Alphabet, Amazon, Apple, Microsoft, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing and is short shares of Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Meet the Next Member of the $2 Trillion Club. It's Up 97% in the Past Year, and It Can Still Climb Higher in 2026.

Key Points
Nvidia and Broadcom are set to cash in on huge AI spending.
Taiwan Semiconductor is fabricating chips for all of the major hardware providers.
Microsoft and Alphabet are seeing huge demand in their cloud business units.
Artificial intelligence (AI) stocks are somewhat on sale now compared to where they were trading during late 2025. That's because investors are growing a bit wary of all of the AI spending going on; but the reality is it's not going to slow down for many years.
This makes several stocks solid buys right now, and if you're looking for some investment ideas, I think these five AI stocks are among the best picks in the market.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Nvidia
Any good AI investment list includes Nvidia (NASDAQ: NVDA). Nvidia has been the industry leader since the AI build-out began in 2023, and it has done nothing to relinquish its lead over the past few years. Nvidia has continuously launched more innovative products, and its clients have gladly paid the premium to deploy Nvidia's platform versus the competition.
This has led to growth previously thought impossible for a company of Nvidia's size. During Q4 2025, which ended Jan. 25, 2026, it grew at a 73% pace. Next quarter, management expects 77% growth. Despite these impressive growth figures, Nvidia's stock trades for a mere 22 times forward earnings, making it a screaming buy right now.
2. Broadcom
While Nvidia's dominance in the AI computing unit arena has gone fairly unmatched, Broadcom (NASDAQ: AVGO) is looking to challenge that. It's not trying to beat Nvidia at its own game; instead, it's designing chips in tandem with the end user to optimize the performance for one workload type. This creates a more efficient and cheaper offering than a GPU from Nvidia, but only when the workload is properly configured. There are many applications where a GPU is still the right tool for the job, although Broadcom's custom AI chips can do a lot.
Management expects monster growth from this division and expects it to generate $100 billion in revenue by the end of 2027. Over the past 12 months, this division has made up less than half of Broadcom's $68 billion total revenue, so this emerging business unit is going to take over the majority of Broadcom's business. That's a clear sign to buy the stock, as the market hasn't priced this rise into Broadcom's stock quite yet.
3. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (NYSE: TSM) is a winner regardless of whether an AI hyperscaler is using Broadcom's or Nvidia's chips. The reality is that Taiwan Semiconductor manufactures most of the logic chips in the world for high-end devices, making it a key winner in the AI realm. The bull case for Taiwan Semiconductor is incredibly simple: AI hyperscalers need to keep spending more money on data centers. With all of them greatly increasing their capital expenditures for 2026, this bodes well for Taiwan Semiconductor.
This neutral positioning makes it a great way to profit from the general rise of AI and other advanced technologies.
4. Microsoft
Microsoft (NASDAQ: MSFT) has had a rough go over the past few months. Its stock is down around 25% from its all-time high, and really hasn't done anything to deserve the sell-off. While one could argue that part of the sell-off was valuation-related, it's now priced at some of the cheapest levels it has traded at over the past decade.
Microsoft is a clear winner in the AI field, and this sell-off is a huge gift that investors shouldn't waste.
5. Alphabet
During Microsoft's fall, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has ascended. Alphabet has recovered from being an AI loser to being an AI winner in about one year's time, and its stock has rocketed higher as a result. While it's not as cheap as it once was, Alphabet deserves its current premium of about 26 times forward earnings.
Alphabet's business is going incredibly well, specifically its Google Cloud business, which grew its revenue 48% year over year. Demand for Alphabet's computing resources is incredible, and that growth proves it. While Alphabet may be spending big on AI computing resources, it's proving that this investment has been worth it so far. If we see sustained elevated growth rates in its cloud division throughout 2026, the stock will remain a no-brainer buy.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Keithen Drury has positions in Alphabet, Broadcom, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here Are My Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now

Key Points
Semiconductors are the basic building blocks powering AI applications across multiple devices.
Helping customers integrate AI into their operations can lead to remarkable revenue and earnings growth.
Both companies can sustain their healthy growth rates over the next decade, thanks to the secular growth opportunities.
Artificial intelligence (AI) has become one of the most disruptive technologies in recent years, delivering productivity gains across several industries.
Consulting giant PwC forecasts that AI adoption could add 15 percentage points to global gross domestic product (GDP) by 2035. According to another estimate, the AI market's revenue could surge to a whopping $5.3 trillion in 2035 from just $274 billion in 2023. There are several ways for investors to take advantage of the massive growth of the AI market.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Let's take a closer look at the prospects of Taiwan Semiconductor Manufacturing (NYSE: TSM) and Palantir Technologies (NASDAQ: PLTR), two companies that play a central role in key niches of the AI market. These may be the only two AI stocks you may need to buy and hold for the next decade.
TSMC is the kingpin of AI chips
All kinds of AI hardware, from data centers to smartphones, personal computers, robots, and autonomous cars, need semiconductors to function. After all, the chips used in these applications enable them to perform the calculations required to run AI models and inference solutions. In simple terms, no AI device can function without semiconductors, which are now considered to be the new oil.
The proliferation of AI explains why the global semiconductor market's revenue is projected to more than triple over the next decade to just under $2.8 trillion. TSMC is one of the best semiconductor stocks you can buy to capitalize on this massive opportunity. That's because the company is the go-to manufacturer of chips that power AI applications.
It manufactures chips for AI data center giants such as Nvidia and Broadcom, for personal computer chip designers such as AMD and Intel, and smartphone-centric players such as Apple, Qualcomm, and MediaTek. It is worth noting that TSMC manufactured chips for a whopping 534 customers last year, producing close to 13,000 products for them across multiple applications.
Not surprisingly, TSMC anticipates its revenue from sales of AI accelerators to clock a compound annual growth rate (CAGR) in the mid-to-high-50% range through 2029. It forecasts its overall revenue to grow at a 25% CAGR over the same period. The long-term opportunity in the semiconductor market should ensure that TSMC sustains its healthy growth over the next decade, especially given that it is the No. 1 foundry manufacturing chips for third parties, with an estimated market share of 72%.
The points discussed above explain why analysts are bullish on TSMC's prospects and have raised their earnings expectations of late, a trend that should continue in the future as well due to the semiconductor market's secular growth.
That's why investors looking to buy an AI stock to buy right now and hold for the long haul should take a closer look at TSMC stock since it trades at an attractive 26 times forward earnings.
Palantir Technologies is helping customers reap the benefits of AI with its software solutions
While TSMC's hardware provides the basic building blocks that enable AI model training and inference, Palantir provides a software platform that enables end customers to deploy generative AI into their operations. Introduced in April 2023, Palantir's Artificial Intelligence Platform (AIP) has been a huge success.
This platform enables customers to integrate their data with large language models to automate processes, improve decision-making with real-time data, and develop AI applications and agents. As a result, Palantir's customer growth and deal sizes have taken off since the introduction of AIP.
The company ended 2025 with 954 customers, an increase of 34% from the year-ago period. The number of deals worth $1 million or more stood at 180, a massive increase over the 55 such deals it cracked in the final quarter of 2022 (before the introduction of AIP). The number of $10 million-plus deals has shot up 12-fold during this period, clearly indicating that customers are flocking to Palantir thanks to the gains that AIP delivers.
The robust growth in Palantir's customer base and larger deal sizes helped it end 2025 with $11.2 billion in remaining deal value (the value of contracts to be fulfilled at the end of a quarter), a threefold jump since the end of 2022. This remarkable growth has translated into a terrific bump in Palantir's revenue and earnings in recent years.
The AI software platforms market is anticipated to clock a 29% CAGR through 2034. Generating an impressive $237 billion in revenue at the end of the forecast period, Palantir is well placed to sustain its terrific growth rate over the next decade. Moreover, the company is growing faster than the AI software platform market, which can be attributed to its status as a leading player in this industry.
So, investors looking for a company with the potential to capitalize on the growth of the AI software market over the next decade would do well to consider Palantir stock for their portfolios.
Should you buy stock in Palantir Technologies right now?
Before you buy stock in Palantir Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 14, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Intel, Nvidia, Palantir Technologies, Qualcomm, and Taiwan Semiconductor Manufacturing and is short shares of Apple. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Only 2 Artificial Intelligence (AI) Stocks You Need to Hold Through 2035

Key Points
Motley Fool research shows that relatively few businesses are actively using AI.
More AI infrastructure is needed to support AI demand.
Market sentiment toward artificial intelligence (AI) is currently mixed. While it was the premier sector to invest in during 2023 through 2025, investors are a bit more selective and skeptical in 2026. They see the AI hyperscalers spending record-setting amounts on capital improvements, yet returns on this spending are still to come (if they come at all).
Investors considering AI stocks need to be patient. The reality is, most companies haven't started using AI on a day-to-day basis. Once they do, they're going to need a lot more computing capacity than is available right now. Those who are bullish on the AI trend should look at this short-term skepticism as a long-term AI buying opportunity.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Less than 20% of companies are using AI
AI usage is rapidly growing, but there's still a large majority of the population that isn't using it. Businesses are even worse, and according to research done by The Motley Fool, only 18% of businesses are currently using AI. That figure is expected to rise to 22% in the next few months, showing rapid adoption. But businesses are still a long way away from an AI-first approach that we keep hearing about.
Larger firms are a bit more tech savvy and have a 27% usage rate, but that's still way under half. There is clearly more room to use AI. AI computing resources are still constrained right now, even with relatively minor usage among the business community. As a result, there is still a huge investment opportunity in AI.
We're going to need a lot more infrastructure, and that brings to mind three stock picks that could thrive.
There are several ways to profit from this massive build-out
By 2030, McKinsey & Company projects that about $7 trillion in data center capital expenditures will be needed to meet AI computing demand. For reference, the AI hyperscalers are expected to spend about $650 billion this year, so there's still a long way to go to meet the threshold necessary to achieve this goal.
Two companies that will thrive from continued build-out are Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Nvidia makes graphics processing units (GPUs), which have become the go-to computing unit of choice for facilitating AI workflows. While there are alternatives out there, none have the full-stack capabilities that Nvidia's GPUs have and the ability to move workloads from provider to provider. An investment in Nvidia is a bet that more GPUs are needed to process all of the AI workload yet to come online -- a pretty safe bet.
TSMC is similar, as it makes most of the logic chips that go into advanced computing devices commonly deployed in AI applications. While TSMC is Nvidia's primary chip supplier, it also produces chips for its competitors. This makes TSMC the ultimate neutral investment in the AI sector, as it's a bet that spending will continue rising, and there may be different computing unit providers that emerge as better options than Nvidia, although that isn't the case right now.
Another stock I'm bullish on is Microsoft (NASDAQ: MSFT). Microsoft provides a lot of different software applications that include AI capabilities, and its platform will naturally be a way for many companies to increase their AI usage. It also has one of the top cloud computing platforms, Azure. Azure is where developers can build AI models and host them via the cloud, and this business unit has delivered impressive growth for Microsoft for many years. I don't see that slowing down anytime soon, due to rising AI demand, making its stock an excellent pick.
Businesses and consumers haven't come close to maximizing AI usage, and that bodes well for several AI investments. I think investors should use the current AI investing lull to load up on stocks, as there has seldom been a better time to buy some of these now-discounted stocks than right now.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 14, 2026.
Keithen Drury has positions in Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Unbelievable Stat That Makes Me Bullish on AI Stocks

Key Points
Taiwan Semiconductor is the main chip manufacturer for Nvidia, Apple, AMD, and others.
It controls 72% of the global pure-foundry chip industry.
The company has been growing fast and is projecting further rapid growth through 2029.
Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's code was being written by artificial intelligence (AI). I can only imagine that number is higher now.
Humans are still definitely needed to maintain quality, a fact proved by Microsoft appointing Charlie Bell, former head of the company's security business, to now focus exclusively on maintaining the quality of the company's products. He reports directly to Nadella.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Microsoft clearly doesn't plan on cutting the amount of its code written by AI. Nadella himself said it was steadily increasing, and CTO Kevin Scott predicted that by 2030, 95% of the company's code might be written by AI.
With that in mind, what is the best way to play AI becoming a permanent part of the IT industry? By my math, one of the best single-ticker ways to play it is Taiwan Semiconductor Manufacturing (NYSE: TSM).
Small island, big footprint
Taiwan is where a full 60% of all the world's semiconductor chips are produced.
But the country's footprint is even bigger than that implies because 90% of the world's advanced semiconductor chips, those 7 nanometers (nm) or smaller, are produced in Taiwan.
And those are the chips you need to run the high-end AI programs Microsoft and others are using to write their code.
Microsoft uses a lot of Nvidia hardware to run its AI. So does pretty much everyone else. IOT Analytics reports that Nvidia controls 92% of the data center GPU market. Its nearest competitor is Advanced Micro Devices at 4%.
But those Nvidia graphics processor units (GPUs) are manufactured by Taiwan Semiconductor. So are its competitor AMD's, along with Apple, Broadcom, Qualcomm and others, either in whole or in part.
In fact, Nvidia's top-of-the-line Blackwell chip is produced at a Taiwan Semiconductor factory in Arizona.
Creating an even bigger footprint
The semiconductor chip market, and by extension the AI data center hardware market, simply does not exist without Taiwan Semiconductor, which doesn't design any of the chips it produces.
Taiwan Semiconductor is a "pure foundry" company. All it does is produce chips on contract. But it's utterly dominant in the space, with 72% market share as of Q3 2025. Samsung is in second place with 7%.
You've heard of pick-and-shovel plays, I'm sure. But Taiwan Semiconductor is the pick-and-shovel play for the AI industry and the tech industry more broadly.
And the company is expanding its footprint beyond Taiwan to build up its global dominance. The semiconductor factory in Arizona I mentioned is being expanded by Taiwan Semiconductor to produce more chips in the U.S., and ultimately the company plans to have six factories and two advanced packaging facilities in the state.Taiwan Semiconductor also has plans drawn up to expand its manufacturing footprint in Japan and Germany.
And all that expansion is not coming at the cost of the company's bottom line, which remains incredibly healthy.
Trillion-dollar baby
Right now, Taiwan Semiconductor is one of only two non-American companies with a market cap of $1 trillion or more. Its latest results reflect its size and influence well.
2025 saw the company's revenue top $122.4 billion, an increase of 35.9% over 2024. Its diluted earnings per share (EPS) grew 46.4%. Taiwan Semiconductor also maintains stellar profitability with a 45% net profit margin.
The company is also projecting 30% revenue growth for 2026 and a revenue compound annual growth rate (CAGR) of 25% through 2029.
Finally, Taiwan Semiconductor is trading at a price-to-earnings-to growth (PEG) ratio of 1.2 right now, which means it's very close to fair value relative to future earnings projections.
Put all that together, and you have a solid long-term buy-and-hold prospect from the one-ticker pick-and-shovel play of the entire global tech industry.
And if Microsoft wants to generate 95% of its code with AI by 2030, it's going to need a lot more hardware, which Taiwan Semiconductor will gladly produce, and in all likelihood continue its growth streak moving forward.
Should you buy stock in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
James Hires has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Microsoft, Nvidia, Qualcomm, and Taiwan Semiconductor Manufacturing and is short shares of Apple. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Satya Nadella Says "All Software Is Being Rewritten." Here's 1 of the Best Artificial Intelligence (AI) Stocks to Own for 2026.

Key Points
Microsoft stock is trading down big despite solid growth for the company.
Nvidia and Broadcom see huge computing demand.
Taiwan Semiconductor Manufacturing is benefiting from increased spending across the board.
Artificial intelligence (AI) investing continues to be a great way to capitalize on a proven growth trend. There are several great stocks investors should be considering in March, but I'm going to focus my discussion on four of them.
All four of these stocks are direct beneficiaries of AI spending, and each looks like a great buy now.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Microsoft
Microsoft (NASDAQ: MSFT) is spending big to shore up its AI-related offerings, building up massive data centers associated with its Azure cloud computing platform to power AI workloads. So, how is it benefiting from the AI buildout right now? Microsoft isn't developing its own generative AI model; instead, it's choosing to host any developer that's willing to have their products used on Microsoft's platform. One of its biggest partners is OpenAI. This is creating massive growth for Azure, and its revenue rose 39% year over year in Q2 of fiscal year 2026 (ending Dec. 31).
Azure is expected to deliver incredible growth rates throughout the duration of the AI buildout, and this revenue is sustainable over the long-term as its clients are relatively locked into using its infrastructure to run AI workloads. Despite this solid long-term outlook and strong recent successes, Microsoft's stock is trading down about 25% off its all-time high, presenting long-term investors with a great buying opportunity right now.
2. Nvidia
Nvidia (NASDAQ: NVDA) is also having a rough go in the market at the moment. Its stock is down around 11% from its all-time high, yet its valuation is extremely depressed.
At 21.6 times forward earnings, Nvidia is now cheaper than the broader market, as measured by the S&P 500, which trades for about 21.7 times forward earnings. With all of the growth Nvidia is expected to experience over the next five years due to the AI spending spree, Nvidia looks like a genius stock to buy right now.
3. Broadcom
While Nvidia may be the most recognizable AI computing company, Broadcom (NASDAQ: AVGO) is starting to make waves. Nvidia makes broad-purpose graphics processing units (GPUs) that can handle a variety of workloads, while Broadcom is developing custom AI chips with specific end users in mind. These custom AI chips can outperform GPUs at a lower price point in some applications, but lack the flexibility to be able to replace them permanently. As a result, there is room for more than one winner in the AI computing realm.
Over the next few years, Broadcom expects huge growth. During Q1 of FY 2026 (ending Feb. 1), Broadcom's AI semiconductor division grew at a 106% pace to $8.4 billion. By the end of 2027, it expects its AI chip revenue to reach more than $100 billion. That's huge growth in just two years, making Broadcom an excellent stock to add during March.
4. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (NYSE: TSM) doesn't really care whose computing unit the AI hyperscalers are buying, as it's making the logic chips that go into nearly every single one of them. TSMC is the world's largest chip foundry and has positioned itself as a true neutral player in this field, making it a valuable partner to have.
TSMC expects strong growth for multiple years, as the projected compound annual growth rate (CAGR) for AI-related chips is nearly 60% from the period between 2024 and 2029. That's huge growth powered by the AI buildout, and as long as there is continued spending on AI, TSMC will remain an excellent stock to buy and hold.
All four of these companies are smart buys now, but investors will need to hold them for several years in order to reap the long-term benefits of all of this AI spending. We're still in the early innings of this buildout, and investors shouldn't get too impatient with random drawdowns in the market.
Should you buy stock in Microsoft right now?
Before you buy stock in Microsoft, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Keithen Drury has positions in Broadcom, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Artificial Intelligence (AI) Stocks at the Top of My Buy List for March

Key Points
Nvidia should continue to see strong growth as AI infrastructure spending soars.
As a leader in HBM, Micron is also poised to see strong growth stemming from the AI data center build-out.
With a virtual monopoly in advanced chip manufacturing, TSMC is set to continue to see strong growth.
The five largest hyperscalers (owners of massive data centers) alone are set to spend more than $700 billion on artificial intelligence (AI) infrastructure this year. That's a massive amount that is more than the gross domestic product (GDP) of most countries.
Let's look at three AI stocks well-positioned to benefit from this spending.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Nvidia
As the undisputed leader in AI infrastructure, Nvidia (NASDAQ: NVDA) is certainly one of the companies best positioned for this AI data center spending spree. The company has already been putting up tremendous growth, with its revenue surging eightfold over the past three years to $215.9 billion for the fiscal year 2026 ended in January. Its revenue continues to grow at a rapid pace, climbing 73% year over year last quarter.
Nvidia has established itself as the muscle behind AI workloads with its graphics processing units (GPUs). However, the company is now much more than just chips. Its networking portfolio has actually been its fastest-growing business, with revenue skyrocketing 264% last quarter to $11 billion. Nvidia is now offering end-to-end AI server solutions, which should help it capture even more of this AI spending.
At the same time, the stock is attractively valued, trading at a forward price-to-earnings (P/E) ratio of 22 times based on current fiscal-year analyst estimates.
Micron Technology
For GPUs and other AI chips to perform at their best, they need to be packaged with a special form of dynamic random-access memory (DRAM) called high-bandwidth memory (HBM). With demand for AI chips soaring, so is demand for HBM. Meanwhile, these components are in short supply. Not only is HBM manufacturing more complex, but it also requires upwards of three times the wafer capacity of ordinary DRAM. This has left the entire DRAM market in tight supply, which has been increasing prices.
As one of the big three DRAM makers, along with Korean companies Samsung and SK Hynix, Micron Technology (NASDAQ: MU) is well-positioned to benefit from this trend. The company saw its revenue jump 57% year over year last quarter, while even more importantly, its gross margins soared from 38.4% a year ago to 56%. That's leading to huge gains in profit and cash flow.
Meanwhile, Micron's stock is inexpensive due to its historically cyclical nature, trading at a forward P/E of just 11.5 times fiscal 2026 analyst estimates (ending in August) and just over 8.5 times the fiscal 2027 consensus. Micron has been seeking longer-term contracts for HBM, and if the company can shake off some of the cyclicality of its business, given the huge secular growth of AI infrastructure, then the stock could have a lot of upside from here.
Taiwan Semiconductor Manufacturing
Another company set to benefit from the surge in AI data center spending is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the largest foundry in the world, and given its technological expertise and scale, it has a virtual monopoly on making advanced logic chips like GPUs. This position not only makes the company a closer partner to chip designers like Nvidia but also gives it strong pricing power. In fact, it has been reported that it has already laid out a four-year, planned price hike for its services.
TSMC has been seeing strong growth, with its revenue climbing 25.5% year over year last quarter. Meanwhile, that growth shows no signs of slowing down. It recently saw a 37% increase in revenue in local currencies for January and a 22% rise for February. Overall, it is projecting that its AI-related revenue will grow at a more than 50% annual pace through 2029.
TSMC's stock is also attractively valued, trading at a forward P/E of 24 times 2026 analyst estimates. Given its valuation and growth, it is a top AI stock to own.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The $700 Billion AI Spending Boom: 3 Tech Stocks Positioned to Win in 2026

Key Points
Nvidia is benefiting from the shift to GPU-accelerated computing and the rapid growth of inference workloads.
TSMC plays a crucial role in manufacturing cutting-edge chips required to build the global AI infrastructure.
Microsoft is monetizing AI through Azure cloud, Copilot assistants, and enterprise AI platforms.
Artificial intelligence (AI) has become one of the most powerful technological and economic forces shaping this decade. Global AI spending is expected to grow 44% year over year to $2.52 trillion in 2026, as companies accelerate AI adoption across industries.
As businesses invest heavily in AI infrastructure, cloud platforms, and AI agents, Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Microsoft (NASDAQ: MSFT) have emerged as critical enablers of this transformation. Here's why these three stocks appear well-positioned to benefit from the AI boom over the next 10 years.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Nvidia
Nvidia has become one of the most important companies powering the global AI infrastructure buildout. The company's recent financial performance has been exceptional, including fourth-quarter (ending Jan. 25) revenue of $68.17 billion and net income of $42.96 billion. Management has also highlighted that demand visibility extends into calendar year 2027, supported by inventory and supply commitments .
However, the bigger story for long-term investors is how deeply embedded Nvidia has become in the global AI computing ecosystem.
Analysts expect the top five cloud providers, which together account for over half of Nvidia's total revenue, to spend nearly $700 billion as capital expenditures (capex) in calendar year 2026. Much of this spending is driven by the transition from traditional CPU-based data center workloads to GPU-accelerated computing.
Additionally, AI models are now transitioning from training to inference (real-time deployment). Inference is also increasingly tied to customer revenue generation, since these models power applications such as coding assistants, search, and enterprise software.
As a result, expanding computing capacity enables cloud providers to deploy more inference workloads, which in turn generates more revenue. This dynamic has created a powerful incentive to invest in AI infrastructure, which further fuels demand for Nvidia's chips. Nvidia expects the transition of the traditional workloads and the rise of inference to collectively account for half of its long-term opportunities.
Nvidia has also positioned itself as a full-stack AI player by offering CPUs, GPUs, high-speed networking technologies, and the CUDA software platform. The deep integration across hardware, software, and networking makes Nvidia's platform difficult to replace. Additionally, since Nvidia's GPU architectures are compatible across generations, software improvements are benefiting the entire installed base of chips. This has further strengthened customer lock-in.
Considering Nvidia's strong AI ecosystem, the company can be a smart buy for the next decade.
2. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (or TSMC) is playing a crucial role in the AI boom by manufacturing the advanced logic chips that power much of the global AI infrastructure. High-performance computing, which includes AI accelerators and data center processors, is already a strong business and accounted for almost 58% of the company's fiscal 2025 (ending Dec. 31) revenue.
TSMC's AI accelerator (chip) revenue accounted for a high-teens percentage of total sales in 2025. The company expects this business to grow at a mid-to-high-50% compounded annual growth rate from 2024 through 2029. As AI adoption expands across enterprise, customer, and sovereign use cases, demand for cutting-edge chips will continue to rise.
The tech giant also has strong visibility in future demand. Customer engagement cycles have already lengthened, and chip designers are planning manufacturing capacity two to three years in advance. In fact, in many cases, cloud service providers, who have been clients of the company's chip designer customers, are directly approaching TSMC to request additional manufacturing capacity. These trends reinforce the company's claim that AI is now a multiyear megatrend.
TSMC's technology leadership is also strengthening its long-term position. Advanced process nodes (7-nanometer and below) accounted for almost 74% of the company's fiscal 2025 revenue. The company has started high-volume manufacturing at the 2-nanometer node and expects a solid ramp in 2026.
Advanced packaging is also emerging as a key growth catalyst. Since AI accelerators require complex packaging to integrate logic chips with high-bandwidth memory, TSMC expects this segment to grow faster than its overall business in the next five years.
Coupled with its global manufacturing footprint across Taiwan , the U.S., Japan, and Europe, this leading global foundry can remain a pillar of the AI economy in the next decade.
3. Microsoft
Tech behemoth Microsoft is building capabilities across the entire AI ecosystem, including cloud infrastructure, enterprise software, and developer tools.
Microsoft Azure is the second-largest cloud infrastructure player globally, with 21% market share at the end of 2025. Despite the scale, management claimed that the available cloud capacity is falling short of the demand from AI workloads.
To address this gap, Microsoft is directing significant capital toward GPUs, CPUs, and data center infrastructure needed to run large AI training and inference workloads. While these investments seem very high today, the resulting infrastructure footprint could prove a competitive moat difficult for rivals to replicate or disrupt over time.
Microsoft is focusing on increasing the adoption of its virtual AI assistant Copilot and related AI tools. The company had 15 million paid Microsoft 365 Copilot seats and 4.7 million paid GitHub Copilot subscribers at the end of the second quarter of fiscal 2026 (ending Dec. 31).
The company is also expanding AI monetization avenues through new enterprise offerings such as Microsoft 365 E7, a premium bundle that combines Copilot with identity, security, and governance tools. As AI capabilities get increasingly adopted in everyday work, enterprises will redesign several core processes around these assistants. This can further deepen Microsoft's customer relationships and increase the stickiness of its client base.
Microsoft is also positioning itself as a platform for building AI applications. Through services such as Azure Foundry and Fabric, customers can deploy models, connect them to enterprise data, and build automated agents that perform tasks across business workflows.
The company enjoys a data and distribution advantage, as a significant amount of the global corporate data is already running on its products. As AI tools increasingly rely on this data to generate insights and automate tasks, Microsoft seems well-positioned to play a central role in the AI economy in the next decade.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*
Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 14, 2026.
Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Artificial Intelligence Stocks Worth Owning for the Next 10 Years

Key Points
Billionaire Steven Cohen's Point72 hedge fund owns nearly 4,000 different stocks.
The portfolio's largest positions are AI infrastructure stocks.
Cohen also has some index funds among the hedge fund's largest holdings.
Steven Cohen isn't exactly the most headline-grabbing billionaire investor, but he runs one of the most notable hedge funds. Point72 Asset Management has an equity portfolio worth more than $86 billion that is filled with thousands of stock positions, as well as several ETFs and option positions.
Cohen maintains a fairly diversified and active portfolio. No single stock investment accounts for more than 2.2% of Point72's assets, and the fund has more than 3,800 holdings altogether.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Having said that, here are the five largest stock investments in Cohen's portfolio as of the latest quarter:
Company (Symbol)
Market Value (Approximate)
% of Portfolio
It's also worth noting that this is just the list of Point72's top individual stock holdings. The fund also has extensive ETF holdings. For example, if we included ETFs, the Invesco QQQ Trust (NASDAQ: QQQ), which tracks the Nasdaq-100 index, would be among the top five holdings as well.
Although Cohen's portfolio isn't concentrated in terms of the number of positions or the weight given to any individual stock, it's fair to say that it's concentrated in terms of the technology sector -- specifically when it comes to AI infrastructure. Among the top five, Nvidia and Taiwan Semi are plays on AI chips, Amazon and Microsoft are investing hundreds of billions of dollars in AI data centers and other infrastructure, and networking giant Arista is a major data center beneficiary.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 933%* — a market-crushing outperformance compared to 188% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
*Stock Advisor returns as of March 13, 2026.
Matt Frankel, CFP has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Arista Networks, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	30.09 32.97
Price/Sales	11.68 2.74
P/B	8.13 2.91
P/FCF	67.55 25.15

Indicator	TTM Median
ROE	32.61 15.26
ROA	22.12 6.61
ROI	26.70 10.28
Net Worth	1.94K 1.11
Quick Ratio	2.47 1.59
Current Ratio	2.37 1.88

Indicator	TTM Median
Net Profit Margin	42.53 9.90
Operating Margin	49.59 11.51
Gross Margin	58.64 49.81
Return on tangible equity	33.79 28.81

Indicator	TTM Median
EPS	1.44 0.26
EPS Forecast	1.37 0.23
Revenue	30.35B 74.00M
Gross Profit	19.66B —
EBITDA	22.49B —

Taiwan Semiconductor Manufacturing Company Ltd.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue