TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSMC is viewed as a strong buy opportunity [3], [4], [7] due to its dominant market position in chip manufacturing, particularly in the growing AI sector [7], and its aggressive expansion plans, including a $100 billion investment in U.S. production [3], [4]. February 2025 revenue showed strong year-over-year growth despite a slight dip from January [11]. A potential joint venture with U.S. chipmakers to operate Intel's foundries could further expand TSMC's market reach [5], [10], although it faces regulatory and operational challenges [5]. While Intel's new CEO and potential resurgence pose a competitive threat [9], TSMC's technological leadership and strategic investments suggest continued strength [7], [8].