TSMC continues to be the principal manufacturer and primary supplier of chips for leading AI powerhouses, including Nvidia (NVDA), Advanced Micro Devices (AMD), Apple (AAPL), and Qualcomm (QCOM). Notably, TSM is also the producer of Nvidia’s cutting-edge Blackwell chip series, which has recently gained immense popularity.Taiwan Semiconductor Manufacturing Company (TSM), or TSMC for short, the world’s numero uno pure-play semiconductor foundry, has surged nearly 20% over the past month. Despite this impressive rally, my outlook remains bullish.The company is well-positioned to benefit from powerful tailwinds, including relentless AI-driven demand, a dominant—nearly monopolistic position in advanced chip manufacturing, ongoing geographic diversification, and a steady cadence of technological breakthroughs. Do you think that semi conductor industry is unstable without TSMC?
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