TSMC's $100 Billion Arizona Expansion Shows The Stock Is a No-Brainer Buy

SK Hynix is entering the Co-Packaged Optics (CPO) market to enhance AI system performance, relying on TSMC's technologies and Taiwanese suppliers. Samsung may use testimony in a legal case against CXMT to challenge China's memory chip industry. AMD is reportedly partnering with Google for custom AI chips, competing with Broadcom and MediaTek. Samsung is accelerating its Texas chip manufacturing expansion, targeting Tesla's AI chips for its 2nm technology. TSMC has developed A16 technology for fa

TSMC, a leader in semiconductor manufacturing, announced an $8 billion increase in annual spending to $60-$64 billion and a $100 billion investment in Arizona. The company reported record 2025 revenue of $122.42 billion and net income of $55.21 billion, driven by AI and high-performance computing demand. TSMC's stock initially dropped post-earnings but later recovered.

TSMC proposed a shared takeover of Intel's chip foundries with NVIDIA, Broadcom, and AMD, aiming for less than 50% ownership. Intel is divided on the deal, and TSMC seeks partners who are Intel's advanced-manufacturing customers. The companies face challenges due to differing processes and trade secrets. U.S. President Donald Trump encouraged TSMC to assist Intel, aiming to strengthen domestic production. Intel has struggled amid industry shifts, with TSMC investing $160 billion in U.S. data cen

TSMC (TSM) rose 0.9% to $419.40 ahead of Nvidia's (NVDA) earnings, which will indicate AI chip demand. TSMC's July revenue surged 44.7% to NT$467.58 billion, and it raised its 2026 capital-spending forecast to $60-64 billion. The stock is up 38% this year, trading at 30x earnings.

Citadel reduced its exposure from Situational Awareness' portfolio by 80%, executing over 100 block trades worth $4 billion. Ken Griffin cited Citadel's ability to evaluate risks and execute trades quickly. The portfolio focused on AI infrastructure companies like Sandisk and Micron, which saw significant declines in July.

Harvard University disclosed a $2.2B stake in SpaceX and a $350M stake in Taiwan Semiconductor Manufacturing Company (TSMC) via its endowment. Elite universities are increasingly investing directly in tech companies and venture capital funds, with Harvard opening a San Francisco office to facilitate this. These investments aim to generate returns and support research and innovation.