$TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

23
5
2

No SEC Form 4 filings for $TSM in the last 30 days.

Med

Taiwan’s boom a leveraged bet on AI irrational exuberance

Taiwan’s stock market has risen to become the world’s No. 5, according to the article, driven by an AI-led surge and the dominance of chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC). TSMC is up 46% this year, and the gains have lifted the broader market and economy. The piece also cites a “prudent” view to take profits on half positions.

Taiwan’s economy is booming thanks to AI. Not everyone sees the benefits

Taiwan’s AI-driven semiconductor boom is lifting growth, but some workers and non-tech industries say benefits are uneven. The article cites 2025 GDP growth of 8.63% and 13.69% in early 2026, exports up 34.9% to $640.7bn, and semiconductors at over 20% of GDP. It warns of a “K-shaped” economy and rising inequality.

Asian shares are mostly higher, tracking Wall Street's fresh records, and oil prices fall

Asian markets mostly rose Wednesday after Wall Street hit fresh records. South Korea’s Kospi jumped ~4.9% and Taiwan’s Taiex gained 2.7%, led by AI-driven buying of chipmakers; Japan’s Nikkei rose 1.3% to 65,816.62. Micron surged after UBS raised its 12-month target to $1,625. Oil fell (Brent $95.73), easing bond yields and supporting equities.