TSMTaiwan Semiconductor Manufacturing

TSMC continues to benefit from massive AI chip demand, with sales growth staying strong. But $TSM isn’t exactly taking off, which makes me wonder if investors are already pricing in a lot of the good news.

With AI infrastructure spending still growing, is $TSM still undervalued here, or has the AI hype already pushed expectations too high?

$TSM is back in focus after sales jumped 45%, highlighting just how strong demand for advanced chips remains.

With Nvidia and other AI leaders continuing to spend heavily on compute, TSMC is benefiting from the broader AI infrastructure boom. The big question is whether this level of growth can continue as expectations keep rising.

Do you think $TSM still has more room to run, or is the AI boom already priced in?

AI chip stocks came under pressure after reports that China is making faster progress in semiconductor development, raising fresh questions about long-term competition. Companies like $NVDA, $AMD, $AVGO, and $TSM felt the impact as investors weighed whether China's growing capabilities could eventually reshape the global chip industry. While demand for AI hardware remains strong, the race to build advanced semiconductors is becoming more competitive than ever. The AI boom is still driving massive investment, but it's clear that geopolitical developments are becoming just as important as earnings and product launches. Do you think this pullback is just short-term noise, or could China's progress become a bigger challenge for the semiconductor industry over time?

China’s answer to Micron just went live for trading. Memory maker Changxin Technology Group, known as ticker CXMT, IPO’d today and shares jumped more than 450% in their first day of trading. As foreign investors, it’s near impossible to invest directly in Chinese markets so almost none of us will be buying shares anytime soon, but there’s some interesting notes in their prospectus that are worth looking at.

CXMT’s IPO comes at a time when computer memory chips are arguably one of the most important pieces of tech in the world right now. The AI boom has put a strain on the world’s memory cards as AI companies are buying insane amounts to train their AI models and build datacenters in the US and internationally. But, other tech from drones to phones still need these chips.

Looking into the IPO filings, CXMT holds an almost 8% share of the world’s RAM market. Which is an insane amount for a growing company. 

Looking at this from a geopolitical lens, will we see the benefit of CXMT’s growth in the US? As of now, maybe. The company is not on the US’s “Entity List” like many other Chinese companies and several large companies, like Apple are begging the Trump Administration to allow US companies to buy CXMT memory chips. That said, others are calling this a national security issue and calling for a full ban of CXMT chips.   

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This week reminded investors that not every AI stock moves in the same direction. While companies like $NVDA and $TSM continued benefiting from strong AI infrastructure demand, other names struggled as Wall Street became more selective about valuations and execution. As earnings season unfolds, investors are paying closer attention to which companies are actually turning AI investments into real revenue instead of just riding the hype. Which AI stock do you think has the strongest long-term potential right now: $NVDA, $MSFT, $META, or someone else?

$NVDA, $AMD, $AVGO, and $TSM trimmed earlier losses as investors stepped in to buy the dip, signaling that confidence in the AI and semiconductor trade remains intact despite recent volatility. The rebound suggests many investors still see long-term value in chip stocks, even as markets digest earnings, valuations, and macro uncertainty.

Do you think this dip was a buying opportunity, or is the semiconductor sector still due for more downside?