TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

No one is denying that $VTI or US stocks have vastly outperformed ex-Us stocks over the past 4 decades. But unfortunately past performance does not indicate future results.
Ever since the AI boom started in March 2025, world ex US or $VXUS has outperformed $VTI. I expect that to continue as long as the AI cap infrastructure boom continues. Samsung, SK hynix, ASML, TSM, etc are selling the most valuable picks & shovels that the world's most valuable companies will buy at any price in the AI cap ex gold rush.
If you would pick region specific such as $VPL, $EWY, $EWT, and $EWJ you would see even higher gains vs $VTI and $VXUS. The entire world ex US isn't exactly the same.

It's not obvious that more efficient models will lead to less need for compute. In fact, the incentive is the opposite. If you have a very smart cutting-edge model, you will be inclined to make an extra push to give it as much compute as you possibly can, to see what it can do. It's unlikely anyone is going to stop improving their compute capacity once they get smarter models, UNLESS they run out of money. :-) So assuming companies still have (or can borrow) money to spend, most likely scenario is that both will happen. Models will become more efficient, while the compute capacity gets scaled up simultaneously, resulting in smarter and more capable AI. That's the plan essentially.
As per reasonably valued companies benefiting from this, that's an easy one: MU, SKHY and TSM. But that is assuming the buildout lasts for another 5-6 (or more) years and does not blowup as the available capital runs out. So tread carefully and do not YOLO.

A lot of stuff happening Tomorrow. Inflation stuff and TSM sales report. There is usually a pullback late trading day prior to ppi and cpi, but I expect good stuff from TSM--nothing unusual so far. Yeah, war stuff too.

what do people think of TSM

This is the kind of stock I look to buy. That's how I ended up in HOOD, GOOG, BULL, NVDA, AMD, TSM, WULF, QCOM...and now KLAR, TME, NIO (again), GRAB (yuck).

AIS is a personal fav, because it’s less concentrated in one thing. That cuts both ways of course, but apprx 66 holdings. Largest weights in SK, MU, AMD, Marvel, TSM. All the familiar names but a handful of others.

I know. I have that pos of a stock lol that and TSM but TSM is slightly better

Gotta love a market that values SPCX the same as TSM

Funny timing, I didn't realize this myself until just now but there's actually a new one. Defiance launched AIFR on September 1st, it's built specifically around the foundry side (TSM, GFS, UMC etc) instead of the fabless design side.

$ORCL $BE $TSM $DELL Don't touch anything on Nasdaq

<< INTC stock jumped over 4% in pre-market trade and was among the top trending tickers on the platform. ASML stock rose nearly 3%, and TSM stock moved 1.5% higher amid weakness in the broader market. **On Stocktwits, retail sentiment around INTC and TSM remained in 'neutral' territory over the past day, while sentiment around ASML trended in the 'bullish' zone.** \>>
A reminder to please refrain from trying to manipulate $AMD sentiment on this subreddit using multiple accounts. Thank you.

I hear ya. I've got shares...60 of them.. Yeah, I defy all advice and put a lot of money in just a couple stocks. The news today is that ASML is getting some big deals with TSM and Samsung, so that is why it is popping. But just watch, it'll open high and a few minutes later will be the nose dive.

I spent all weekend coming to the conclusion that $TSM is the only stock with no true red flags in AI

When I don’t decide to buy $TSM calls 😞

[TSM](https://www.onvista.de/aktien/TAIWAN-SEMICONDUCTOR-MANUFACTURING-CO-LTD-Aktie-US8740391003) - TSMC Taiwan Semiconductor (ADR) 📃@373,00€(+0,40% 🥱)
[ASML](https://www.onvista.de/aktien/ASML-Holding-ADR-Aktie-USN070592100) - ASML Holding (ADR) 📃@1510,00€(+2,03% 🤑)

CRDO BE ORCL SCCO NBIS TTMI TSM LITE TSLA :wow:

Step up price of the New VOO, Yes. But he Sold TSM, TXM, CSCO, etc... to buy the VOO. The profit from those sales could have been his Tax Free profit if Parents don't Sell them.

AI all the way right now. Google good stock but only 23k, AMAZ 24k, APPL20k ANET 20k( new) CRWD, MU, NVDA( my huge one) VIST bought at $10, MSFT, LRCX, MRVL, TSM, TTWO, WMT, SPCX, TSM, NXPI, more but you get the point. Pick good stocks. Read, read, read. 👍

SK hynix pricing power and volume are holding up well rather than collapsing. Rotating into TSM gives you a far more predictable foundry moat without having to monitor memory spot pricing, but you pay up for that stability: TSM trades at a 31.2x trailing P/E with a 34.5% ROE and a 67.7% gross margin.
See our Deep Dive:
\- SK hynix (https://astuteopticsus.substack.com/p/sk-hynix-inc-skhy-august-23-2026) and
\-Taiwan Semiconductor Manufacturing (https://astuteopticsus.substack.com/p/taiwan-semiconductor-manufacturing).

SNOW, ANET, NBIS, TSM