By Danny Vena
Publication Date: 2026-02-16 00:00:00
Key Points
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The need for high-performance semiconductors has surged in recent years.
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Taiwan Semiconductor dominates the market for advanced chips, and its customers are among the biggest names in tech.
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Despite its crucial role in AI, high-performance computing, and data centers, the stock remains attractively priced.
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There are currently 12 companies that are worth $1 trillion or more, but only three are members of the prestigious $3 trillion club (as of this writing): Nvidia at $4.4 trillion, Apple at $3.7 trillion, and Alphabet at $3.7 trillion.
I am convinced that Taiwan Semiconductor Manufacturing (NYSE: TSM), commonly called TSMC, is on the fast track to join this elite fraternity. As the world’s largest and most renowned semiconductor foundry, TSMC is a crucial player in the artificial intelligence (AI) and data center buildout, which is driving strong financial and operating results.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
The company has a market capitalization of $1.9 trillion as I write this, so investors who buy TSMC right now could generate returns of 58% if it secures its membership in the $3 trillion club.
Image source: Getty Images.
Chips ahoy!
TSMC is billed as the world’s most advanced chip…
