By Danny Vena
Publication Date: 2026-02-16 00:00:00
Key Points
The need for high-performance semiconductors has surged in recent years.
Taiwan Semiconductor dominates the market for advanced chips, and its customers are among the biggest names in tech.
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.
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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…
