By Manali Pradhan, CFA, The Motley Fool
Publication Date: 2026-03-23 14:20:00
When investors think about semiconductor stocks, Nvidia, Advanced Micro Devices, and Broadcom usually get most of the attention. But all these companies rely heavily on one company to manufacture their chips, and that is Taiwan Semiconductor Manufacturing (NYSE: TSM).
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 »
TSMC, as it’s also known, is the largest pure-play foundry, controlling over 70% of the global market. The global foundry market is currently worth nearly $185 billion and is expected to grow to around $360.5 billion by 2036.
Since Taiwan Semiconductor manufactures chips for many designers and technology giants, it benefits from the explosive industrywide demand for cutting-edge chips and is not reliant on any single company or technology.
TSMC’s…
