Starting with 2025, management projects that AI-related revenue will grow at a 45% compound annual growth rate (CAGR) over the next five years, with total revenue increasing at nearly a 20% CAGR. That's easily market-beating growth, yet Taiwan Semiconductor's stock trades at nearly a market-average forward price-to-earnings (P/E) ratio.

Taiwan's Ministry of National Defence (MND) has said that four Chinese military aircraft and 10 naval vessels were tracked operating around the island until 6 a.m. (local time) on Sunday.

The votes could reshape the island democracy's parliament and the government's approach to its powerful neighbor.

In 2024, the United States surpassed China and Hong Kong to become Taiwan's largest buyer of machinery, with sales reaching USD 5.8 billion, a 6.1% increase from 2023. This shift reflects geopolitical tensions and the "Made in the USA" policy,

TSMC cemented its global leadership in advanced chip manufacturing, driving strong revenue and profit growth amid surging AI demand. See why TSM stock is a Sell.

As they kicked off the largest joint military exercises in Australia’s history with a press conference in Sydney earlier this month, U.S. commanders gave a simple explanation for why 35,000 troops from 19 nations were simulating high-tech warfare.

Two companies have recently seen their stock prices head higher on optimism about the future growth in AI spending. Palantir Technologies ( PLTR 2.59%) shares are up 93% from their April low, as of this writing. Taiwan Semiconductor Manufacturing ( TSM 1.60%) is up 67% in that same period.