Taiwan Semiconductor Manufacturing Co (TSM) stock has experienced volatility in recent weeks, dropping 4% in the past month. While the company continues to show strong growth, concerns surrounding AI market sustainability and geopolitical tensions are creating headwinds for the semiconductor industry.
Taiwan Semiconductor Manufacturing Co (TSM) is spearheading the development of next-generation silicon photonics solutions, fueled by the growing demand for faster data transmission and energy efficiency in AI computing. The company, along with chip designers and suppliers, aims to create an ecosystem for this technology, leading to a projected market growth of $500 million by 2028.
Taiwan Semiconductor Manufacturing Co (TSM) has acquired Innolux Corp’s flat-panel display plant in Tainan for $530.6 million. This acquisition reflects Taiwan Semiconductor’s commitment to expanding its operations and increasing its capacity for chip packaging. Innolux is shifting focus to upgrading its existing facilities and expanding into chip packaging, while Taiwan Semiconductor aims to utilize the Tainan facility for future operations.
Taiwan Semiconductor Manufacturing Co (TSM), a leading chip manufacturer, is grappling with a severe workforce shortage despite record sales fueled by AI chip demand. The global chip industry faces a growing need for skilled engineers and technicians, with a projected shortage of up to 146,000 workers in the U.S. by 2029. Geopolitical tensions, demographic challenges, and declining student enrollment in higher education contribute to this crisis. While the stock has experienced significant growth in the past year, analysts believe it has further upside potential.
