Taiwan Semiconductor Manufacturing Company Ltd. TSM

Taiwan Semiconductor Manufacturing Co., Ltd. se dedica principalmente a la fabricación y venta de circuitos integrados y productos semiconductores. La Compañía está principalmente dedicada a la fabricación, venta y prueba de empaquetado de circuitos integrados y otros dispositivos semiconductores, la fabricación de máscaras, así como la prestación de servicios de diseño asistido por ordenador. Los productos de la Compañía se aplican a ordenadores personales (PC) y productos periféricos, aplicaciones de información, sistemas de comunicación cableados e inalámbricos, equipos industriales, electrónica de consumo como reproductores de discos digitales, televisores digitales, consolas de juegos y cámaras digitales. La Compañía también está dedicada al desarrollo de tecnología de proceso de 5 nanómetros, tecnología de máscaras, tecnología de sensores de imagen de óxido de metal complementario (CMOS), tecnología de circuitos integrados tridimensionales (3D) y tecnología de sistemas en chips integrados de TSMC (TSMC-SoIC), entre otros. La Compañía distribuye sus productos a Estados Unidos, Asia y Europa.

Con 2 acciones de TSM (USD 945,71) habrías recibido USD 7,58 en dividendos en los últimos 12 meses.

• The Motley Fool 2 oct

  Nova's 2026 Outlook: Tool-of-Record Status Drives Long-Term Growth in AI Chip Packaging

  Nova (NVMI) receives a Superscore of 88/100 from The Motley Fool's Hidden Gems database, driven by its essential metrology platforms for semiconductor manufacturing and strong positioning in AI chip packaging. The company has improved operating margins to 29%, successfully integrated the Sentronics acquisition, and maintains technological indispensability at leading foundries. However, stretched valuation multiples (P/E of 47), concentrated customer base, and cyclical capital exposure present risks that prevent a higher score.

  

• The Motley Fool 2 oct

  Marvell's Custom AI Silicon Deals With Hyperscalers Could Redefine Its Growth Story

  Marvell Technology raised its fiscal 2028 revenue outlook to $18 billion with custom silicon expected to more than double. A major deal with Google worth $120 billion in cumulative revenue over six years, spanning accelerators and controllers, could significantly extend the company's growth runway as hyperscalers invest heavily in custom AI chips for data centers.

  

• Zacks Investment Research 2 oct

  Bull of the Day: Onto Innovation (ONTO)

  Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position.

  

• The Motley Fool 2 oct

  4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)

  The article highlights four undervalued semiconductor stocks worth considering in October 2026, as AI remains a hot investing trend. While the full list isn't detailed in the provided excerpt, the article compares several major semiconductor players as potential investment opportunities.

  

• The Motley Fool 1 oct

  Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?

  Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.