Micron vs Taiwan Semiconductor Manufacturing: Which AI Chipmaker Is the Better Buy Right Now?

29.03.26 15:53 Uhr

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The explosion in artificial intelligence spending over the past few years has led many companies to see their profits soar, and semiconductor stocks have been some of the biggest beneficiaries by far.Two of the best performers in the sector over the past year are Micron Technology (NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) -- also known as TSMC. TSMC's 92% gain over the past year would be impressive if it weren't absolutely dwarfed by the nearly 300% increase in Micron's share price over the same period.But investors always need to be looking toward the future. And while both of these companies have produced phenomenal results and have very positive outlooks for 2026 as well, I think one stands out as a much better buy right now for long-term investors.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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Nachrichten zu Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) (Spons. ADRs)

Analysen zu Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) (Spons. ADRs)

DatumRatingAnalyst
14.10.2016Taiwan Semiconductor Manufacturing Sector WeightPacific Crest Securities Inc.
18.12.2012Taiwan Semiconductor Manufacturing buyNomura
12.12.2012Taiwan Semiconductor Manufacturing buyDeutsche Bank Securities
28.08.2012Taiwan Semiconductor Manufacturing buyNomura
14.08.2012Taiwan Semiconductor Manufacturing buyCitigroup Corp.
DatumRatingAnalyst
18.12.2012Taiwan Semiconductor Manufacturing buyNomura
12.12.2012Taiwan Semiconductor Manufacturing buyDeutsche Bank Securities
28.08.2012Taiwan Semiconductor Manufacturing buyNomura
14.08.2012Taiwan Semiconductor Manufacturing buyCitigroup Corp.
17.03.2011Taiwan Semiconductor Manufacturing overweightMorgan Stanley
DatumRatingAnalyst
14.10.2016Taiwan Semiconductor Manufacturing Sector WeightPacific Crest Securities Inc.
01.06.2012Taiwan Semiconductor Manufacturing neutralGoldman Sachs Group Inc.
02.09.2011Taiwan Semiconductor Manufacturing holdJefferies & Company Inc.
08.10.2009Taiwan Semiconductor DowngradeUBS AG
06.01.2009Taiwan Semiconductor neues KurszielCredit Suisse Group
DatumRatingAnalyst
28.04.2006Update Taiwan Semiconductor Manufacturing Co. Ltd.Am Tech/ JSA Research
08.03.2005Update Taiwan Semiconductor Manufacturing Co. Ltd.Susquehanna Financial

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