Taiwan Semiconductor Manufacturing Gave Amazing News to AI Semiconductor Investors

By Jose Najarro – Oct 21, 2025 at 6:00AM EST

NYSE: TSM

Taiwan Semiconductor Manufacturing

Market Cap

$1.8T

Today's Change

(-4.45%) $15.24

Current Price

$327.16

Price as of January 20, 2026 at 4:00 PM ET

TSMC mentioned that demand for AI semiconductor solutions is much stronger than it was three months ago.

In today's video, I discuss recent updates impacting Taiwan Semiconductor Manufacturing (TSM 4.45%), Nvidia (NVDA 4.38%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of Oct. 17, 2025. The video was published on Oct. 17, 2025.

Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.

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*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Taiwan Semiconductor Manufacturing Gave Amazing News to AI Semiconductor Investors

NYSE: TSM