Buy TSM by Mar 22, 2026.

Counterpoint says foundry revenue was up 17% YoY, mostly thanks to AI chips. TSM alone grew 41%, pushing its market share to 39%, and with NVDA, AMD, and AVGO orders, their 3nm and 4/5nm lines are basically maxed out. Meanwhile, other foundries only grew about 6%. Doesn’t really feel like AI demand is slowing more like TSM is the only one that can actually crank out these AI chips at scale. I don’t really buy the whole “AI hype is …