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Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (TSM) Struggles With US Expansion

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher

According to a story reported by Taiwan News on December 23, 2025, labor shortages and permitting obstacles have caused delays in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s development in Arizona. The project will cost NT$5.2 trillion and cover 1,149 acres north of Phoenix. The firm has to establish over 18,000 technical regulations because of regulatory fragmentation, which necessitates approvals from municipal, state, and federal agencies. The business had to bring technicians from Taiwan, which resulted in union backlash and lawsuits. Challenges are water-use restrictions and environmental reviews. Currently, two fabs are being built, one is in operation, and more facilities are being planned.

TheFly reported on December 8, 2025, that Bernstein raised its price objective for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330. The firm maintained its Outperform rating. The firm boosted its forecast for the chip-on-wafer-on-substrate capacity of the company to 125,000 wafers per month by the end of 2026, pointing out that this would satisfy Nvidia’s requirements for the Blackwell and Rubin projects in 2025 and 2026. Furthermore, Bernstein projected that revenues of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) would rise by 23% in fiscal 2026 and 20% in 2027.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) operates the world’s largest specialized chip manufacturer.

While we acknowledge the risk and potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025.

Disclosure. None

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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