$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock, driven by strong institutional support and long-term growth potential. Morgan Stanley highlighted TSM as one of the two chip equipment stocks it is most constructive on, emphasizing the ongoing robust demand for AI semiconductors, with processor names dominating index weighting. This underscores TSM’s critical role in powering the expanding AI compute ecosystem. Additionally, Bank of America Securities reaffirmed a Buy rating with a $390 price target, reinforcing confidence in TSM’s growth trajectory. This combination of strong market positioning and analyst backing makes TSM an attractive addition to my portfolio.
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