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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the two stocks in the chip equipment space that Morgan Stanley is the most constructive on, with the other being Applied Materials. The firm told investors in a note that the biggest debate is AI semis for the third consecutive year, where the “index weighting is dominated by the processor names, and the (so far) insatiable appetite for compute is the most important variable to consider.”
In a separate development, Bank of America Securities analyst Mike Yang reaffirmed a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) on December 10 and set a price target of $390.
The rating update followed Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) release of its November 2025 revenue report. Revenue for November 2025 on a consolidated basis reached around NT$343.61 billion, reflecting a drop of 6.5% from October 2025 and an increase of 24.5% compared to November 2024.
The company further reported that revenue for January through November of 2025 reached a total of NT$3,474.05 billion, which translates to a growth of 32.8% compared to the same period in 2024.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest contract semiconductor manufacturer in the world. Some of its prominent customers include semiconductor companies that outsource all or part of their chip production, including Advanced Micro Devices, Nvidia, Broadcom, and more.
While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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