What is Taiwan Semiconductor Manufacturing's market share in 2026?

As of early 2026, TSMC holds approximately 72% of the global foundry market.

Which AI chips will TSMC manufacture in 2026?

TSMC is set to manufacture Nvidia's next-generation Rubin chip architecture in 2026.

Why is TSMC considered a compelling AI stock in 2026?

TSMC's dominant market share, increasing influence in the AI chip sector, and manufacturing capabilities for future technologies make it a compelling investment.

Home / Business and Economy / TSMC: AI's Unstoppable Chip Maker in 2026

TSMC: AI's Unstoppable Chip Maker in 2026

1 Jan

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Summary

TSMC holds a dominant 72% market share in the global foundry market.
The company increased its market share amid surging AI chip demand.
Nvidia's next-generation Rubin chip architecture will be manufactured by TSMC.

TSMC: AI's Unstoppable Chip Maker in 2026

As 2026 begins, Taiwan Semiconductor Manufacturing (TSMC) continues its reign as a pivotal force in the artificial intelligence sector. The company's stock saw impressive gains exceeding 50% in 2025, yet its position suggests further potential for growth.

TSMC's significance lies in its unparalleled role as the world's largest chip foundry. It commands a staggering 72% of the global market share, a position that has strengthened even as demand for AI chips escalates. This dominance is attributed to its advanced manufacturing capabilities and proprietary processes.

The company's indispensable partnerships extend to leading AI innovators like Nvidia. Following the success of current architectures, TSMC is slated to produce Nvidia's upcoming Rubin architecture, expected to hit the market in 2026, solidifying TSMC's crucial role in powering the future of artificial intelligence.