The Core Infrastructure of the AI Era: NYSE: TSM Stock – Key Analysis for Investors in H2 2025 (TSMC Stock Outlook and Risks)
1. The Core Problem: Is TSM an Essential Asset or a Risk Factor in Your Portfolio? Taiwan Semiconductor Manufacturing Company (TSM) , the world's largest chip foundry, is more than a mere manufacturer; it is the core infrastructure powering the AI supercycle and advanced technological innovation. NYSE: TSM stock has garnered intense investor interest, posting an impressive gain of over 48% in the past year (Source: Simply Wall St, October 2025). However, with TSMC's stock price currently near historic highs, many investors face a critical question: "Has TSM's growth potential already been priced in, or is there still an opportunity to buy?" This analysis is focused on solving this fundamental dilemma for TSM investors. Following an SEO-optimized structure , it provides in-depth information based on long-tail keywords —such as TSMC 2025 outlook, 2nm process technology, and geopolitical risks —that investors must be aware of. We present a balanced view of the fa...