A company called TSMC makes important computer parts for Apple and other big companies. People who watch the market think that TSMC is doing very well because many people want these parts, especially for AI, which is a way for computers to learn and think. This means that TSMC's stock price is going up a lot and many experts are saying it will keep going up. This is happening because computers and technology are changing fast and more countries like China and the US want to be leaders in this field. Read from source...

1. The article does not mention the role of AI technology in driving the demand for advanced chips and TSMC’s performance. It only briefly mentions that there is a global trend of increasing AI technology but fails to explain how this affects the chip market. This omission creates a gap in the understanding of the reader about the key factors behind the stock upgrades and the high demand for chips used in AI applications.
2. The article relies on analyst opinions without providing any evidence or data to support their claims. For example, it states that TSMC has a disciplined approach to capital spending but does not provide any numbers or metrics to demonstrate this. Similarly, the article mentions that there is an unexpected speed of AI server orders but does not specify what constitutes as “unexpected” or how this impacts TSMC’s performance. This lack of evidence undermines the credibility of the analyst opinions and makes the article less persuasive.
3. The article uses emotional language such as “soaring demand” to describe the market situation, which may inflate the expectations of the reader and create a false sense of urgency. This could lead to irrational decisions or investment behaviors based on emotions rather than facts. A more objective and factual tone would be more appropriate for an article that aims to inform and educate readers about the stock market and investment opportunities.

Possible recommendation: NVIDIA (NASDAQ:NVDA) as the best performer among key Apple suppliers. TSM has strong prospects but may face more competition from other chipmakers, especially those that are focusing on AI applications. NVDA has a dominant market share in the AI chips segment and is expected to benefit from the growing demand for AI technology across various industries. NVDA also has a history of innovation and strong partnerships with major tech companies such as Apple, Google, and Microsoft. However, there are some risks associated with investing in NVDA, such as high valuation, dependence on a few customers, and potential regulatory challenges in the US and China. Investors should also monitor the developments in the global chip shortage and the impact of the pandemic on the demand for electronic devices.