After a fantastic 2025, shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) aren’t looking back to start the new year. Following their 55% return last year, TSMC shares are already up more than 12% in 2026. Two key events are helping the stock move higher: export control news and earnings. These developments support the bullish outlook on TSMC going forward, making the stock one of the best ways to play the artificial intelligence investment theme. All data is as of the Jan. 15 close unless otherwise indicated.
