Taiwan Semiconductor Manufacturing, Alphabet, and Nvidia are outperforming the S&P 500 year to date despite recent semiconductor sell-offs. TSMC manufactures about 70% of all processors and nearly 90% of advanced processors. Sales rose 32% in 2025 to $121 billion, and the company estimates the global chip market will reach $1.5 trillion by 2030.
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Summary by ByteBrief
3 Nasdaq-100 Stocks Up Over 200% This Year