TSMC Stock Hits Record Highs Despite Geopolitical Risks on AI Chip Dominance

TSMC's stock has rallied to record highs despite geopolitical concerns, as investors bet on its dominance in AI chipmaking
The company has over 90% market share in advanced semiconductors for AI and 50% in overall chip foundry market
Concerns center around TSMC's concentration in Taiwan and potential for supply chain disruption from China tensions
Warren Buffett sold his $5 billion stake last year due to Taiwan geopolitical risks
TSMC is addressing concerns by expanding production to new fabs in Japan, Germany, and Arizona