Taiwan Semiconductor Manufacturing Company (TSMC) is projected to gain nearly 27% upside with a price target of $515.81, driven by strong demand from Nvidia and other chipmakers. Despite a recent price pullback, TSMC reported better-than-expected Q3 earnings and expects 44% revenue growth in 2026. Nvidia’s rapid growth in AI chips, relying heavily on TSMC’s manufacturing, supports this bullish outlook. Risks include margin pressure from overseas fabs and geopolitical tensions involving Taiwan, but overall fundamentals suggest further stock gains.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) trades at USD 393.72 with a 1.31% gain as of Nov 10, 2026 23:21 WIB on Pluang, showing resilience despite recent pullbacks mentioned in the news. Nvidia Corp (NVDA), closely tied to TSMC's growth, is down 5.60% at USD 168.67 on Pluang at the same time, reflecting some market caution. TSM's market cap stands at $1.77 trillion, indicating its significant role in the chip sector that supports Nvidia's AI chip expansion.
Intel demonstrated progress with its 18A transistors and growing Xeon server CPU demand, driving strong data center revenue. However, Intel's foundry business still faces losses and lower margins compared to TSMC, which maintains high profitability d...
TSMC reported October revenue of NT$586.89 billion ($17.88 billion), up 59.7% from a year earlier and 14.7% from the previous month, driven by strong demand for advanced semiconductors amid AI investments. The company posted a record Q3 net profit an...
Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly exploring entry into advanced memory production, specifically vertically stacked 3D DRAM, following a request from its major customer NVIDIA. This move targets the highly profitable AI s...
Taiwan Semiconductor Manufacturing Company (TSMC) is seen as a strong long-term investment despite recent declines caused by AI-related sector volatility and political changes. Its leadership in advanced chip technology, including innovations like N2...
Shares of Taiwan Semiconductor Manufacturing Company (TSMC) rose 6.26% after reports that it might begin producing vertically stacked DRAM memory chips for Nvidia, its top customer. Neither company has confirmed the plans, and TSMC has not announced ...
