Taiwan Semiconductor (TSMC) is rated as a tactical buy with a price target of $468, implying an 18% upside from current levels. The near-term growth is supported by factors like depreciation arbitrage, delayed adoption of High-NA EUV technology, and advancements in Silicon Photonics. However, growth is limited by delays in U.S. data center expansions and margin pressure from overseas operations. Gross margins are expected to plateau at 66–67%, challenging optimistic forecasts of further margin expansion. Investors are advised to consider selling as the stock approaches $470–$490, anticipating a potential inventory correction and earnings revision by late fiscal year 2027.
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 23.4% increase in second-quarter profit from the previous quarter, surpassing analyst estimates. The company's net income reached NT$706.56 billion ($39.45 billion), a record high for the f...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report earnings on July 16, 2026, with analysts expecting revenue around $39.85 billion, up significantly from last year due to high demand for AI chips. Earnings per share are forecasted at...
Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rat...
Dutch semiconductor-equipment maker ASML raised its 2024 sales forecast to between €43 billion and €45 billion, up from a previous estimate of €36 billion to €40 billion. The company also increased its expected gross margin to 54-56%, reflecting stro...
