Taiwan Semiconductor Manufacturing Company (TSMC) has raised its full-year 2026 growth outlook for the third time, now expecting approximately 44% growth in U.S. dollar terms, driven by strong demand for AI chips. The company reported a record quarter with revenue of $46.72 billion, beating estimates, and expects 58% year-over-year growth in Q4. TSMC's advanced 2nm chip production is ramping up, supporting bullish price targets around $530 and higher. Risks include margin dilution from overseas fabs and geopolitical tensions, but demand currently exceeds supply, maintaining pricing power. Analysts overwhelmingly rate TSMC a buy, seeing it as a key player in the AI chip market with strong growth prospects.
As of Oct 23, 2026 20:41 WIB, TSMC trades at USD 415.58 on Pluang, up 0.78% for the day and below its 52-week high of USD 485.80 but well above the 52-week low of USD 275.06. The stock's market cap stands at $1.91 trillion, reflecting its dominant position in the semiconductor sector. Pluang investors hold TSMC for an average of 111 days, with a majority 69% buying activity, highlighting strong interest despite the price being below its yearly peak.
Taiwan Semiconductor (TSMC) is in talks with SpaceX about the Terafab chip plant but insists on operating the facility itself, conflicting with Elon Musk's plan for SpaceX to run it. TSMC's CEO C.C. Wei emphasized that the Texas plant must be managed...
The iShares Semiconductor ETF (SOXX) will undergo a 3-for-1 stock split on November 5, 2026, tripling the number of shares held by investors while reducing the price per share proportionally. This split does not affect the total value of holdings, co...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
EMXETF has introduced the Emerging Markets AI Mag 3 ETF (EMAG), an actively managed fund targeting three key semiconductor companies: TSMC, Samsung Electronics, and SK Hynix. These firms are critical to the AI ecosystem as they supply advanced semico...
ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to ...
