Taiwan Semiconductor Manufacturing Company (TSMC) is expected to deliver strong Q3 earnings, with analysts forecasting an EPS of $4.46 and revenue of $45.55 billion, surpassing management's conservative estimates. The company is anticipated to provide optimistic forward guidance highlighting AI-driven demand, capacity expansion, and increased capital expenditures. A discounted cash flow analysis values TSMC shares at around $620, indicating the stock may be undervalued despite near-term risks. This reinforces TSMC's position as a core long-term holding due to its technological leadership and growth prospects.
TSMC shares are trading at USD 472.78 on Pluang as of Oct 04, 2026 21:41 WIB, up 2.96% in the last day. The stock is near its 52-week high of USD 477.57, reflecting strong investor interest. Despite a majority of sell orders at 58%, the market cap remains robust at $2.03 trillion, showing TSMC's significant market presence.
Taiwan Semiconductor Manufacturing Company (TSMC) has seen its stock rise 51% year-to-date in 2026, driven by strong demand for AI chips. The company reported a 36% revenue increase to $40.20 billion in Q2 and expects over 40% revenue growth for 2026...
Taiwan Semiconductor Manufacturing Company (TSMC) is rated Strong Buy due to its consistent dividend growth and strong future growth prospects. Despite mixed valuation signals, including high sales/book multiples and compressing earnings/revenue mult...
Microsoft, Apple, and Google are expected to dominate the AI market with major investments in cloud computing and AI infrastructure. Their upcoming Q3 earnings reports will reveal how much they plan to increase capital expenditures in 2027, potential...
Taiwan Semiconductor Manufacturing Company (TSMC) will pay its next quarterly dividend on October 8, with different amounts for its Taipei and New York listings. The dividend yield is modest compared to TSMC's strong stock performance, which has rise...
Taiwan Semiconductor (TSMC) continues to dominate the AI chip foundry market, benefiting from growing AI demand driven by hyperscalers and frontier labs. Although its valuation has pulled back to near 5-year averages amid concerns over slowing hypers...
