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TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production.

Analyst Insights
03 Oct 2026, 18:30 WIB
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Bullish
TSMC stock rises 51% in 2026 as AI chip demand boosts revenue and production.

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. TSMC's advanced 2nm chip production began, contributing to optimism with analysts raising price targets to around $532, anticipating further gains. Risks include margin pressure from new production ramps and geopolitical tensions between Taiwan and China, but overall market confidence remains high.

TSMC's stock price on Pluang is currently USD 472.78, close to its 52-week high of USD 477.57 as of Oct 03, 2026 22:31 WIB, showing strong momentum in line with the company's robust revenue growth. Despite a 1-day gain of 2.96%, the platform data reveals a high sell order activity at 82%, contrasting with the 18% buy interest, indicating mixed investor sentiment. The stock's dividend yield remains modest at 0.86%, and the typical hold time is 110 days, reflecting a balanced approach among Pluang investors.

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