Taiwan Semiconductor Manufacturing Company (TSMC) is recommended as a buy with a fair value target of $543, implying a 20.2% upside. The company maintains a dominant position in advanced semiconductor manufacturing, supported by decades of reinvestment, high profit margins, and significant barriers to entry. AI-driven demand is boosting TSMC's High Performance Computing revenue, which now accounts for 58% of total revenue, further strengthening its competitive edge. Key risks include customer concentration, geographic exposure to Taiwan, and the cyclical nature of the semiconductor sector despite secular growth from AI.
As of Sep 27, 2026 21:11 WIB, TSMC shares trade at USD 450.61 on Pluang, showing a slight 0.12% decline in the past day. The stock holds a market capitalization of $2.02 trillion and an enterprise value of $1.94 trillion, reflecting its massive scale in the semiconductor industry. Notably, Pluang investors show a balanced sentiment with 57% buying and 43% selling activity, while the typical holding period is 110 days.
The Columbia EM Core ex-China ETF (XCEM) targets investors wanting emerging market exposure while avoiding China and Hong Kong due to geopolitical and regulatory concerns. It is heavily weighted in technology sectors, particularly in Taiwan and Korea...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is rated a strong buy, driven by its dominant 73% market share in pure foundry and over 90% in advanced AI/HPC chips. The company shows exceptional financial results with Q2 revenue up 33.7%, ...
Taiwan Semiconductor Manufacturing Company (TSMC) is the primary beneficiary of the AI-driven capital expenditure surge, with hyperscalers expected to spend $1.3 trillion by 2027. TSMC reported a 33.7% year-over-year revenue increase in Q2 2026, alon...
Taiwan Semiconductor (TSM) reported strong Q2 results with a 36% year-on-year revenue increase and a gross margin of 67.7%, driven by high-performance computing demand. The company raised its full-year 2026 revenue growth forecast to above 40% and in...
The Invesco Semiconductors ETF (PSI) has outperformed the VanEck Semiconductor ETF (SMH) by over 20 percentage points in the past year. PSI’s equal-weight approach spreads investments across about 33 semiconductor stocks, limiting Nvidia to under 4%,...
