Taiwan Semiconductor Manufacturing (TSMC) reported its sixth consecutive quarter of record profits and raised its full-year growth outlook to about 44%, driven by strong AI demand. Despite this, the stock price fell back to levels seen a month ago due to concerns over margin dilution from new 2nm chip production and a surge in capital expenditures, which are expected to remain high through 2028. Analysts remain optimistic with a consensus price target implying nearly 37% upside, but investors are cautious due to geopolitical risks and margin pressures. Upcoming quarterly results and capacity expansions, including a new fab in Arizona, will be key to determining if TSMC can sustain its growth at current valuations.
Taiwan Semiconductor's stock is trading at USD 419.82 on Pluang, down 0.58% for the day, with a market cap of $1.96 trillion. As of Oct 16, 2026 20:01 WIB, the platform shows 63% of orders are buys, reflecting cautious optimism among investors.
Barclays raised its price target for Taiwan Semiconductor Manufacturing Company (TSMC) to $670, reflecting confidence after the company reported its sixth consecutive quarter of record profits and a 51% increase in third-quarter revenue. Despite stro...
Taiwan's government supports building $4 billion industrial parks in Texas to house suppliers for Nvidia and TSMC, aiming to ease chip supply constraints. These parks will host smaller suppliers near U.S. assembly sites, reducing shipping delays and ...
The VanEck Semiconductor ETF (SMH) is recommended as a Buy due to strong capital expenditure growth driven by AI investments and a recent sector price correction. SMH offers diversified exposure to leading semiconductor companies like NVIDIA, TSMC, A...
Taiwan Semiconductor Manufacturing Co. (TSMC) is struggling to meet soaring demand for advanced chips driven by the AI boom, creating intense competition for its limited manufacturing capacity. Major tech firms like Nvidia, AMD, Apple, Google, and Am...
Taiwan Semiconductor posted its sixth consecutive quarter of record profits, driven by strong AI-related demand, but its stock fell 3% along with Intel and AMD shares. The company reported higher revenue and net income, beating estimates and raising ...
