Taiwan Semiconductor Manufacturing Company (TSMC) demonstrates resilient demand for its foundry services, driven by AI growth, pricing power, and global capacity expansion. Despite macroeconomic headwinds and risks like data center delays and power constraints, TSMC's strong balance sheet and disciplined capital expenditure support multi-year profitable growth. The stock is currently oversold with a P/E of 23.57x, offering attractive upside potential to a long-term price target of $702.80. Analysts upgrade TSMC to 'Strong Buy,' expecting a significant stock price breakout by mid-2027 amid ongoing consolidation.
TSMC shares trade at USD 418.51 as of Oct 24, 2026 19:11 WIB on Pluang, recovering from a 52-week low of USD 275.06 but still below the 52-week high of USD 485.80. The stock's 1-day gain of 1.49% contrasts with its dividend yield of 0.97%, highlighting a balance between growth and income appeal. With a market cap of $1.90 trillion and a typical hold time of 111 days on Pluang, investor interest leans toward buying, as reflected by 67% buy orders versus 33% sell orders at this time.
Taiwan Semiconductor Manufacturing Company (TSMC) is projected to become a critical utility for global computing within five years, serving AI chips, smartphone processors, and data centers. The company reported strong Q3 revenue growth of 41.2% year...
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 quarte...
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...
