Taiwan Semiconductor Manufacturing Company (TSMC) is rated a 'Strong Buy' with an expected 29% upside, driven by robust demand from AI infrastructure expansion. The upcoming Q3 results, due October 15, will highlight margins and progress on the 2nm technology ramp. Margin pressures are linked to inefficiencies in the 2nm ramp rather than fundamental business weakness or rising input costs. TSMC's net cash is forecasted to exceed $200 billion by 2028, supporting continued capital expenditures and dividend growth despite margin challenges.
TSMC's strong buy rating comes as the stock trades near its 52-week high on Pluang, showing resilience despite a slight 0.41% dip as of Oct 14, 2026 00:31 WIB. The company's market cap stands at $2.06 trillion, reflecting its dominant position in the semiconductor industry. Pluang investors show confidence with 81% buy orders, supporting the positive outlook ahead of TSMC's Q3 results.
Taiwan Semiconductor Manufacturing Company (TSMC) is set to announce its Q3 2026 earnings with high expectations for revenue and profit growth, supported by its dominant market share in foundry and advanced chips. Despite strong revenue and margin ga...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report its Q3 earnings on October 15, with expectations of strong revenue growth driven by AI demand. Despite the stock lagging behind the broader semiconductor rally due to margin concerns,...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) continues to gain from strong AI industry growth, suggesting another strong quarter ahead. However, the investment outlook is complex, with risks and rewards that may not be obvious from headl...
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