Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong quarter with revenue up 41.2% year-over-year and earnings per share rising 68.7%. The company is expanding its production capacity aggressively, including plans to more than double its N2 capacity by 2027 and add three new N3 fabs. Growth in AI accelerator chip sales is expected to exceed previous forecasts, supporting an anticipated 35% total revenue growth in 2027. Despite its high valuation at about 18 times projected 2027 earnings, TSMC remains a buy, though the risk/reward profile is less attractive than before.
TSMC holds a market cap of $1.94 trillion and a dividend yield of 0.98% as of Oct 18, 2026, 09:21 WIB on Pluang. The stock price is $412.61, down 2.28% in the past day, with a typical hold time of 111 days among investors on the platform. Despite recent strong earnings growth reported, current Pluang order activity shows a majority of 68% selling interest compared to 32% buying.
Taiwan announced plans to criminalize the shipment of AI servers and advanced semiconductors to China by adding these items to its controlled goods list under the Foreign Trade Act. This move aligns Taiwan's regulations with U.S. trade policies and a...
An analyst initiates coverage of Taiwan Semiconductor Manufacturing Company (TSMC) with a strong buy rating and a price target of $577, suggesting a 37% upside from current prices. The positive outlook is driven by TSMC's strategic position to benefi...
A Delaware jury ruled that Arm breached its chip architecture license agreement with Qualcomm, causing Arm's stock to fall 5%. AMD shares also dropped 5%, while Taiwan Semiconductor's shares declined 2%. The verdict threatens Arm's core business mode...
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 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 du...
