TSMC reported a 36% year-over-year revenue increase in Q2, driven by high-performance computing (HPC) growth of 66% and contributions from its 2nm technology. The company also saw a 9.1 percentage point rise in gross margin, with expectations for further margin and revenue growth in Q3. Despite these strong fundamentals, TSMC's valuation remains modest, offering an attractive risk/reward profile for investors. These factors support a continued bullish outlook on the stock.
TSMC is rated a BUY with a 15% price target upside to $475, driven by strong AI-related demand and a clear technology roadmap. Despite a recent stock dip due to margin pressures and capital expenditure concerns, TSMC's advanced chip technology and cu...
Recent volatility in AI-related stocks has unsettled investors, but demand for AI infrastructure and tools remains robust, supported by strong earnings from companies like ASML, Samsung, and TSMC. Neuberger advises a neutral stance on credit markets ...
Taiwan Semiconductor (TSM) retains a hold rating following a 110% stock price rally, as its current valuation surpasses aggressive fair value estimates. The easing of geopolitical tensions, including relaxed U.S. export restrictions and restored acce...
Taiwan Semiconductor Manufacturing Company (TSMC) is rated Buy due to its unmatched resilience and dominant position in global chip production. Its business model focuses on physical volume growth and long-term B2B contracts, insulating it from AI-re...
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
