Taiwan Semiconductor Manufacturing Company (TSMC) is rated Strong Buy due to its consistent dividend growth and strong future growth prospects. Despite mixed valuation signals, including high sales/book multiples and compressing earnings/revenue multiples, TSMC's valuation momentum supports continued stock price appreciation. The company projects 37% year-over-year and 12% sequential revenue growth for Q3 and FY 2026, although it expects some gross margin compression. TSMC's critical role in the supply chain and proven execution history underpin confidence in its ongoing strong performance.
TSMC's strong buy rating aligns with its current market strength as seen on Pluang, where the stock trades at USD 469.06 with a 2.15% gain as of Oct 02, 2026 21:51 WIB. Despite some selling pressure, with 61% of orders being sell orders, the company's market cap remains robust at $2.04 trillion. Investors typically hold TSM for about 110 days, reflecting confidence in its medium-term prospects.
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Taiwan Semiconductor Manufacturing Company (TSMC) will pay its next quarterly dividend on October 8, with different amounts for its Taipei and New York listings. The dividend yield is modest compared to TSMC's strong stock performance, which has rise...
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