Taiwan Semiconductor (TSMC) continues to dominate the AI chip foundry market, benefiting from growing AI demand driven by hyperscalers and frontier labs. Although its valuation has pulled back to near 5-year averages amid concerns over slowing hyperscaler capital expenditure, TSMC's leadership and advanced technology remain unmatched despite competition from Samsung and Intel. Strong AI infrastructure spending supports ongoing demand, suggesting the market undervalues TSMC's growth potential. Investors are encouraged to consider buying now before the stock potentially rebounds to previous highs around $480.
TSMC remains a key player in the AI chip market as of September 30, 2026, trading on Pluang at USD 458.07, slightly below its 52-week high of USD 477.57. The stock saw a positive 1-day change of 1.15% and holds a substantial market cap of $2.02 trillion. Despite mixed order activity with 53% selling and 47% buying, investors typically hold TSM shares for about 110 days on Pluang, reflecting steady interest in this technology giant.
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Taiwan Semiconductor Manufacturing Company (TSMC) is recommended as a buy with a fair value target of $543, implying a 20.2% upside. The company maintains a dominant position in advanced semiconductor manufacturing, supported by decades of reinvestme...
