Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC reported a 41.2% year-over-year revenue increase and expects 44% growth for 2026, driven by AI chip demand that exceeds its supply capacity. The company is investing heavily in new technology nodes like 2nm, which pressures margins but positions it well for future growth. Analysts have a buy rating with a price target of $516.16, suggesting a 27% upside from current levels, while also noting risks from geopolitical tensions and margin pressures due to expansion.
TSMC trades at USD 373.46, up 5.77% on Pluang as of Nov 07, 2026 00:21 WIB, with a market cap of $1.77T. Nvidia, a key customer, is priced at USD 187.97, rising 3.51%, while Broadcom stands at USD 294.61, up 1.06%. Despite strong demand, Pluang users mostly sell TSM shares, with 95% sell orders versus 5% buy orders.
Semiconductor companies like Nvidia, AMD, and TSM saw a sharp sell-off, with the SMH ETF dropping more than 11% in one day. This decline comes despite these companies generating strong free cash flow and playing a critical role in AI computing and ag...
Taiwan Semiconductor Manufacturing (TSMC) saw its stock drop over 26% amid a Nasdaq sell-off, but strong fundamentals and AI demand support a bullish outlook. The U.S. tax credit under Section 48D aids TSMC's expansion in America, reducing geographic...
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GlobalFoundries announced Q3 2026 results with revenue of $1.899 billion, a 13% increase year-over-year, and a non-IFRS net income of $298 million despite an IFRS net loss of $270 million due to a $441 million non-cash charge. The company highlighted...
Taiwan Semiconductor (TSMC) continues to attract investment due to its critical role in manufacturing advanced AI chips for all major designers. Despite a recent 15.69% share price drop, TSMC's strong revenue growth of 41.2% in Q3, high profitability...
