Taiwan Semiconductor Manufacturing Company (TSMC) exceeded its Q3 revenue guidance by $920 million, driven by AI-focused high-performance computing now making up 68% of its revenue. The company is accelerating its 2nm chip production, aiming to more than double capacity by 2027, with strong early interest in its A14 node. Despite strong earnings growth, TSMC's price-to-earnings ratio has fallen from 31.7x to 25.7x due to macroeconomic and AI sector concerns. The analyst maintains a 'Buy' rating, citing undervaluation of TSMC's earnings potential and growth in 2nm technology, though notes that high capital expenditure poses a medium-term risk.
TSMC trades at USD 403.26 on Pluang, showing a 1.16% gain as of Nov 03, 2026 20:12 WIB, despite the article noting an 18% drop. The stock holds a market cap of $1.85 trillion with a dividend yield of 1.02%, and investor sentiment on Pluang leans bullish with 74% buy orders. This positive trading activity contrasts with the macroeconomic concerns mentioned in the news, highlighting ongoing investor confidence in TSMC's growth prospects.
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