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 customer loyalty support multi-year revenue growth. Margin dilution from investments in overseas fabs, especially in Arizona, is seen as a strategic move to meet US demand. The company is expected to maintain over 90% market share in advanced processors through 2030 due to its manufacturing expertise and strong customer relationships.
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...
Taiwan Semiconductor Manufacturing Company (TSMC) posted impressive Q2 results, with earnings per share rising 74% and revenue up 34%. Despite this strong performance, TSMC's shares fell due to market worries over its elevated capital expenditure gui...
