Taiwan Semiconductor Manufacturing Company Limited (TSMC) is rated a strong buy, driven by its dominant 73% market share in pure foundry and over 90% in advanced AI/HPC chips. The company shows exceptional financial results with Q2 revenue up 33.7%, EPS up 77.4%, and a gross margin of 67.7%, all outperforming sector averages. Despite this, TSMC trades at an 11.7% discount compared to peers, with a price target of $558.69. Geopolitical risks related to China are noted but have not diminished the company's competitive edge and growth potential.
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) holds a market cap of $2.02 trillion and an enterprise value of $1.94 trillion as of Sep 26, 2026, 14:01 WIB. The stock shows a slight 1-day decline of 0.12% and offers a dividend yield of 0.9%. On Pluang, the order activity leans toward buying at 64%, with a typical hold time of 109 days, indicating steady investor interest despite minor price fluctuations.
Taiwan Semiconductor Manufacturing Company (TSMC) is the primary beneficiary of the AI-driven capital expenditure surge, with hyperscalers expected to spend $1.3 trillion by 2027. TSMC reported a 33.7% year-over-year revenue increase in Q2 2026, alon...
Taiwan Semiconductor (TSM) reported strong Q2 results with a 36% year-on-year revenue increase and a gross margin of 67.7%, driven by high-performance computing demand. The company raised its full-year 2026 revenue growth forecast to above 40% and in...
The Invesco Semiconductors ETF (PSI) has outperformed the VanEck Semiconductor ETF (SMH) by over 20 percentage points in the past year. PSI’s equal-weight approach spreads investments across about 33 semiconductor stocks, limiting Nvidia to under 4%,...
Synopsys and TSMC announced new collaborations to accelerate the development of next-generation AI and high-performance computing (HPC) chips. Their innovations include AI-powered electronic design automation (EDA) flows, multi-die design support, an...
Taiwan's Taiex index reached a record intraday high of 48,601.53 driven by strong gains in the tech sector, especially semiconductor companies like TSMC, MediaTek, and Delta Electronics. This surge follows an AI-driven rally on Wall Street fueled by ...
