Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Can TSM Sustain Gross Margin Improvement Amid Overseas Expansion?
Taiwan Semiconductor's Q3 margin gains and upbeat Q4 outlook highlight its ability to absorb higher overseas fab costs while expanding globally.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Is TSMC Slowing Down? Not For Long
TSMC remains the world's most valuable semiconductor bottleneck, driven by surging AI and HPC chip demand from alpha customers like Apple and Nvidia. TSM's record operational execution is reflected in sharp wafer shipment growth, expanding market share, and margins nearing all-time highs. Management signals a transitory pause in capex expansion, with CY26 capex growth decelerating as AI spending digestion and analyst scrutiny intensify.
This Cash-Machine Stock Is Set to Triple Over the Next 5 Years
Taiwan Semiconductor's chips run the world's most powerful technological devices. The market should keep surging.
Taiwan Semiconductor: Undervalued AI Infrastructure Backbone With Multi-Year Upside
Taiwan Semiconductor Manufacturing Company is rated a strong buy with a 12-month price target of $391, implying 35% upside. TSM delivered FQ3 2025 double-digit growth: 37% revenue and 51% EPS increase, with gross margin at 59.5% and operating margin at 50.6%. TSMC's low-leverage, $90B+ cash position, and premium margins support continued outperformance, especially if AI-driven demand persists.
TSMC: Foundry Monopoly, Inelastic Demand, Robust Pricing Power, And Cheap Valuations
TSM remains a compelling buy at current heights, underpinned by the near-monopolistic foundry market share at 71%, the promising FQ4'25 guidance, and the upcoming multi-year price hikes. This is significantly aided by the growing demand for its advanced CoWoS packaging capabilities during the ongoing cloud/AI supercycle. These underscore TSM's strong pricing power, arising from its ability to efficiently deliver cutting-edge chip technologies at higher yields, which explains its increasingly rich gross/operating margins.
TSMC: Unmatched Moat, Secular AI Tailwinds, And Still A Buy At Highs
Taiwan Semiconductor Manufacturing Company (TSM) benefits from unchallenged process node leadership and robust AI-driven demand, supporting a strong Buy rating. TSM's revenue mix is increasingly weighted toward high-growth AI accelerator demand, with cyclical segments rebounding and topline growth conservatively projected at ~21%. Pricing power remains intact due to advanced packaging scarcity and a widening technology moat, with gross margins and capital efficiency supporting expansion.
TSMC: An Underrated Gem In The AI Chip Era
Taiwan Semiconductor Manufacturing Company is rated a buy, driven by its dominant position as the essential enabler of the AI chip boom. TSM leads with advanced node production (3nm in volume, 2nm on track for 2025), and its CoWoS packaging technology solves key AI chip bottlenecks. Q3 2025 revenue surged 40.8% YoY to $33.1B, with net margin at 45.7% and advanced nodes comprising 74% of wafer revenue.
Taiwan Semiconductor: I Don't Think Growth Is About To End
Taiwan Semiconductor remains a buy, with robust AI-driven demand and strong execution supporting continued growth. TSM trades at a 28x forward P/E, a 27% premium to its 5-year average, justified by high margins and secular growth trends. Geopolitical and cyclical risks exist, but TSM's unique technology leadership and deep partnerships underpin long-term resilience.
TSMC: The Demand Remains Unmet, And Prices Will Increase In 2026
TSMC is the linchpin of global advanced chip manufacturing, supplying industry leaders across AI and smartphones. Demand for TSM's advanced-node capacity far exceeds supply, with key customers like Apple and Nvidia securing future production. TSM plans 3–10% price hikes in 2026, likely driving profit margins above 45% and supporting multiple expansions.
Taiwan Semiconductor Trading at a Discount: How to Play the Stock?
TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.
TSMC (TSM) Laps the Stock Market: Here's Why
In the latest trading session, TSMC (TSM) closed at $289.96, marking a +1.85% move from the previous day.
