TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Taiwan Semiconductor targets 63%-65% gross margin in Q1 despite a 2%-4% hit from overseas fabs as AI and advanced node demand fuels global expansion.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Advisors Preferred LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,872 shares of the semiconductor company's stock, valued at approximately $1,982,000. Other institutional investors
In the latest trading session, TSMC (TSM) closed at $370.54, marking a +2.82% move from the previous day.
While MU and TSM both benefit from surging AI demand, Micron's explosive EPS growth and lower P/E may give it the edge right now.
This company reportedly controls 99% of the foundry market share in AI processors. It's on track to grow at a terrific pace in 2026 and has an attractive valuation, making it worth buying right now.
Taiwan Semiconductor Manufacturing Company Limited has reached a pivotal transition in Q4 2025, with AI chips overtaking mobile handsets as its primary growth engine. Nvidia has surpassed Apple as TSM's largest customer, anchoring future growth to AI infrastructure and high-performance computing demand. This transition offers TSM a structurally superior financial profile compared to the smartphone era, characterized by higher demand, higher pricing power, and more resilient margins.
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Just three weeks after Taiwan Semiconductor Manufacturing ( NYSE:TSM ) delivered fourth-quarter results that beat estimates and reaffirmed the durability of AI demand, the world's leading contract chip manufacturer reported January revenue of NT$401.3 billion ($12.7 billion), representing a 37% year-over-year increase that handily exceeded analyst expectations.
Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales growth numbers for January that analysts say points to robust demand for artificial-intelligence usage.
Taiwan Semiconductor is up nearly 68% in a year as AI chip demand drives record profits, rising revenues and massive capex, keeping its long-term buy case intact.