Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Central Processing Units Could Be New Growth Driver for TSMC
With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.
TSM Struggles for Direction Despite Revenue, AI Optimism
Taiwan Semiconductor Manufacturing (NYSE:TSM) shares are struggling for direction today, trading flat near $420.10, after the company's July revenue came in at $14.5 billion, reflecting a 45% year-over-year growth.
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand
TSMC reported revenue for July of 467.58 billion new Taiwan dollars ($14.5 billion), up 44.7% year-on-year. The group makes chips for Big Tech customers like Nvidia and Google, so the firm's financial figures are closely watched as a sign of AI semiconductor demand.
A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028
TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand.
TSMC's $64 Billion Investment Signals Mega-Growth: Why Pivoting Away From The Titan Makes Little Sense
Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) and the broader basket of semiconductors have been incredibly choppy lately.
Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
1 AI Stock I'd Buy Before It Hits Another All-Time High
Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) posted Q2 2026 revenue of $40.20 billion, up 36% year over year, with net income jumping 77.41%.
TSMC Deserves Much More Respect From The Market
TSMC remains a buy as robust growth, margin improvement, and capacity expansion plans reinforce the bullish thesis. Q2 revenue grew 36.0% YoY in local currency, with HPC leading at 66% growth and 2nm technology beginning to contribute meaningfully. Gross margin expanded 9.1 percentage points YoY, with Q3 guidance indicating further margin improvement and revenue acceleration.
TSMC: AI Demand Visibility Is Intact, But Margin Dilution Will Weigh On Sentiment
TSMC (TSM) remains a BUY, with a 15% upside to a $475 target, driven by robust AI-led demand and a clear technology roadmap. Despite a post-earnings dip on margin and CapEx concerns, TSM's advanced node visibility (N3/N2/A16) and customer lock-in underpin multi-year revenue growth. Margin dilution from overseas fab investments, especially Arizona, tempers near-term GPM forecasts, but is viewed as a strategic necessity for US demand.
TSMC Raises 2026 CapEx Budget to Capture Long-Term AI, HPC Demand
Taiwan Semiconductor ups its 2026 capital budget to as much as $64 billion, betting on long-term AI and HPC demand while expanding capacity without expected bottlenecks.
TSMC: I Was Wrong
Taiwan Semiconductor retains a hold rating after a 110% rally, as the current valuation exceeds aggressive fair value estimates. Geopolitical risks have eased, with U.S. export restrictions rolled back and major clients regaining access to China, supporting TSM revenues. TSM delivered record Q2 results and raised its 2026 outlook, but aggressive CapEx and high expectations have tempered market enthusiasm.
TSMC Is A Far Safer Buy Than Fabless Giants
Taiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production. TSM's business model is insulated from AI price wars, with revenue growth driven by physical volume expansion and long-term B2B contracts, not speculative pricing. Geopolitical and macroeconomic risks are systemic, but TSM's diversified customer base and irreplicable human capital provide structural protection versus fabless peers.
