Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
The consensus price target hints at a 25.3% upside potential for TSMC (TSM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
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?
TSMC Expands AI Chip Production to Japan
Taiwan Semiconductor Manufacturing Company ( NYSE:TSM ) is expanding production of advanced AI semiconductors to Japan, marking a significant geographic diversification for the world's leading chipmaker.
TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
Taiwan Semiconductor Manufacturing Co plans mass-production of 3-nanometre advanced chips at its Kumamoto plant in Japan, investing about $17 billion, Japanese newspaper Yomiuri reported on Thursday.
The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
TSMC reported record Q4 revenue of $33.73 billion, up 25.5% year over year and 1.9% sequentially, exceeding the midpoint of guidance by 2.8%. TSMC is witnessing strong demand from smartphone and HPC AI applications and expect a fast ramp in 2026. TSMC's ability to generate exceptionally strong profits showcases that the company is one of the best-managed companies in the world.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
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.
TSMC Has Become A Buy Again (Rating Upgrade)
TSMC is upgraded to a buy as growth is set to reaccelerate and valuation has corrected. My previous downgrade was likely premature. Their revenue growth decelerated in Q4 seemingly due to capacity constraints, but margins expanded impressively and key metrics improved. Capacity expansion in Taiwan and the U.S. aims to alleviate production bottlenecks, supporting long-term growth prospects.
TSMC: Powers America's AI Boom - Yet, The Valuation Doesn't Make Sense
Taiwan Semiconductor Manufacturing Company Limited aka TSMC is the essential AI foundry of choice, underpinning U.S. AI ambitions and global chip supply chains. TSM's aggressive CapEx, technological leadership, and Arizona fab ramp position it for sustained AI-driven growth and potential valuation re-rating. TSM trades at a significant discount to its peer, despite competitive U.S. yields and a dominant role for top AI chipmakers.
Taiwan Semiconductor Just Gave Investors 56 Billion Reasons Why AI Demand Is Real
Taiwan Semiconductor sits at the heart of the artificial intelligence buildout. Its stock trades at a discount to other big tech shares despite better growth.
Why Wall Street Is Wrong About Taiwan Semiconductor Manufacturing Stock
TSMC is raising spending to meet increasing demand. On Wall Street, 98% of covering analysts call TSMC shares a buy.
TSM Stock: The Highest Conviction Play In The Semiconductor Stack
In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.
Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
Taiwan Semiconductor remains the indispensable nexus of the global AI ecosystem, delivering robust financials and outperformance driven by AI-led demand for advanced processors. TSM's margin expansion is underpinned by strong pricing power, full utilization of N2/N3/N5 nodes, and advanced packaging capacity scaling, with GPM expected to reach 63–65% in 2026. Guidance signals a capex supercycle ($52–56B in 2025), projecting 25% revenue CAGR through 2029, and AI datacenter revenue CAGR in the mid-to-high 50s.
