Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
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.
Trump admin negotiating Taiwan trade deal that would give US semiconductor boost: report
President Donald Trump's administration is negotiating a Taiwan trade deal involving semiconductor investments and reduced tariffs amid regional tensions.
Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to 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.
Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Nov 2025)
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $311.37 last month, after a strong third-quarter report with boosted revenue guidance.
TSMC: Pricing Power And Profitability
TSMC is an unrivaled technology leader, central to the global AI boom and foundational to industry giants like Nvidia and Intel. TSM's robust financials, superior margins, and fortress balance sheet underpin double-digit earnings growth and justify its dominant pricing power. Despite geopolitical and trade risks, TSM's strategic de-risking and expansion efforts support its continued leadership and growth trajectory.
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