TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
TSM's 3nm node ramp and high-performance compute demand drive impressive growth, with 2026 guidance for 30% revenue growth and 25% CAGR through 2029. Significant CapEx increase to $52–$56 billion in 2026 targets advanced packaging and capacity bottlenecks, with overseas expansion introducing margin headwinds. I maintain a Strong Buy rating on TSM and raise the price target to $461.27, reflecting 35% upside as supply, not demand, limits TSM's growth trajectory. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » kynny/iStock via Getty Images Taiwan Semiconductor Manufacturing Company Limited or TSMC ( TSM ) provided its Q4 2025 earnings on January 15th, beating analyst estimates on revenues and earnings. Since my last report , the stock has gained 16.6% outperforming More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Foru
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TSM
News
- Intel Stock Fall Despite Citi Upgrade Amid Foundry Hopes [Yahoo! Finance]Yahoo! Finance
- Fabless Trap: Why Great Designs Are Worthless Without A Reserved Slot [Forbes]Forbes
- Micron stock rises 5% amid memory sector strength and insider buying [Yahoo! Finance]Yahoo! Finance
- Taiwan Semiconductor Manufacturing (NYSE:TSM) had its price target raised by analysts at TD Cowen from $325.00 to $370.00. They now have a "hold" rating on the stock.MarketBeat
- Nasdaq Futures Climb on AI Optimism [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 1/15/26 - Form 6-K
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- TSM's page on the SEC website