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-0.000163952344518533 -0.000437206252049473 0.000382555470543191 0.00117499180238279 0.00133894414690133 0.00355230079790129 0.00359328888403104 0.00202207891572852
Stock impact report

TSMC: AI Supercycle Buys Don't Come Stronger Than This [Seeking Alpha]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: Seeking Alpha
TSM's 3nm node ramp-up is accelerating margin accretion, with 3nm sales now 34% of advanced node revenue and expected to drive further upside in 2026. Management guides for Q2 sales growth of 8.6%-12% and expects over 30% revenue growth in 2026, supported by capacity expansions and robust demand. I mark TSM a strong buy, targeting $467.34 per share, citing margin expansion, EBITDA growth, net cash strength, and undervaluation versus peers. 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 Share prices of Taiwan Semiconductor Manufacturing ( TSM ) or TSMC have risen 8.2% since my last report , outperforming the S&P 500. Earlier in April, the company reported financial results that exceeded estimates by more than $400 million More on my IG service If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 Show less Read more
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