TSMC's $269 Billion Expansion Puts Its 67.7% Margin in Focus
Taiwan Semiconductor Manufacturing (TSM), the world's largest contract chipmaker, jumped into the geopolitical spotlight Tuesday as Taiwan sold its democratic s
TSM - Taiwan Semiconductor Manufacturing Company Limited
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$578.43
DETAILS
HIGH:
$700.00
LOW:
$500.00
MEDIAN:
$554.00
CONSENSUS:
$578.43
UPSIDE:
38.71%
Stock News
Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip
Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.
Taiwan's chip prowess is built on democracy and rule of law, president says
Taiwan's semiconductor prowess is built on the foundations of democracy and rule of law, becoming a trusted international partner that keeps its promises to supply the world, President Lai Ching-te said on Tuesday.
Elon Musk Is Spending $119 Billion on A Single Building Outside Houston. Here's Who Actually Profits.
Picture a single building with 36 times the square footage of the Empire State Building. Elon Musk is putting one in Grimes County, Texas, an hour northwest of Houston, and filling it with chip-making equipment.
Billionaire David Tepper of Appaloosa Is Overweight AI Stocks -- but He Recently Dumped Every Share of the Hottest AI Stock of 2026
Form 13F filings allow investors to track which stocks Wall Street's savviest asset managers bought and sold in the latest quarter. Billionaire David Tepper has piled into foundational AI stocks, such as Nvidia, Taiwan Semiconductor Manufacturing, and Amazon.
Not Nvidia. Not AMD. This Semiconductor Giant Will Be the Ultimate Winner of the Artificial Intelligence (AI) Hardware Race.
Taiwan Semiconductor is primed to be a major winner over the next few years.
TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?
Taiwan Semiconductor Manufacturing is growing faster. ASML's stock gets a valuation boost due to its technology.
This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now
Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.
Billionaire Stanley Druckenmiller Just Bought Taiwan Semiconductor Stock. Is the Foundry Giant Still a Screaming Buy?
Taiwan Semiconductor is expanding its chip production facilities in Arizona. The stock looks fairly valued from a historical standpoint.
How TSMC is Advancing its A14 Technology Roadmap for AI Transformation
TSM is advancing A14 for AI with stronger performance and power efficiency, while A13 and A12 extend its next-gen process roadmap.
First Look: Nvidia, Marvell Earnings, Meta Settlement, and Fed in Focus
Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsFed Chair Warsh to address Jackson Hole: Federal Reserve Chair Kevin
Top China Tech Plays Worth Adding to Your Portfolio Right Now
China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.
TSMC ADRs Jump 2% as Nvidia Extends the Foundry Runway
Taiwan Semiconductor Manufacturing (TSM), the world's largest contract chipmaker, delivered a tale of two markets Thursday. Taipei shares slipped 0.2%. Hours la
3 Artificial Intelligence (AI) Stocks Hedge Funds Are Buying Hand Over Fist
There were several common purchases among hedge funds in Q2.
This Hedge Fund Just Sold Sandisk and Bought Taiwan Semiconductor Manufacturing Stock. Does Wall Street Agree With the Move?
Taiwan Semiconductor and Sandisk have similar upside per Wall Street analysts. Sandisk's niche is riskier than Taiwan Semiconductor's.
TSMC's July Surge Raises the Bar for Nvidia's Foundry
Taiwan Semiconductor Manufacturing (TSM), the world's largest contract chipmaker, traded at $415.66 Wednesday after reporting July revenue of NT$467.58 billion.
Price Prediction: TSM Will Trade at This Price in 2027
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction | TSM Price Prediction) is the operating system behind the AI buildout.
He Followed TSMC From Taiwan to Phoenix at 60. Social Security Said His 30-Year Career Had Just Begun.
A semiconductor engineer with 30 years on the fab floor relocates to Phoenix at 60, confident his long career will follow him into retirement. What the U.S. Social Security system sees when it looks at those decades abroad may change everything he planned for.
TSMC Jumps Before Nvidia Tests Its Capacity Bet
Taiwan Semiconductor Manufacturing (TSM), the chipmaking engine behind the AI boom, jumped approximately 1.6% to $416.59 Tuesday morning as traders piled in bef
3 Top Artificial Intelligence (AI) Stocks to Buy Before 2027 Arrives
The AI investment trend isn't expected to slow down anytime soon.
Price Targets
TSMC initiated with a Buy at Stifel
$515.00
(was $414.00)
Stifel Nicolaus
Taiwan Semi (TSM) PT Raised to $554; Bernstein SocGen: 'Recent pullback presents a good entry point'
$554.00
(was $423.67)
Mark Li
·
Bernstein
TSMC price target raised to $530 from $480 at Needham
$530.00
(was $403.41)
Charles Shi
·
Needham
TSMC price target raised to $500 from $450 at DA Davidson
$500.00
(was $409.74)
D.A. Davidson
TSMC price target raised to $650 from $625 at Barclays
$650.00
(was $409.74)
Barclays
TSMC price target raised to $600 from $575 at Susquehanna
$600.00
(was $419.48)
Susquehanna
Taiwan Semi (TSM) PT Raised to $625 at Barclays
$625.00
(was $432.35)
Simon Coles
·
Barclays
TSMC price target raised to $575 from $500 at Susquehanna
$575.00
(was $468.86)
Mehdi Hosseini
·
Susquehanna
Taiwan Semi (TSM) PT Raised to $700 at Aletheia Capital, 'likely to top its 2Q26E revenue guidance and beat on margins'
$700.00
(was $441.40)
Jefferies
TSMC price target raised to $480 from $410 at Needham
$480.00
(was $368.13)
Needham
TSMC initiated with a Buy at DA Davidson
$450.00
(was $368.10)
D.A. Davidson
TSMC price target raised to $450 from $380 at Barclays
$450.00
(was $341.64)
Barclays
TSMC price target raised to $410 from $360 at Needham
$410.00
(was $349.35)
Needham
TSMC price target raised to $330 from $290 at Bernstein
$330.00
(was $294.72)
UBS
TSMC price target raised to $355 from $330 at Barclays
$355.00
(was $299.84)
Simon Coles
·
Barclays
TSMC price target raised to $360 from $270 at Needham
$360.00
(was $303.26)
Needham
TSMC price target raised to $400 from $300 at Susquehanna
$400.00
(was $299.88)
Susquehanna
TSMC price target raised to $330 from $325 at Barclays
$330.00
(was $304.52)
Barclays
TSMC price target raised to $325 from $275 at Barclays
$325.00
(was $262.06)
Barclays
TSMC price target raised to $265 from $255 at Susquehanna
$265.00
(was $228.67)
Mehdi Hosseini
·
Susquehanna