This Proves The AI Boom Will Last Through 2027
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn't Over!
TSM - Taiwan Semiconductor Manufacturing Company Limited
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$427.50
DETAILS
HIGH:
$480.00
LOW:
$330.00
MEDIAN:
$450.00
CONSENSUS:
$427.50
UPSIDE:
3.76%
Stock News
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This article was written and reviewed by Doug Nathman and his team at Trefis. For questions, email [email protected].
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TSM Stock's Upward Momentum Validates Top Analyst's 'Most Trustworthy AI Compounder' Call
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) are seeing their technical price action catch up to its fundamentals.
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TSMC: Ultimate Winner In GPU & ASIC Battle - Reiterate Buy
TSM commands 72% pure foundry market share and fabricates nearly 99% of AI ASICs for top hyperscalers/customers, demonstrating their durable, multi-year, AI-driven, profitable growth prospects. The foundry has been well buoyed as one of the gatekeepers of AI accelerator chips, with the growing exposure to HPC demand driving their ongoing capacity expansions. Despite the near-term gross margin erosion risks from the overseas expansion, TSM guides excellent FQ2'26 numbers with further expansions likely, thanks to the price hikes.
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IDVO's $445 Million Income Play Faces a Critical Test When TSM Growth Slows
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The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure
Taiwan Semiconductor is rated a tactical buy with a $468 price target, reflecting an 18% upside from current levels before shifting to Hold/Avoid. TSM's near-term upside is driven by depreciation arbitrage, delayed High-NA EUV adoption, and Silicon Photonics, but capped by U.S. data center buildout delays and overseas margin dilution. Gross margin is expected to plateau at 66–67% due to overseas expansion, private energy costs, and multi-patterning throughput limits, challenging consensus forecasts of further margin expansion.
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Price Targets
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
TSMC price target lowered to $215 from $255 at Barclays
$215.00
(was $147.86)
Simon Coles
·
Barclays
Taiwan Semiconductor Sees Boost from 3nm and 5nm Nodes, Analyst Highlights Q3 Outlook
$210.00
(was $165.77)
Charles Shi
·
Needham
TSMC price target raised to $200 from $150 at Bernstein
$200.00
(was $179.69)
Mark Li
·
Bernstein
TSMC price target raised to $200 from $180 at Susquehanna
$200.00
(was $172.51)
Mehdi Hosseini
·
Susquehanna
Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) PT Raised to $168 at Needham
$168.00
(was $145.40)
Charles Shi
·
Needham
TSMC price target raised to $180 from $160 at Susquehanna
$180.00
(was $141.49)
Mehdi Hosseini
·
Susquehanna
TSMC Slashes 2023 Revenue Outlook by 10%, Analysts Weigh In on Performance as Cyclical Headwinds Overshadow AI Strength
$135.00
(was $98.07)
Mehdi Hosseini
·
Susquehanna
Preserving Pricing Power: Analyst Anticipates TSMC's Announcement of Capital Expenditure Cuts in Upcoming Earnings
$118.00
(was $99.81)
Charles Shi
·
Needham
Taiwan Semi's Monopoly Help It Defy Industry Downcycle, Bullish Analyst Predicts 38% Potential Upside
$110.00
(was $79.40)
Charles Shi
·
Needham