Ticker: TSM

Taiwan Semiconductor Manufacturing Company

Semiconductors Technology Semiconductors

Price 424.37

Reco Buy Potential 69 Risk 54 Updated 2026-10-25

Official website

Forecast impact

positive

Target +60.1% target fill 62.5%

Reaction D5 +0.99% · D10 pending fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-11-15

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading semiconductor foundry that manufactures integrated circuits for various applications, including consumer electronics, automotive, and telecommunications. Its core services include wafer fabrication and design support, catering to a diverse clientele ranging from tech giants to niche players. Major revenue sources stem from advanced process technologies and high-volume manufacturing, with a focus on cutting-edge nodes.

Investment Profile

The stock is primarily suitable for growth investors due to its strong revenue growth and market leadership in the semiconductor industry. It offers limited dividends, making it less appealing for income-focused investors. The company's robust position suggests potential for capital appreciation over the medium to long term, appealing to those with a higher risk tolerance.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-25

EPS (TTM) — earnings per share for the last 12 months, $: 491.30
Revenue QoQ — quarter-over-quarter revenue growth: 17.6%
EPS surprise: 3.4%
20d volatility: 2.0%
Dividend yield: 1.2%
last ex-date: 2026-12-10

AI recommendation changes

Date	Before	After	Reason
2026-10-21	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
2026-10-09	Buy	Hold	Strong fundamentals, but recent momentum shows weakness.
2026-09-17	Hold	Buy	Solid fundamentals, but mixed momentum signals present risks.
2026-09-15	Buy	Hold	Weak momentum and high risk; cautious outlook advised.
2026-07-31	Hold	Buy	Strong fundamentals and positive market momentum support growth.
2026-07-29	Buy	Hold	Weak momentum and high risk; cautious outlook advised.
2026-07-22	Hold	Buy	Strong fundamentals and positive momentum support growth outlook.
2026-07-18	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-06-13	Hold	Buy	Strong performance and solid fundamentals support growth potential.
2026-06-11	Buy	Hold	Weak momentum and high risk; hold for now.
2026-05-08	—	Buy	Strong fundamentals and positive momentum support growth outlook.
2026-05-08	Buy	Buy	Компания демонстрирует сильный рост выручки и положительную динамику цен на акции за последние месяцы, что указывает на хорошие перспективы. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвесто
2026-04-23	Hold	Buy	TSMC показывает сильный рост как в краткосрочной, так и в долгосрочной перспективе, с положительной динамикой выручки и прибыли. Низкий риск и стабильные дивиденды делают компанию привлекательной для инвестиций.
2026-04-15	Buy	Hold	Компания демонстрирует сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Низкий риск и стабильные дивиденды делают её привлекательной для инвестиций.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-16	Barclays	Target Raised	665 → 670	422.25
2026-10-15	Needham	Target Raised	— → 560	430
2026-09-01	Stifel Nicolaus	Update	— → 515	414
2026-08-11	Bernstein	Target Raised	— → 554	423.665
2026-07-27	Needham	Target Raised	480 → 530	403.41
2026-07-17	D.A. Davidson	Target Raised	450 → 500	409.74
2026-07-17	Barclays	Target Raised	625 → 650	409.74
2026-07-16	Susquehanna	Target Raised	575 → 600	419.48
2026-06-29	Barclays	Target Raised	— → 625	432.35
2026-06-22	Susquehanna	Target Raised	500 → 575	468.85501
2026-06-16	Jefferies	Target Raised	— → 700	441.4
2026-04-16	Needham	Target Raised	410 → 480	368.13
2026-02-12	D.A. Davidson	Update	— → 450	368.1
2026-01-16	Barclays	Target Raised	380 → 450	341.64
2026-01-15	Needham	Target Raised	360 → 410	349.35
2025-12-07	UBS	Target Raised	290 → 330	294.72

News Page 4 of 4

TSMC Reports 68% Surge in June Revenue Driven by AI Chip Demand

07/12/2026, 11:36 PM economy growth semiconductors ai Taiwan Semiconductor Manufacturing Company

Taiwan Semiconductor Manufacturing Co. (TSMC) reported a significant 67.9% increase in June sales, driven by strong demand for AI chips, which positions the company favorably ahead of its upcoming earnings report.

Analysts expect earnings growth as major companies report this week, while chip stocks face volatility

07/12/2026, 11:36 PM forecast Analysts: analysts semiconductors finance JPMorgan Chase Goldman Sachs Taiwan Semiconductor Manufacturing Company ASML Samsung Netflix

The ongoing volatility in chip stocks, particularly following significant losses from SK Hynix, highlights investor uncertainty regarding the valuation of AI-related semiconductor shares. This trend is compounded by broader market reactions to geopolitical tensions and an upcoming earnings season.

Delta Air Lines (DAL) to Release Quarterly Earnings Amidst Airline Stock Rally

07/09/2026, 04:36 PM investing announcement finance Pixar Animation Studios Taiwan Semiconductor Manufacturing Company Delta Air Lines Marathon Petroleum Netflix Valero Energy

Investors should note the upcoming earnings report from Delta Air Lines, which has seen a 31% increase in its stock over the past three months, as well as the debut of SK Hynix shares on Nasdaq, which could impact the semiconductor sector.

SoftBank Group (9984) Shares Drop 6.1% Amid Accelerating Tech Stock Sell-Off in Asia

06/08/2026, 10:48 AM economy stock_drop tech Taiwan Semiconductor Manufacturing Company

The recent sell-off in Asian tech stocks, driven by a decline in U.S. tech shares and concerns over sustained high interest rates, has significant implications for the sector's future performance and investor sentiment.

Analysts Bank of America recommend buying Yum China (YUMC), Aramark (ARMK), Bath & Body Works (BBWI), Church & Dwight (CHD), and Taiwan Semiconductor (TSM) stocks

06/06/2026, 06:33 AM recommendation Analysts: analysts, Bank of America consumer semiconductors Taiwan Semiconductor Manufacturing Company Bath & Body Works (BBWI) Yum China Church & Dwight

Bank of America has identified several stocks, including Yum China and Aramark, as strong buying opportunities, emphasizing their potential for growth despite recent market fluctuations. This insight could guide investors looking for promising investments in the current market environment.

Analysts Barclays suggest Japan may offer hidden AI investment opportunities amid semiconductor boom

06/03/2026, 06:30 PM economy research Analysts: analysts, Barclays ai finance Taiwan Semiconductor Manufacturing Company Barclays

Barclays suggests that Japan may offer better investment opportunities in the artificial intelligence sector compared to South Korea and Taiwan, which are heavily reliant on a few semiconductor companies. This diversification in Japan's market could provide a more stable risk-reward profile for investors.

Taiwan and South Korea Surpass India in Stock Market Rankings Amid AI-Driven Gains

06/03/2026, 05:37 PM review ai finance Taiwan Semiconductor Manufacturing Company

India's stock market is facing significant challenges as it falls behind Taiwan and South Korea, primarily due to a lack of investment in artificial intelligence and weakening consumer spending, which has led to a substantial exit of foreign investors.

Nvidia Announces $150 Billion Investment Plan in Taiwan, Boosting Local Chip Stocks

05/27/2026, 03:31 AM economy announcement semiconductors ai Taiwan Semiconductor Manufacturing Company Nvidia

Nvidia's announcement of a $150 billion annual investment in Taiwan marks a significant commitment to the region, reflecting its strategy to capitalize on artificial intelligence growth and impacting the semiconductor market positively.