Taiwan Semiconductor Manufacturing Co. Aktie News

Taiwan Semiconductor's chips run the world's most powerful technological devices. The market should keep surging.

Taiwan Semiconductor Manufacturing Company is rated a strong buy with a 12-month price target of $391, implying 35% upside. TSM delivered FQ3 2025 double-digit growth: 37% revenue and 51% EPS increase, with gross margin at 59.5% and operating margin at 50.6%. TSMC's low-leverage, $90B+ cash position, and premium margins support continued outperformance, especially if AI-driven demand persists.

AI hyperscalers are projected to spend half a trillion dollars on infrastructure in 2026. Accelerated investments in data center services bodes well for chip manufacturers.

TSM remains a compelling buy at current heights, underpinned by the near-monopolistic foundry market share at 71%, the promising FQ4'25 guidance, and the upcoming multi-year price hikes. This is significantly aided by the growing demand for its advanced CoWoS packaging capabilities during the ongoing cloud/AI supercycle. These underscore TSM's strong pricing power, arising from its ability to e...

Taiwan Semiconductor Manufacturing Company (TSM) benefits from unchallenged process node leadership and robust AI-driven demand, supporting a strong Buy rating. TSM's revenue mix is increasingly weighted toward high-growth AI accelerator demand, with cyclical segments rebounding and topline growth conservatively projected at ~21%. Pricing power remains intact due to advanced packaging scarcity ...

TSMC's new technology will be critical in sustaining the artificial intelligence (AI) buildout. The companies TSMC provides chips to project strong growth over the next five years.

The artificial intelligence (AI) industry relies on advanced semiconductor chips sold by businesses such as Nvidia. One company is a global leader in the manufacturing of AI chips.

Taiwan Semiconductor Manufacturing Company is rated a buy, driven by its dominant position as the essential enabler of the AI chip boom. TSM leads with advanced node production (3nm in volume, 2nm on track for 2025), and its CoWoS packaging technology solves key AI chip bottlenecks. Q3 2025 revenue surged 40.8% YoY to $33.1B, with net margin at 45.7% and advanced nodes comprising 74% of wafer r...