BCA sees 35% chance of China-Taiwan military escalation in next 12 months By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 18 2025
0mins
Source: Investing.com
Increased Risk of Military Conflict: BCA Research has raised the probability of military escalation between China and Taiwan to 35% over the next year, with a 10% chance of full-scale conflict and a 25% chance of limited or proxy war, citing deteriorating U.S.-China relations under President Trump.
Strategic Implications for China: The report suggests that if Beijing does not act militarily within the next 12 months, it may not do so for a long time, as current U.S. tariffs provide an opportunity for China to justify aggressive actions without full invasion.
Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 313.46 USD with a low forecast of 63.24 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 327.370
Low
63.24
Averages
313.46
High
390.00
Current: 327.370
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
