CLSA Assigns High Conviction Outperform Rating to TSMC with Target Price of TWD 2,000
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
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Source: aastocks
TSMC Capex Guidance: CLSA's report indicates TSMC's 2026 capital expenditure guidance is set between USD52 billion and USD56 billion, reflecting the challenges of increasing capacity due to rising AI demand.
TSMC Rating and Forecast: CLSA has given TSMC a High Conviction Outperform rating with a target price of TWD2,000 and projects an EPS of TWD100 for 2027.
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.
