TSMC Increases Investment to Meet Demand, Target Price Raised by 25%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Increased Investment: TSMC plans to raise its capital expenditure to meet rising demand, with a projected 30% sales increase in 2026, further solidifying its leadership position in the semiconductor industry.
- Analyst Ratings: Among 49 analysts, 98% rate TSMC as a buy, with an average target price of $408.50, representing a 25% increase from current levels, reflecting strong market confidence in its future performance.
- Earnings Expectations: EPS is expected to reach $13.05 in 2026, up 23% from $10.65 in 2025, indicating robust growth potential in profitability and market demand.
- Market Dominance: TSMC collaborates with major AI developers like Nvidia and Amazon, and with hundreds of billions in AI spending expected, it is poised to benefit significantly, driving further performance growth.
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.
