Taiwan Semiconductor Manufacturing Company Limited (TSM)

NYQ – Цена в реальном времени. Валюта: USD

412.35

-19.54 (-4.52%)

При закрытии: Oct 22, 2026, 4:00 PM EDT

410.14

-2.21 (-0.54%)

После закрытия: Oct 22, 2026, 7:59 PM EDT

19.10.2026

Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold

Taiwan Semiconductor's beat-and-raise Q3 report on October 15 helps earn the chip maker a Zacks Rank #1 (Strong Buy) right now. TSMC has slipped ~14% from its early October records and is finding technical support.

19.10.2026

The AI Conundrum: Massive AI Panic While TSMC's Profits Soar 69%

Taiwan Semiconductor Manufacturing Company Limited delivered record Q3 revenues, exceeding internal and Wall Street expectations, driven by robust AI and HPC demand. TSMC's dominant ~73% global foundry market share and strong pricing power are reinforced by secular AI infrastructure buildouts, supporting a continued 'Strong Buy' rating. TSN shares trade at 17.6x forward P/E, above the 3-year average, yet remain undervalued given margin expansion and secular demand trends smoothing out cyclical risks.

19.10.2026

TSMC: Irrational Fears Don't Make Much Sense

Taiwan Semiconductor Manufacturing Company Limited, aka TSMC's role as the dominant AI foundry faces intensified scrutiny despite capturing rapid revenue growth from advanced nodes amid an industry-wide AI-driven CapEx surge. TSM's CapEx guidance of $60–$64 billion for 2026 aligns with hyperscaler demand, positioning TSM to benefit as AI monetization accelerates. Despite market pessimism and a 17x earnings multiple, TSMC's backlog, pricing power, and margin levers support a robust long-term outlook.

19.10.2026

The AI Selloff Is About Financing

The Recent tech pullback is driven by financing fears, not fundamental weakness, creating an opportunity to accumulate high-quality positions at reasonable valuations. Taiwan Semiconductor (TSM) reported 41.2% YoY revenue growth, with strong AI chip demand outpacing supply and robust Q4 guidance.

19.10.2026

The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

The artificial intelligence (AI) trade finally cracked. After months of resilience while utilities, real estate and consumer discretionary names took a beating, the market's favorite growth story is now the one getting sold, and investors sitting on big gains are rushing to lock them in.

19.10.2026

TSMC (TSM) Upgraded to Strong Buy: Here's What You Should Know

TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

19.10.2026

Opinion: The Most Important Number in Taiwan Semiconductor's Earnings Report Was 68%

Taiwan Semiconductor reported yet another blowout quarter. Its high-performance computing segment is growing faster than overall revenue.

Видео

15.10.2026

Negative

TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook

15.10.2026

Negative

KG on AI Concerns in TSM Earnings, CRWV Financing; PPI & Retail Sales Adding Fed Pressure

15.10.2026

Negative

Why There's An ‘Extremely Fierce' Battle For TSMC's Limited Chip Manufacturing Capacity

15.10.2026

Neutral

CRWV Selloff Sparked by AI Financing Questions, TSM Beats Earnings & Guidance

Повышения / Понижения рейтинга

Тикер	Фирма	Изменение рейтинга	Целевая цена	Дата
TSM	Stifel	Buy	undefined >> $515	September 2nd 2026

Пресс-релизы

14.09.2026

Lorentz Solution Jointly Presents with NVIDIA on Automated Large-Scale Chip-Level 3D EM Extraction and Sign-off of Ultra-High-Speed Silicon Photonics and IC/3DIC Designs at 2026 TSMC OIP

SANTA CLARA, Calif.--(BUSINESS WIRE)--Lorentz Solution, Inc., the world's leading provider of 3D electromagnetic (EM) design platforms for IC, 3DIC, and advanced packaging, today announced that it is jointly presenting with NVIDIA at the TSMC 2026 Open Innovation Platform (OIP) Ecosystem Forum, to be held on Sept 23, 2026 in Santa Clara, CA. Their paper, "Large-scale Chip-level 3D EM Extraction and Sign-off of Ultra-high-speed Silicon Photonics and Custom Silicon IC/3DIC Designs with PeakView®,.

Taiwan Semiconductor Manufacturing Company Limited (TSM)

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Taiwan Semiconductor Manufacturing Company Limited (TSM)

Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold

The AI Conundrum: Massive AI Panic While TSMC's Profits Soar 69%