TSM Ticker Curator

TSMC set to rule 2nm with Samsung far from even competition:

• Yields at mid-50% (~55%), expected to drop to 40% post-back-end
• Needs 70% benchmark...

TSMC is rapidly scaling advanced packaging to unlock AI growth, focusing on CoWoS and other tech amid supply strains.

• Taiwan boost: Equipping seven...

• 4th straight record profit expected at NT$542.6B, driven by AI 3nm demand outpacing capacity
• BOCI upgrades TP to $515 with Buy rating after 1Q...

Unprecedented scale in TSMC's expansion:

• Capex guidance: $60B baseline for 2026, up to $110B total for 2026-2027
• Core driver: Explosive AI chip...

• Profit surge expected: Analysts forecast ~49-50% YoY net profit jump to NT$537-543B ($16.9-17.1B), marking 4th straight record quarter.
• Revenue...

Long-term bottleneck intensifies for TSMC in AI supply chain:

• 2nm/3nm nodes fully sold out into 2027 and beyond
• Advanced nodes and CoWoS...

Analyst Upgrades

• 🔥 BofAS Raises TP to $500: BofAS raises TSMC's target price to USD500 and envisions 2Q sales growth of 7-9% QoQ.
• TT...

Analysts unite on TSMC's AI-driven momentum ahead of earnings:

• Q1 record profit: ~50% YoY to T$543B ($17B), revenue +35%, powered by surging AI chip...

AI demand surges TSMC to record heights:

• 50% net profit jump to T$542.6B ($17.1B) expected, beating prior highs
• 3nm chips & packaging demand...

Key date for TSM investors: Q1 2026 earnings conference on April 16, 2026 (Thu), 14:00–15:30 Taiwan (GMT+8) / 02:00–03:30 US East (GMT-4), ~1.5 hours. Mark your calendars!

Nasdaq down 8% from Oct 2025 high due to external factors like Middle East war, but AI-driven growth persists.

• TSMC reports April 16, alongside ASML...

Key highlights from TSMC's 2nm push:

• State-of-the-art and timeline for 2nm production
• Yields, performance, and expected gains from 2nm
• Commercial impact and client reservations
• ASML's pivotal role in the tech lithography competition

TSMC remains undervalued despite AI peers like Micron (revenue nearly tripled) and AMD (Q4 2025 revenue up 34%).

• Expects ~30% revenue growth in...

Bullish signal: TT International Asset Management increased TSM holdings by 93.1% in Q4, adding 12,283 shares to reach 25,479 worth $7.586M (1.6% of...

TSMC's quasi-monopoly in advanced chips gives it unmatched visibility and pricing power via long-term deals.

• Growth surge: Q4 2025 revenue up 20.5%,...

Valuation & Market Performance

• 🔥 TSM Share Strength: Taiwan Semiconductor Manufacturing stock closed at US$370.60 with positive returns over...

Taiwan's ASIC design service providers delivered sharply divergent Q1 2026 results, showing AI demand exposure fails to uniformly translate into financial performance – spotlighting supply chain disparities in the TSMC ecosystem.

Japan's massive subsidies position Rapidus as a serious TSMC rival at the 2nm node, heightening supply risks for TSM investors.

• Govt commits ¥2.6T...

Silicon Photonics (SiPh) eyes AI integration:

• Platform ready by 2027
• Mass production with AI chips in 2028
• Full GPU-HBM photonic packaging by 2029
  TSMC trails in this next packaging frontier – watch for catch-up moves.

Apple's pivot to in-house AI servers eyes Baltra chip on TSMC's N3E process for superior performance.

• Massive TSMC capacity reservations for Baltra...