January 5, 2026 08:52 AM GMT TSMC | Asia Pacific Catalyst Driven Idea TSMC's share price may get closer to our PT of NT$1888 if it guides 2026 revenue to grow 25% Y/Y and raises AI semiconductor foundry revenue CAGR (2024-2029) to 60%. We suggest accumulating ahead of its January 15 analyst meeting. What and when is the catalyst? TSMC will host its 4Q25 analyst meeting on January 15. In our 2026 Outlook Preview, we expected TSMC may guide 2026 full-year revenue growth of 25% Y/Y by baking in some conservati ...