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What Does the Street Think About Taiwan Semiconductor Manufacturing (TSM)?
Yahoo Finance· 2026-01-15 18:04
Group 1 - Taiwan Semiconductor Manufacturing Company Limited (TSM) is recognized as a strong long-term growth stock by hedge funds, with Citi raising its price target to NT$2,450 from NT$1,800 and maintaining a Buy rating [1] - TSM reported a consolidated net revenue of approximately NT$335.00 billion for December 2025, reflecting a 2.5% decrease from November 2025 but a 20.4% increase from December 2024 [2] - The total revenue for TSM from January to December 2025 reached NT$3,809.05 billion, marking a 31.6% increase compared to the same period last year [2] Group 2 - TSM experienced a 20.45% increase in Q4 revenue, surpassing market forecasts, driven by heightened demand for its products due to the growing interest in AI applications [3] - TSM is the largest contract semiconductor manufacturer globally, serving prominent clients such as Advanced Micro Devices, Nvidia, and Broadcom, who outsource their chip production [4]