What does the street think about Taiwan semiconductor manufacturing (TSM)?

What does the street think about Taiwan semiconductor manufacturing (TSM)?
What does the street think about Taiwan semiconductor manufacturing (TSM)?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of The Best Long-Term Growth Stocks to Buy According to Hedge Funds. On January 9, Citi raised Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) price target to NT$2,450 from NT$1,800 and reaffirmed a Buy rating on the stock. The company also added a “30-day bullish catalyst watch” on the stock, saying it expects Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to issue a positive outlook on strong demand for its process node and advanced packaging business when it reports earnings.

NVIDIA invests $2 billion in Synopsys as part of new multi-year partnership between AI and EDA
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its December 2025 earnings report on the same day, reporting that net revenue for December 2025 reached approximately NT$335 billion on a consolidated basis, reflecting a decrease of 2.5% from November 2025 and a growth of 20.4% from December 2024. Additionally, revenue from January to December 2025 totaled NT$3,809.05 billion, up 31.6% from the same period last year.

Reuters reported on the same day that the 20.45% increase in fourth-quarter revenue beat the market forecast, with demand for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) products increasing in response to growing interest in AI applications.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest contract semiconductor manufacturer. Some of its notable clients include semiconductor companies that fully or partially outsource their chip production, including Advanced Micro Devices, Nvidia, Broadcom, and more.

While we recognize TSM’s potential as an investment, we believe certain AI stocks offer greater growth potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that’s also benefiting significantly from Trump-era tariffs and the offshoring trend, check out our free report on best short-term AI stock.

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Disclosure: None. This article was originally published in Internal jumpsuit.

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