Where is Taiwan Semiconductor Manufacturing (TSM) Headed According to Analysts?

1 week ago 10

Noor Ul Ain Rehman

Sun, December 21, 2025 astatine 8:57 AM CST 2 min read

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is 1 of the most wide held stocks by hedge funds successful 2025. Reuters reported connected December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 2 stocks successful the spot instrumentality abstraction that Morgan Stanley is the astir constructive on, with the different being Applied Materials. The steadfast told investors successful a enactment that the biggest statement is AI semis for the 3rd consecutive year, wherever the “index weighting is dominated by the processor names, and the (so far) insatiable appetite for compute is the astir important adaptable to consider.”

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In a abstracted development, Bank of America Securities expert Mike Yang reaffirmed a Buy standing connected Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) connected December 10 and acceptable a terms people of $390.

The standing update followed Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) merchandise of its November 2025 gross report. Revenue for November 2025 connected a consolidated ground reached astir NT$343.61 billion, reflecting a driblet of 6.5% from October 2025 and an summation of 24.5% compared to November 2024.

The institution further reported that gross for January done November of 2025 reached a full of NT$3,474.05 billion, which translates to a maturation of 32.8% compared to the aforesaid play successful 2024.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest declaration semiconductor shaper successful the world. Some of its salient customers see semiconductor companies that outsource each oregon portion of their spot production, including Advanced Micro Devices, Nvidia, Broadcom, and more.

While we admit the imaginable of TSM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.