Taiwan Semi (TSM) Tops Q4 EPS by 30c
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Taiwan Semi (TSM) PT Raised to $410 at Needham
January 15, 2026 6:32 AM ESTNeedham analyst Charles Shi raised the price target on Taiwan Semi (NYSE: TSM) to $410.00 (from $360.00) while maintaining a Buy rating.
The analyst comments "Last night, TSMC reported strong earnings and guided key 2026 metrics all above the Street. The company sees FY26 revenue growth... More
Aletheia on Taiwan Semi (TSM): 'aggregate capex may exceed $200bn in the next several years', Stays in Alpha Portfolio
January 15, 2026 5:43 AM ESTAletheia on Taiwan Semi (NYSE: TSM): 'aggregate capex may exceed $200bn in the next several years'.
The analyst comments "The key message from TSMCs results call is that the company expects its capital investment to rise sharply in the next three... More
