What will happen to the stock price of TSMC?
While NVDA's institutional analyst targets are regularly updated to around $155 or $160, why is TSMC stagnating at pre-summer targets? This does not lead to buying, or is it because when Arizona and Germany factories are fully operational, sales will skyrocket, but is it unpredictable? Strange. With the current momentum, the stock price should not drop, and since it has not split much, it could easily be a 10-bagger in the future. I don't really understand, so I'll just hold onto it for now.![]()
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
🇺🇸 TSM, ALAB, NVDA, SMCI, MU, PLTR, 短期ALAR他
■ 新NISA積立full of iFreeNQ100/成長full of TSM/特定TSM〜PLAR
443Followers
248Following
2523Visitors
Follow
Kimihiko : Considering TSMC's technological leadership and the growth story of AI, it is still a long-term buy.
On October 6, 2024, at 4:43 AM, TSMC has established an almost exclusive position in state-of-the-art process technology through its leadership in advanced node processors (N2/A16) and advanced packaging technology (CoWoS). The global semiconductor market is rapidly expanding, creating a significant addressable market for TSMC as fab-less chip designers outsource manufacturing. TSMC's robust growth in AI-related areas, driven by datacenters and AI accelerators, supports high revenue growth and a premium valuation multiple. Despite geopolitical risks and Intel's foundry ambitions, TSMC's global expansion and leadership in advanced nodes ensure a long-term growth outlook.
tm_speedstyle371 OP Kimihiko : Thank you very much.
麦マル : Great explanation