TSM · Archive

TSM · Monthly research archive

Every month we publish a fresh rating. Read prior months' commentary, ratings, and price trend at a glance.

2026-05Sterk kopen

TSM May 2026 · strong-buy

TSM is the dominant global semiconductor foundry, leading in advanced nodes. Massive AI-driven demand from customers like Nvidia and AMD is driving strong near-term revenue growth and high CapEx, securing its position as vital infrastructure.

$411.68