Taiwan Semiconductor: To Keep On Outperforming
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Taiwan Semiconductor (TSMC) is expected to continue outperforming due to its leadership in advanced chip production and significant CapEx plans. The introduction of the 2nm node in 2025 is crucial, with strong partnerships with Apple and NVIDIA supporting growth.
March 06, 2025 | 8:00 am
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Taiwan Semiconductor (TSMC) is poised for significant growth with a 20-38% upside by 2026, driven by its leadership in advanced chip production and the upcoming 2nm node launch.
TSMC's leadership in advanced chip production and its strategic CapEx plans position it for significant growth. The 2nm node launch in 2025, supported by partnerships with major players like Apple and NVIDIA, is expected to drive substantial revenue, indicating a positive short-term impact on TSM's stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100