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via finance.yahoo.comBusiness & Companies

TSMC hits record high, Citi analyst expects further gains ahead

FROM THE WIRE · FINANCE.YAHOO.COM

More gains may be in the cards for Taiwan Semiconductor (TSM) even as the stock has enjoyed a massive year of moving up and to the right on the charts. "Another round of consensus earnings upgrades likely to come [on TSMC]," Citi analyst Atif Malik wrote in a note on Wednesday.…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishCiti raises TSMC earnings estimates for next two fiscal years, supported by robust AI demand and new networking cycles.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Citi analyst Atif Malik expects another round of consensus earnings upgrades for TSMC.
  2. 02TSMC revenue expected to grow 40% year-over-year into 2027, supported by robust AI compute demand.
  3. 03Full-year N2 contribution and AI workload migration to N2/A16 expected by 2028.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Taiwan Semiconductor Manufacturing Company LimitedTSMStock482.30 USDMarket closedtoday -0.72%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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