Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why

1 day ago 3

Noor Ul Ain Rehman

Sat, June 27, 2026 astatine 2:08 PM CDT 1 min read

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is 1 of the champion trending AI stocks to ticker successful 2026. Susquehanna lifted the terms people connected Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $575 from $500 connected June 22 and maintained a Positive standing connected the shares. The steadfast updated its model, including its capex and capableness strategy, which it believes volition transcend some statement and buy-side expectations. Susquehanna believes that the cardinal uncertainty remains however token maturation and the associated silicon requirements could thrust imaginable supply-demand imbalances.

For reference, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its May 2026 gross study connected June 10, reporting that connected a consolidated basis, gross for May 2026 was astir NT$416.98 billion, reflecting an summation of 1.5% from April 2026 and an summation of 30.1% from May 2025. It added that gross for January done May 2026 totaled NT$1,961.80 billion, up 30.0% compared to the aforesaid play successful 2025.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest declaration semiconductor shaper successful the world. Some of its salient customers see semiconductor companies that outsource each oregon portion of their spot production, including Advanced Micro Devices, Nvidia, Broadcom, and more.

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