TSMC Sees Foreign Investors Raise Target Prices to NT$3,800 Ahead of Earnings Call

Foreign investors have collectively raised their target prices for TSMC, with the highest reaching NT$3,800, ahead of its June revenue announcement today and an in-person earnings call on Thursday. Analysts expect TSMC's EPS to reach NT$198.42.

So What

TSMC's strong performance and investor confidence indicate sustained, aggressive demand for advanced AI chips, tightening leading-edge foundry capacity.

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TSMC Sees Foreign Investors Raise Target Prices to NT$3,800 Ahead of Earnings Call

FTNN Finance · RSS · 1w ago

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Related Signals

6d agoEarningsTSMC Earnings Call Focuses on AI, 2nm, and Pricing Strategy Amidst Raised Target Price→2d agoEarningsTaiwan Semiconductor Manufacturing Company Limited Reports Record Q2 Revenue of NT$1.27 Trillion, EPS NT$27.25→5d agoSignalTSMC Receives Foreign Investor Target Price of NT$4,200 After Earnings Call→1w agoSignalTSMC Earnings Call Anticipated Amidst Foreign Institutions Raising Price Targets to NT$3,800→5d agoEarningsTSMC Reports Record Q2 EPS of NT$27.25, Gross Margin of 67.7% Exceeds Expectations→

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Earnings Evidence1 from transcript

↕ Mixedadvanced packaging

“About 10%-20% will be spent for advanced packaging, testing, mask making, and others.”

TSMCCFO·Q2 2026 earnings

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Notable5.8EarningsComputeSingle sourceactiveZH Press

Updated 1w ago · 1 source

TSMC Sees Foreign Investors Raise Target Prices to NT$3,800 Ahead of Earnings Call

Foreign investors have collectively raised their target prices for TSMC, with the highest reaching NT$3,800, ahead of its June revenue announcement today and an in-person earnings call on Thursday. Analysts expect TSMC's EPS to reach NT$198.42.

So What

TSMC's strong performance and investor confidence indicate sustained, aggressive demand for advanced AI chips, tightening leading-edge foundry capacity.

Read Source→