TSM Soars 34% in Six Months: Is the Stock Still Worth Buying?

Shares of Taiwan Semiconductor have surged 34% over the past six months as AI-chip demand drives record revenues and profits. Advanced process nodes are cited as the growth engine, and 2026 sales are projected to rise about 30%, indicating significant upside to semiconductor fundamentals and supporting bullish positioning in the sector.

Analysis

Shares of Taiwan Semiconductor have surged 34% over the past six months as AI-chip demand drives record revenues and profits. Advanced process nodes are cited as the growth engine, and 2026 sales are projected to rise about 30%, indicating significant upside to semiconductor fundamentals and supporting bullish positioning in the sector.