Taiwan Semiconductor Manufacturing Company Ltd. ($TSM) Stock Forecast: Up 5.3% Today

What is Taiwan Semiconductor Manufacturing Company Ltd.?

Taiwan Semiconductor Manufacturing (TSM) is a leading global semiconductor company, renowned for its advanced chip production capabilities. The company is a vital player in the supply chain of major tech giants like Amazon, Meta, Alphabet, and Microsoft.

Why is Taiwan Semiconductor Manufacturing Company Ltd. going up?

TSM stock is up 5.3% on Feb 11, 2026 14:56

• TSM witnessed a notable surge in its stock price today, attributed to its record-breaking January revenue of $12.7 billion, marking a 37% year-over-year increase. This growth is primarily fueled by the high demand for AI chips and high-performance computing.
• The recent decision to reject a U.S. proposal to shift 40% of Taiwan's semiconductor supply chain demonstrates TSM's commitment to maintaining its dominant position in the chip industry. This move has reassured investors about the company's future growth trajectory.
• While there are some concerns surrounding TSM's valuation, with differing opinions on its fair value, overall market sentiment remains optimistic. This positive outlook is driven by the company's strong performance and its potential for growth in the semiconductor sector.

TSM Price Chart

TSM Technical Analysis

TSM News

Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing

Taiwan Semiconductor Manufacturing (TSM) reported record-breaking January revenue of $12.7 billion, a 37% year-over-year increase, significantly surpassing analyst expectations. This performance underscores the relentless demand for AI chips and the continued boom in high-performance computing. The company is aggressively increasing its capital expenditure guidance to fund new advanced chip capacity, indicating strong future commitments from its largest customers, including major hyperscalers like Amazon, Meta, Alphabet, and Microsoft.

https://247wallst.com/investing/2026/02/10/taiwan-semiconductors-january-sales-show-the-ai-tsunami-is-still-growing/

Taiwan Rejects U.S. Demand for 40% Chip Supply Chain Shift

Taiwan has rejected a U.S. proposal to relocate 40% of its semiconductor supply chain, deeming it "impossible." This decision highlights Taiwan's intent to maintain its strategic chip dominance and the geopolitical tensions surrounding the global tech hardware ecosystem. Major U.S. tech companies like Apple, Nvidia, and AMD rely heavily on Taiwan Semiconductor Manufacturing Company (TSMC) for advanced chip production, making any significant disruption problematic.

https://www.techbuzz.ai/articles/taiwan-rejects-u-s-demand-for-40-chip-supply-chain-shift

'Impossible': Taiwan pushes back against Washington’s 40% chip supply relocation goal

Taiwan has rejected Washington’s proposal to relocate 40% of its semiconductor supply chain to the U.S., with its top trade negotiator calling the target "impossible." Vice Premier Cheng Li-chiun stated that Taiwan's well-established semiconductor ecosystem cannot simply be moved, despite significant investments by companies like TSMC in the U.S. Analysts largely agree with Taiwan's stance, citing the complexities of the supply chain, U.S. labor shortages, and high costs.

https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html

Taiwan says ‘impossible’ to move 40% chip capacity to U.S.

Taiwan's top tariffs negotiator, Vice Premier Cheng Li-chiun, has stated that it would be "impossible" to shift 40% of the island's semiconductor production capacity to the United States. She rejected claims that Taiwan's chip industry, which has an "enormous" foundational ecosystem built over decades, would relocate despite Washington's push for more chip manufacturing in America. This comes after U.S. Commerce Secretary official Howard Lutnick proposed moving a significant portion of Taiwan's chip supply chain to the U.S.

https://www.japantimes.co.jp/business/2026/02/10/tech/taiwan-impossible-chip-us/

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Multi‑Period Share Price Momentum

This article analyzes Taiwan Semiconductor Manufacturing (TSM) following a period of strong share price performance, noting significant returns over recent months and years. While a narrative-driven fair value suggests TSM is 11.1% undervalued at $400, a Discounted Cash Flow (DCF) model estimates a fair value of $242.67, indicating it could be overvalued. The article encourages investors to consider both perspectives and provides tools for further personalized research and risk assessment.

https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/assessing-taiwan-semiconductor-manufacturing-nysetsm-valuati-2

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Taiwan Semiconductor Manufacturing Company Ltd. Price History

10.09.2025 - TSM Stock was down 5.0%

• Despite strong revenue growth in September, TSM's stock experienced a bearish movement, suggesting different market expectations or concerns about the company's performance.
• The recent surge in TSM's stock price, fueled by AI technology and its prominent position in chip manufacturing, may have prompted profit-taking by investors, contributing to the bearish trend.
• Recommendations to hold the stock amidst near-term challenges indicate investor caution regarding potential uncertainties or difficulties that could be impacting market sentiment on Taiwan Semiconductor.

29.00.2026 - TSM Stock was down 2.3%

• The bearish movement in TSM's stock price today could be attributed to the significant reductions in stake by AustralianSuper Pty Ltd, Mirae Asset Global Investments Co. Ltd., and OneAscent Financial Services LLC. This mass sell-off by major investors might have triggered a negative sentiment among traders, leading to a decline in the stock price.
• Despite the sell-offs, TSM reported strong quarterly earnings and increased dividends, indicating a robust financial performance. This discrepancy between the company's positive fundamentals and the investors' actions could have caused confusion in the market, contributing to the bearish movement.
• The increased stake by Barlow Wealth Partners Inc. could not offset the impact of the larger reductions by other institutional investors, further exacerbating the downward pressure on TSM's stock price.
• Analysts' positive outlook and consensus "Buy" rating on TSM, along with the company's strategic partnerships with tech giants, suggest that the bearish movement today might be a temporary market reaction rather than a reflection of TSM's long-term growth potential.

23.08.2025 - TSM Stock was up 5.3%

• TSM experienced a strong bullish movement today after announcing a collaboration with MediaTek to produce next-gen chips in the US, expanding its operations and bolstering its market presence.
• The reaffirmation of Taiwan investment plans and the expansion in the US with $65B Arizona fabs have further increased investor confidence in TSM, resulting in a significant rise in its stock price.
• TSM's positive developments and growth prospects have surpassed the Nasdaq 100, showcasing the company's strategic efforts and strong position in the semiconductor industry.

04.01.2026 - TSM Stock was down 4.7%

• Profit-taking by Envestnet Asset Management Inc. possibly contributed to the bearish movement in TSM's stock today, contrasting with the increased holdings by WCM Investment Management LLC, reflecting mixed market sentiments.
• Analysts maintain a positive outlook on TSM, with a "Buy" consensus rating and a high price target, driven by the company's AI infrastructure role and solid financial performance.
• The ongoing chip-making boom in Arizona and TSM's substantial investments in semiconductor manufacturing facilities there are seen as potential long-term drivers for the company, though short-term market fluctuations may have influenced today's bearish movement.
• TSM's pivotal role in the tech industry, sustained revenue growth, and strategic global expansion efforts position it as a potential winner in the future, despite the minor setback in today's trading session.

07.07.2025 - TSM Stock was up 6.4%

• TSM saw positive market activity following recent remarks by President Trump regarding potential tariffs on semiconductor companies not based in the U.S., potentially benefiting TSM given its strong presence in Taiwan.
• Investor preference for TSM over competitor Applied Materials (AMAT) based on TSM's growth prospects and earnings performance could have contributed to the upward trend in TSM's stock price.
• Favorable industry sentiment towards TSM, along with the possibility of tariffs impacting rival firms, likely drove the increase in TSM's market value.

06.01.2026 - TSM Stock was up 5.5%

• TSMC's decision to expand its 3-nanometer advanced semiconductor manufacturing to Japan is a strategic move to meet the increasing demand for AI, robotics, and autonomous driving technologies. This expansion is fueling investor optimism and contributing to the bullish market movement.
• The company's meeting between founder Morris Chang and Nvidia CEO Jensen Huang, along with the mass production of 2-nanometer chips and expansion into Arizona, highlights TSMC's pivotal role in the global semiconductor industry. These developments are likely boosting investor confidence in the company's future growth prospects.
• The upgrade of TSMC's stock to a "Strong-Buy" rating by Zacks Research, citing strategic capacity expansion and strong fundamentals, further reinforces positive market sentiment towards the company. This endorsement is likely contributing to the bullish trend in TSM's stock price.
• Overall, TSM's focus on technological advancements, strategic expansions, and positive analyst ratings are driving the bullish market movement, indicating a bright outlook for the company in the semiconductor industry.

11.01.2026 - TSM Stock was up 5.3%

• TSM witnessed a notable surge in its stock price today, attributed to its record-breaking January revenue of $12.7 billion, marking a 37% year-over-year increase. This growth is primarily fueled by the high demand for AI chips and high-performance computing.
• The recent decision to reject a U.S. proposal to shift 40% of Taiwan's semiconductor supply chain demonstrates TSM's commitment to maintaining its dominant position in the chip industry. This move has reassured investors about the company's future growth trajectory.
• While there are some concerns surrounding TSM's valuation, with differing opinions on its fair value, overall market sentiment remains optimistic. This positive outlook is driven by the company's strong performance and its potential for growth in the semiconductor sector.

15.00.2026 - TSM Stock was up 6.0%

• TSM surpassed Samsung Electronics in operating profit due to high demand for AI chips, highlighting its dominance within the semiconductor industry.
• Despite concerns about overvaluation, institutional investors such as Liberty One Investment Management LLC notably increased their stake in TSM, demonstrating faith in its growth potential.
• Speculations about a possible trade agreement between the Trump administration and Taiwan, which includes TSMC's commitment to expanding semiconductor manufacturing in the U.S., likely boosted investor confidence and contributed to TSM's positive market performance.
• TSM's strong position in the AI market, alongside its U.S. expansion plans and favorable analyst evaluations, continue to establish its reputation as a key industry player, driving its upward trajectory.

26.10.2025 - TSM Stock was up 5.7%

• Despite a noticeable decline on Tuesday, TSM rebounded strongly today, indicating resilience in the face of recent challenges.
• The trade secret dispute with Intel might have presented a contrarian opportunity for investors, leading to renewed interest and positive sentiment towards TSM.
• Speculation around Apple Inc.'s expected good quarter and nearing all-time high may have indirectly boosted confidence in TSM, as the two companies often have intertwined performance in the tech sector.
• Overall, the bullish movement in TSM could be attributed to a combination of positive market sentiment, potential opportunities arising from disputes, and broader sector trends.

05.07.2025 - TSM Stock was down 2.6%

• The notable bearish movement in TSM's stock may be linked to wealthy investors taking a bearish stance on the company, as evident from public options records.
• This change in sentiment could have been prompted by worries about the company's future growth outlook or industry-related challenges.
• It is advisable for investors to heed these cues from institutional investors as they can offer insights into possible future market trends and sentiment regarding a specific stock.

02.01.2026 - TSM Stock was up 2.4%

• The bullish movement in TSM's stock today can be attributed to the company's recognition as one of the most influential companies in 2021, highlighting its essential role in the semiconductor industry and increased demand for its custom chips.
• Despite some institutional investors like Terra Alpha Investments LLC selling off a portion of their stake in TSM, the overall positive sentiment towards the company remains strong, with other large investors increasing their positions and Wall Street analysts maintaining a "Buy" rating.
• TSM's recent actions, such as raising its quarterly dividend and reporting strong financial performance, have also contributed to the bullish market movement, indicating a positive outlook for the company's future growth and profitability.
• The global importance of Taiwan's semiconductor industry, particularly TSMC, as highlighted in various sources, further solidifies TSM's position in the market and underscores the significance of international cooperation and stability for the company's continued success.

20.07.2025 - TSM Stock was down 5.0%

• TSM's bearish movement today could be attributed to concerns about the sustainability of margins due to the company's overseas fabrication expansion.
• The market might be reacting negatively to the increased pressure on margins in the future.
• Investors may be worried about the potential impact on TSM's profitability as it invests heavily in global fabs, leading to a sell-off of the stock.