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

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $575 from $500 on June 22 and maintained a Positive rating on the shares. The firm updated its model, including its capex and capacity strategy, which it believes will exceed both consensus and buy-side expectations. Susquehanna believes that the key uncertainty remains how token growth and the associated silicon requirements could drive potential supply-demand imbalances.

For reference, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its May 2026 revenue report on June 10, reporting that on a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, reflecting an increase of 1.5% from April 2026 and an increase of 30.1% from May 2025. It added that revenue for January through May 2026 totaled NT$1,961.80 billion, up 30.0% compared to the same period in 2025.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest contract semiconductor manufacturer in the world. Some of its prominent customers inc

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/susquehanna-lifts-pt-taiwan-semiconductor-190829335.html)