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How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 72+ days ago - stale data
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker assesses TSMC's market position, highlighting that the company's financial results and guidance indicate no slowdown in the significant spending by major tech companies on semiconductor manufacturing.
Yahoo FinanceThe speaker discusses the massive expansion plans of chip manufacturers within the context of global AI infrastructure development.
CNBC-eThe speaker examines the expansion in global chip manufacturing capacity and the strategic importance of new production facilities.
Yahoo FinanceThe speaker evaluates the massive capacity expansion and new factory investments in the chip manufacturing layer.
Yahoo FinanceThe speaker examines the announced earnings data, annual revenue growth, and the impact of AI chip demand on the company's margins.
Kemal HiçyılmazThe speaker analyzes the better-than-expected earnings report and strong cash flow announced by the company. He evaluates the critical importance of this success not only for the company itself but for the entire AI and chip sector.
Bora ÖzkentThe speaker highlights the recent positive data from the semiconductor giant as a key indicator that the AI trade has cleared its initial hurdles for the year. This performance is viewed as a validation of the ongoing demand for hardware.
CNBC TelevisionThe speaker highlights extraordinary earnings results with 30% projected sales growth, signaling that AI demand remains robust and countering bearish sentiment.
Yahoo FinanceThe speaker evaluates TSMC's recent earnings performance, management quality, and its critical role in the global semiconductor supply chain.
CNBC TelevisionThe speaker evaluates the massive increase in the company's 2026 capital expenditures (Capex) and its leadership in 2 nanometer technology as a critical indicator for AI infrastructure.
Yahoo FinanceThe speaker evaluates how the trade deal with Taiwan secures the company's $250 billion investment plans in the US and its impact on production capacity.
CNBC TelevisionThe speaker evaluates the new US-Taiwan trade deal, the $250 billion direct investment commitment, and the impact of tariff reductions on the company's manufacturing capacity in the US.
Yahoo FinanceThe speaker analyzes the company's reported financial results and the upward revision in its AI-focused growth projections.
CNBC TelevisionThe analyst evaluates TSMC's fourth-quarter results, highlighting the 32% increase in CapEx for 2026 and the company's competitive lead in 2nm technology.
Yahoo FinanceThe speaker analyzes the company's reported earnings data and the demand outlook in the artificial intelligence sector.
Barış SoydanThe speaker evaluates the company's fourth-quarter financial results which beat expectations, the growth in AI revenues, and the record gross profit margin performance.
BloombergHTThe speaker reports that TSMC's projection of a 30% increase in capital expenditures for 2026 has sparked a rally in global tech stocks. This investment decision is evaluated as confirming growth expectations in the semiconductor sector and reflecting positively on other players like ASML.
BloombergHTThe speaker analyzes the company's better-than-expected fourth-quarter net profit and gross margin figures, particularly linking them to growth in the artificial intelligence segment.
BloombergHTThe speaker examines recent sales data and expects growth to be confirmed by the upcoming earnings release.
CNBC TelevisionThe speaker scrutinizes the 15 billion dollar net profit expectation before the company's earnings release and its potential effects on Asian markets.
BloombergHTThe speaker assesses TSMC's market position, highlighting that the company's financial results and guidance indicate no slowdown in the significant spending by major tech companies on semiconductor manufacturing.
* Does not constitute investment advice
The speaker discusses the massive expansion plans of chip manufacturers within the context of global AI infrastructure development.
* Does not constitute investment advice
The speaker examines the expansion in global chip manufacturing capacity and the strategic importance of new production facilities.
* Does not constitute investment advice
The speaker evaluates the massive capacity expansion and new factory investments in the chip manufacturing layer.
* Does not constitute investment advice
The speaker examines the announced earnings data, annual revenue growth, and the impact of AI chip demand on the company's margins.
* Does not constitute investment advice
The speaker analyzes the better-than-expected earnings report and strong cash flow announced by the company. He evaluates the critical importance of this success not only for the company itself but for the entire AI and chip sector.
* Does not constitute investment advice
The speaker highlights the recent positive data from the semiconductor giant as a key indicator that the AI trade has cleared its initial hurdles for the year. This performance is viewed as a validation of the ongoing demand for hardware.
* Does not constitute investment advice
The speaker highlights extraordinary earnings results with 30% projected sales growth, signaling that AI demand remains robust and countering bearish sentiment.
* Does not constitute investment advice
The speaker evaluates TSMC's recent earnings performance, management quality, and its critical role in the global semiconductor supply chain.
* Does not constitute investment advice
The speaker evaluates the massive increase in the company's 2026 capital expenditures (Capex) and its leadership in 2 nanometer technology as a critical indicator for AI infrastructure.
* Does not constitute investment advice
The speaker evaluates how the trade deal with Taiwan secures the company's $250 billion investment plans in the US and its impact on production capacity.
* Does not constitute investment advice
The speaker evaluates the new US-Taiwan trade deal, the $250 billion direct investment commitment, and the impact of tariff reductions on the company's manufacturing capacity in the US.
* Does not constitute investment advice
The speaker analyzes the company's reported financial results and the upward revision in its AI-focused growth projections.
* Does not constitute investment advice
The analyst evaluates TSMC's fourth-quarter results, highlighting the 32% increase in CapEx for 2026 and the company's competitive lead in 2nm technology.
* Does not constitute investment advice
The speaker analyzes the company's reported earnings data and the demand outlook in the artificial intelligence sector.
* Does not constitute investment advice
The speaker evaluates the company's fourth-quarter financial results which beat expectations, the growth in AI revenues, and the record gross profit margin performance.
* Does not constitute investment advice
The speaker reports that TSMC's projection of a 30% increase in capital expenditures for 2026 has sparked a rally in global tech stocks. This investment decision is evaluated as confirming growth expectations in the semiconductor sector and reflecting positively on other players like ASML.
* Does not constitute investment advice
The speaker analyzes the company's better-than-expected fourth-quarter net profit and gross margin figures, particularly linking them to growth in the artificial intelligence segment.
* Does not constitute investment advice
The speaker examines recent sales data and expects growth to be confirmed by the upcoming earnings release.
* Does not constitute investment advice
The speaker scrutinizes the 15 billion dollar net profit expectation before the company's earnings release and its potential effects on Asian markets.
* Does not constitute investment advice