TSM

Over the past six months (approximately March 2026 to September 2026), TSM's stock increased by 59.44%. More recently, it rose 6.69% in the past month and 57.95% over the last 12 months, with a year-to-date return of 47.01% as of September 23, 2026. On September 17, 2026, shares rose 3.0% to $430.26. The company's August 2026 revenue jumped 53% year-over-year, signaling strong AI chip demand, and July 2026 sales increased by 44.7% due to robust AI hardware demand. TSM's Q2 2026 results showed a 77% year-over-year net profit jump, beating estimates for the eighth consecutive quarter, with a gross margin of 67.7%. The company is expanding its advanced-node manufacturing capacity, with a new 3nm facility in Taiwan expected to begin production in H1 2027 and increased 3nm capacity in Arizona targeted for H2 2027. TSM is reportedly planning to raise wafer foundry prices by 3% to 6% starting in January 2027. Analyst recommendations have been largely bullish, with several firms increasing price targets and maintaining 'Buy' or 'Strong Buy' ratings, despite a slight dip of 1.2% on September 23, 2026.