Published: Tuesday, June 24, 2025 · 9:40 AM | Updated: Tuesday, June 24, 2025 · 9:40 AM
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Taiwan Semiconductor Manufacturing Company (TSM, Financial) saw its pre-market stock price rise by 2.12% to $214.77. UBS has reaffirmed a “buy” rating and raised its target price from 1,180 TWD to 1,200 TWD. UBS projects an increase in TSMC’s revenue growth in U.S. dollars for 2025 from 25% to 29%, alongside an increase in capital expenditure expectations to a range of $40-42 billion. These adjustments are driven by surging cloud-based AI demand and the release of advanced manufacturing capabilities.
TSMC’s revenue growth in the second quarter of 2025 is expected to exceed its own guidance of 13%, with gross profit margins anticipated at 57.0%, close to the previous record of 58.8%. Furthermore, UBS has increased TSMC’s long-term Earnings Per Share (EPS) compound annual growth rate estimate from 16% to 18%, underscoring the positive impact of the N2 process (2nm technology) and cloud AI business on profitability.
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