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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/General+News/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <pubDate>Thu, 04 Sep 2025 08:23:45 -0400</pubDate>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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   <title>TSMC stock target lifted at Bernstein on better AI outlook</title>
   <link>http://www.streetinsider.com/Investing/TSMC+stock+target+lifted+at+Bernstein+on+better+AI+outlook/25295653.html</link>
   <description>&lt;p&gt;Investing.com -- Bernstein raised its price target on Taiwan Semiconductor Manufacturing Co. to NT$1,444 from NT$1,260, citing stronger-than-expected artificial intelligence demand and early signs of recovery in non-AI markets.&lt;/p&gt;&lt;p&gt;Analysts forecast TSMC’s revenue to grow 33% in dollar terms this year, topping the company’s 30% guidance.&lt;/p&gt;&lt;p&gt;“We actually argue our projection [is] already conservative as we assume 4Q25 to have unusually low seasonality,” they wrote.&lt;/p&gt;&lt;p&gt;Growth of 17% is expected in 2026, underpinned by record-high Information and Communication Technology (ICT) exports from Taiwan to the U.S. and the ramp-up of Blackwell Ultra AI servers.&lt;/p&gt;&lt;p&gt;Bernstein expects AI to more than double its share of</description>
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