Analysts turn more bullish on TSMC on stronger pricing power, earnings outlook
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TSMC set for strong AI-driven quarter as Mizuho lifts outlook
January 14, 2026 4:00 PM ESTTaiwan Semi (NYSE: TSM) is heading into its fourth-quarter earnings with strengthening momentum from artificial intelligence demand, according to Mizuho.
The firm raised its price objective to TWD 2,000 from TWD 1,730 ahead of results on Jan. 15, citing stronger wafer demand tied to Nvidias B300 GPUs and Googles TPUs.
Mizuho said AI is becoming a larger... More
