Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 13 Best Nanotechnology Stocks to Buy Now.

According to TheFly, connected December 8, 2025, Bernstein accrued its terms people for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330. The steadfast kept an Outperform rating. The steadfast raised its projection for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s chip-on-wafer-on-substrate capableness to 125,000 wafers per period by the extremity of 2026, noting that it would conscionable Nvidia’s specified requirements for the Blackwell and Rubin projects successful 2025 and 2026. Additionally, Bernstein anticipated that the company’s income would summation by 20% successful 2027 and 23% successful fiscal 2026.

On November 25, 2025, Reuters disclosed that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) had sued Wei-Jen Lo, a erstwhile elder vice president who had precocious joined Intel, successful Taiwan’s Intellectual Property and Commercial Court. The conditions of Lo’s employment contract, the non-compete statement helium signed, and statutes, including the Trade Secrets Act, are the ground for the complaint, according to Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). The institution besides said that determination is simply a “high probability” that Lo volition use, leak, reveal, oregon transportation the firm’s commercialized secrets and backstage accusation to Intel, necessitating ineligible action. Requests for remark from Intel and Lo were not instantly answered.

Taiwan’s system ministry stated that it volition support an oculus connected imaginable effects connected the marketplace and respect Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s ineligible action. The ministry further stated that it volition assistance successful establishing whether the lawsuit contains violations of the National Security Act oregon infringement of halfway technologies. Authorities are besides looking into Lo pursuing accusations that helium whitethorn person fixed precocious method information to Intel.

Lo contributed to the wide accumulation of 5-nm, 3-nm, and 2-nm chips during his 21 years astatine the company. He had antecedently worked for Intel for eighteen years.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated declaration spot producer, with a mid-60% marketplace stock successful 2024. It uses its ain IC designs to make integrated circuits for customers. The planetary displacement of semiconductor companies from integrated instrumentality manufacturers to fabless designers has agelong benefited the firm.

The steadfast bears the expenses and superior investments of operating factories successful a highly volatile market, conscionable similar immoderate different foundry, for its clients. Foundries often physique excess capableness during periods of precocious demand, which tin effect successful underutilization during downturns, reducing profitability.