TSMC Maintains Consensus Buy Rating With Over 20% Upside to $355 Price Target As of Early December

On the operations side, connected November 25, 2025, TSMC filed a civilian suit successful Taiwan’s Intellectual Property & Commercial Court against erstwhile elder vice president Wei-Jen Lo, who joined Intel successful October, citing non-compete and confidentiality obligations, arsenic good arsenic Taiwan’s Trade Secrets Act.

Reuters aboriginal reported that Taiwan’s prosecutors searched 2 of Lo’s residences connected November 27 and seized devices; prosecutors said Lo is suspected nether the National Security Act. Intel publically denied the allegations and said it sees nary merit to the claims.

Coverage successful large outlets the aforesaid week emphasized TSMC’s contention of a “high probability” that delicate process know-how could beryllium disclosed, portion noting Lo’s agelong tenure successful advanced-node R&D and Intel’s stance that endowment mobility is regular and governed by strict IP policies.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated semiconductor foundry, manufacturing precocious logic chips for planetary customers crossed compute, mobile, and AI, with leading-edge nodes spanning 5nm, 3nm, and successful improvement 2nm.

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Disclosure: None.