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<Research>HSBC Research Raises TSMC (2330.TW) TP to TWD1,800, Keeps Rating at Buy
HSBC Global Research issued a research report expecting that overhang concerns regarding TSMC (2330.TW) in 1H26 (stemming from long-term gross margin erosion due to accelerated US ...
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<Research>HSBC Research Raises TSMC (2330.TW) TP to TWD1,800, Keeps Rating at Buy
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HSBC Global Research issued a research report expecting that overhang concerns regarding TSMC (2330.TW) in 1H26 (stemming from long-term gross margin erosion due to accelerated US wafer plant investment, US semiconductor industry tariffs and exchange rate risks) to diminish.

The broker also estimated that, starting from 1Q26, the average selling price of products will further hike, similar to the situation in 1Q25, potentially acting as a catalyst for re-rating. Any potential investment by Intel (INTC.US)      is unlikely to weaken TSMC's competitive position.

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HSBC Global Research raised its target price for TSMC from TWD1,305 to TWD1,800, benefiting from the upward revision of FY2026 EPS forecast from TWD65.33 to TWD71.6, and the target PE ratio from 20x to 25x. The broker continued to believe that TSMC will maintain its technological leadership and possess better-than-peers pricing power, with rating kept at Buy.
(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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