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TSMC stock forecast: $590 bull case, $330 bear case for 2026
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TSMC stock forecast: $590 bull case, $330 bear case for 2026
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades at a discount to the companies it supplies — and that gap is the whole story behind a 2026 price forecast that runs from a $590 bull case down to a roughly $330 bear case. Having tracked the foundry cycle through three capital-expenditure booms, I would argu…
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