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Can TSM’s Stock Reach $600 By 2028?
Key takeaways
- Can TSM’s Stock Reach $600 By 2028?
- The company raised 2026 revenue growth guidance above 30% and Cap Ex to the high end of $52-56B, with forward EPS of $15.35 and eight consecutive earnings beats.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Taiwan Semiconductor Manufacturing wasn t one of them.
Can TSM’s Stock Reach $600 By 2028? Vandita Jadeja Tue, May 19, 2026 at 9:01 PM GMT+7 4 min read TSM NVDA Quick Read Taiwan Semiconductor (TSM) reported Q1 2026 revenue of $35.9B with record 66.2% gross margin, with HPC now driving 61% of wafer revenue and CEO confirming AI-related demand is extremely robust.
The company raised 2026 revenue growth guidance above 30% and Cap Ex to the high end of $52-56B, with forward EPS of $15.35 and eight consecutive earnings beats.
Taiwan Semiconductor’s path to $600 by 2028 hinges on sustaining mid-to-high-50s AI accelerator revenue CAGR, successful N2 and A14 node ramps, and stable geopolitical conditions around Taiwan, as the stock currently trades at 26x forward earnings on 58% YoY EPS growth.
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