The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure
Taiwan Semiconductor Manufacturing Company (TSMC) is facing challenges despite a strong supply of AI silicon. The company is experiencing margin dilution and delays in data center infrastructure. Analysts maintain a positive outlook, rating TSMC stock as a tactical buy with an 18% upside potential.
- ▪TSMC is rated a tactical buy with a price target of $468.
- ▪The company is experiencing margin dilution and delays in data center infrastructure.
- ▪Despite these challenges, TSMC has a strong supply of AI silicon.
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