Taiwan Semiconductor Manufacturing (TSM) — closed signal from April 22, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on July 21, 2026.
Predicted vs. what happened
TSM price · publication thesis → realized outcomesplit-adjusted
$363.66 – $376.61Entry zone — fair-value band
$372.34Published — price the day we called it
$434.84Target — the price the thesis aimed for
$479.00Peak — highest point inside the window, not a realized return
$424.61Window close — end-of-window price, context only
What happened
Target reached
Reached its target in 40 days.
Peak price
$479.00
peak on June 30, 2026 — not a realized returnPeak gain
+28.6%
peak, from the publication priceWindow close
$424.61
end-of-window price, context onlyDays to target
40
Window
April 22, 2026 – July 21, 2026
The thesis — published April 22, 2026
Predicted growth
+17%
over the measurement windowTarget price
$434.84
the price the thesis aimed forEntry zone
$363.66 – $376.61
the fair-value band we waited forPrice at publication
$372.34
published April 22, 2026Confidence
85%
how strongly the data lined upTimeframe
Short-term (0–3 months)
TSMC runs chip factories that many top tech companies rely on, and it has been delivering steady results. Demand for AI chips and its lead in advanced manufacturing support continued estimate strength. Geopolitical concerns are the main risk, but solid earnings, a strong balance sheet, and high stock liquidity make the near-term picture appealing.
Primary drivers
- Ongoing demand for AI and advanced-node chips drives factory orders
- Consistent operational delivery helps analysts raise forecasts
- A strong balance sheet makes the company more resilient than peers
- Recent headlines emphasize TSMC's key role in advanced supply chains
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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