Taiwan Semiconductor Manufacturing (TSM) — closed signal from May 6, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on August 4, 2026.
Predicted vs. what happened
TSM price · publication thesis → realized outcomesplit-adjusted
$400.52 – $414.47Entry zone — fair-value band
$412.92Published — price the day we called it
$461.62Target — the price the thesis aimed for
$479.00Peak — highest point inside the window, not a realized return
$417.17Window close — end-of-window price, context only
What happened
Target reached
Reached its target in 43 days.
Peak price
$479.00
peak on June 30, 2026 — not a realized returnPeak gain
+16%
peak, from the publication priceWindow close
$417.17
end-of-window price, context onlyDays to target
43
Window
May 6, 2026 – August 4, 2026
The thesis — published May 6, 2026
Predicted growth
+12%
over the measurement windowTarget price
$461.62
the price the thesis aimed forEntry zone
$400.52 – $414.47
the fair-value band we waited forPrice at publication
$412.92
published May 6, 2026Confidence
82%
how strongly the data lined upTimeframe
Short-term (0–3 months)
TSM is the clearest way to own the chip-manufacturing trend tied to AI and other fast-growing tech needs. Strong earnings and a healthy balance sheet mean it can ride higher demand. Samsung and Apple updates point to tight factory capacity. Geopolitical risk and the stock already running high mean caution is still warranted.
Primary drivers
- Large, broad demand for advanced chips used in AI and high-performance tasks
- Samsung's strong chip results show increased market appetite for AI silicon
- Apple looking for more production points to limited manufacturing capacity
- Solid balance sheet and steady execution justify a premium position
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Lyra
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