TSMC Soars 3.32% on AI Demand, Morgan Stanley's Buy Rating
On May 2, 2025, TSMC's stock rose by 3.32% in pre-market trading, reflecting strong investor confidence in the company's future prospects.
TSMC's recent performance has been bolstered by several key factors. morgan stanley has listed tsmc as a top pick, citing robust capital expenditures by major tech companies in the AI sector. This investment is expected to drive demand for TSMC's advanced chip technologies, particularly in the areas of CPU and GPU production. Despite a slight reduction in its target price, Morgan Stanley maintains a "buy" rating for TSMC, indicating a positive outlook for the company's stock performance over the next 12 to 18 months.
Additionally, TSMC's strategic advancements in packaging technology are seen as a significant growth driver. The company's CoWoS technology, which integrates multiple chips into a single package, is in high demand. This technology is expected to play a crucial role in the development of AI and high-performance computing applications, further solidifying TSMC's position as a leader in the semiconductor industry.
TSMC's expansion plans, including the construction of new facilities in Arizona, also underscore its commitment to maintaining technological leadership and meeting global demand. The company's investments in advanced manufacturing capabilities and strategic partnerships are expected to enhance its competitive edge in the rapidly evolving semiconductor market.




























