Executive Summary

  • TSMC’s share price (28 Jun 2026): TWD 2,370
  • 52‑week range (2026 Jun 22–2025 Jul 8): High TWD 2,535 / Low TWD 1,065
  • Market capitalisation: TWD 60 681 747 431 424
  • Price‑earnings ratio: 32.47

Market Activity – 30 Jun 2026

  • The stock traded to TWD 2,410 at market close, an increase of 40 TWD (1.69 %).
  • The day’s close followed a 19‑th‑hour surge of 18 700 sell‑orders that temporarily depressed the price.
  • The rise coincides with a FTSE index weight adjustment that included TSMC.

Analyst Outlook – UBS

  • Price target increased from TWD 3,000 to TWD 3,400 (a 13.3 % upside).
  • The upgrade is supported by strong demand for AI chips ahead of the Q2 2026 earnings release on 16 Jul 2026.
  • UBS maintains a Buy recommendation.
  • The price‑target adjustment is reported in multiple releases (feedburner, tipranks, blockonomi) on 29 Jun 2026.

Earnings Outlook – Q2 2026

  • TSMC is scheduled to report its second‑quarter 2026 results on 16 Jul 2026.
  • The market anticipates that AI‑related activities will continue to drive revenue growth, prompting analysts to raise valuation multiples.

Other Developments

DateSourceKey Point
28 Jun 2026insidermonkey.comMonthly sales of TSMC increased (exact figure not disclosed).
28 Jun 2026talkmarkets.comAI and semiconductor growth contributed to TSMC’s inclusion in a list of the world’s 50 most valuable companies.
27 Jun 2026finance.yahoo.comSusquehanna and BofA issued bullish reports on TSMC, citing continued growth prospects.
27 Jun 2026insidermonkey.comTSMC and Amkor entered a 10‑year partnership for advanced semiconductor packaging in Arizona.

Fundamental Position

  • Sector: Information Technology – Semiconductors & Semiconductor Equipment
  • Primary Exchange: Taiwan Stock Exchange
  • Currency: TWD
  • Business: Manufacturing, selling, packaging, testing, and computer‑aided design of integrated circuits and related devices.

Summary: TSMC’s share price shows modest gains amid a surge of sell orders at the close of 30 Jun 2026. UBS and other analysts raise the price target to TWD 3,400, citing robust AI chip demand ahead of the upcoming Q2 earnings. The company’s fundamentals remain strong, with a large market cap and a healthy 52‑week trading range. Additional corporate moves, such as the 10‑year packaging partnership with Amkor, underscore TSMC’s continued focus on advanced semiconductor solutions.