$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock based on strong signals from Bernstein SocGen Group, which reiterated its “Outperform” rating with a $330 price target. The firm highlighted that Taiwan Semiconductor’s 4Q25 revenue is tracking ahead of both guidance and consensus, signaling robust demand. November revenue reached NT$343.61 billion ($11 billion), reflecting a 24.5% increase year-over-year despite a 6.5% dip from October, while combined October and November sales accounted for 71% of the quarter’s guidance midpoint. This places TSM in the upper historical range of 65–72%, reinforcing confidence in its strong positioning and growth potential.
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