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TSMC's November Revenue Marginally Surpasses Projections, Wedbush Anticipates AI and Cutting-Edge Process Technologies to Propel Profits
2025-12-12 /
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Author：小编
Wedbush Securities has announced that TSMC's revenue for November marginally exceeded market forecasts. Owing to the strengthening of the US dollar, upon conversion to New Taiwan dollars, both sales revenue and gross profit margin witnessed a concurrent uptick. Furthermore, the degree to which the actual figures outperformed expectations in terms of the local currency surpassed that in US dollar terms. Analyst Matt Bryson reaffirms an 'Outperform' rating for TSMC, setting a target price of NT$1,700. He projects that, starting from 2026, a hike in average product prices, coupled with a transition towards more sophisticated process technologies in the product mix, will unlock even greater growth potential.
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