Tsm stock price today forecast brokerage consensus keeps buy

Brokerage consensus keeps buy recommendations intact, and TSM stock price today forecast rests on solid earnings visibility anchored by advanced 3nm chip demand, particularly in smartphone and datacenter markets. Artificial intelligence (AI) was the driving force behind many of the stock market's biggest winners in 2024. As big tech companies spend more and more on building out AI data centers and training large language models , several AI infrastructure companies are poised to continue benefiting throughout 2025. To mitigate geopolitical risk and satisfy clients’ diversification demands, TSMC is executing an ambitious overseas manufacturing plan. The Arizona Fab 21 and Fab 22 complexes, scheduled for 2026 mass production , represent a combined $65 billion CapEx investment , partially subsidized by the U.S. CHIPS and Science Act. Once complete, the Arizona site will produce 2 nm and 3 nm chips , the first of their kind on American soil, ensuring that NVIDIA, Apple, and AMD have domestic supply assurance. Semiconductor demand outlook remains robust, and TSM stock price today forecast rides on strengthened guidance across the sector. Citigroup upgrades its target to $182 amid improved order visibility from key U.S. customers.