
TSM · NYSE
The supplied consensus is Buy across seven analysts, with a mean price target of $507.50. The low and high targets are unavailable, so the target spread cannot be measured and the most- and least-bullish analysts cannot be identified. No named-firm rating actions or target revisions are supplied for the past week, so the direction of revisions is not established. The substantive disagreement is between TSMC’s growth and technology narrative—commercial 2nm production, a MediaTek opportunity, and smartphone adoption—and concerns over valuation, greater spending, cash-flow support, and competition from GlobalFoundries. The consensus remains positive, but the evidence does not show whether expectations recently strengthened or weakened.