http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 16 Jun 2026 09:01:11 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html <p>Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology (NASDAQ: AMKR) announced a 10-year agreement under which TSMC will procure advanced packaging and testing services from Amkor, with operations centered in Arizona.</p><p>The agreement establishes a framework for expanding advanced semiconductor packaging capacity in the United States. Both companies have existing facilities under development in Arizona — Amkor is building an advanced packaging and test campus, while TSMC is developing semiconductor fabrication facilities in the state.</p><p>"We are pleased to enter into this Agreement with our partner Amkor," said Kevin Zhang, senior vice president and deputy Co-COO of TSMC. "We have a http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html Tue, 16 Jun 2026 09:01:11 -0400 2330 AMKR TSM http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html <p>Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology (NASDAQ: AMKR) announced a 10-year agreement under which TSMC will procure advanced packaging and testing services from Amkor, with operations centered in Arizona.</p><p>The agreement establishes a framework for expanding advanced semiconductor packaging capacity in the United States. Both companies have existing facilities under development in Arizona — Amkor is building an advanced packaging and test campus, while TSMC is developing semiconductor fabrication facilities in the state.</p><p>"We are pleased to enter into this Agreement with our partner Amkor," said Kevin Zhang, senior vice president and deputy Co-COO of TSMC. "We have a http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html Tue, 16 Jun 2026 09:01:11 -0400 2330 AMKR TSM http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html <p>Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology (NASDAQ: AMKR) announced a 10-year agreement under which TSMC will procure advanced packaging and testing services from Amkor, with operations centered in Arizona.</p><p>The agreement establishes a framework for expanding advanced semiconductor packaging capacity in the United States. Both companies have existing facilities under development in Arizona — Amkor is building an advanced packaging and test campus, while TSMC is developing semiconductor fabrication facilities in the state.</p><p>"We are pleased to enter into this Agreement with our partner Amkor," said Kevin Zhang, senior vice president and deputy Co-COO of TSMC. "We have a http://www.streetinsider.com/Corporate+News/TSMC+and+AMKR+sign+10-year+advanced+packaging+deal+in+Arizona/26651502.html Tue, 16 Jun 2026 09:01:11 -0400 2330 AMKR TSM http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Press+Releases/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html <p> HSINCHU, Taiwan &amp; TEMPE, Ariz.--(BUSINESS WIRE)-- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor Technology, Inc. (Nasdaq: AMKR) today announced a 10-year agreement to foster a strong partnership that will enhance advanced semiconductor packaging capabilities in Arizona, strengthening and accelerating investment in the U.S. semiconductor supply chain ecosystem. </p><p> The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model while strengthening their ability to support customers’ evolving requirements. </p><p> As demand accelerates for high-performance http://www.streetinsider.com/Business+Wire/TSMC+and+Amkor+Technology+Announce+Long+Term+Partnership+to+Accelerate+Advanced+Packaging+in+the+United+States/26651358.html Tue, 16 Jun 2026 09:00:00 -0400 2330 AMKR O.00010533 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html si-local-file:///var/storage/secattach/20260616/26649952.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html Tue, 16 Jun 2026 06:06:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html si-local-file:///var/storage/secattach/20260616/26649952.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html Tue, 16 Jun 2026 06:06:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html si-local-file:///var/storage/secattach/20260616/26649952.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jun+15++Filed+by%3A+Yuan+Lipen/26649952.html Tue, 16 Jun 2026 06:06:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html <p>Goldman Sachs analysts who met with more than 35 investors during a U.S. marketing trip last week found sentiment remains broadly constructive on AI-related opportunities, but said one chip giant's stock has yet to catch up to its improving fundamentals.</p><p>AI ASIC, custom AI chips built for specific workloads, remains the most favored investment theme among the investors Goldman met, though conversations are shifting from validating demand toward the next phase of the cycle, including CPU demand tied to agentic AI, pricing power across the supply chain, and the durability of hyperscaler capital spending.</p><p>Many investors told the Wall Street firm that http://www.streetinsider.com/Hot+List+Pro/Goldman+sees+%22high+likelihood%22+for+this+major+AI+stock+to+grind+higher/26649679.html Tue, 16 Jun 2026 06:00:00 -0400 GOOGL MDTKF TSM http://www.streetinsider.com/Intl+Ratings/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html <p>Aletheia Capital analyst Stefan Chang raised the price target on TSMC (2330:TT) (NYSE: TSM) to NT$3,500.00 while maintaining a Buy rating.</p><p>The analyst comments "After our recent field trip to all TSMC’s new fabs in Taiwan, we now believe TSMC’s new advanced nodes capacity expansion will be 70kwpm, 150kwpm, and 170kwpm in 2026/27/28E. This suggests TSMC’s WFE can potentially double YoY in 2027E, while 2028E will see double digit growth. As for the back-end, we believe TSMC will focus more on CoWoS in the next 12 months, while SoIC and CoPoS will be more of a 2H27E/2028E story. Should TSMC be http://www.streetinsider.com/Intl+Ratings/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html Tue, 16 Jun 2026 05:12:37 -0400 TSM http://www.streetinsider.com/Analyst+PT+Change/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html <p>Aletheia Capital analyst Stefan Chang raised the price target on TSMC (2330:TT) (NYSE: TSM) to NT$3,500.00 while maintaining a Buy rating.</p><p>The analyst comments "After our recent field trip to all TSMC’s new fabs in Taiwan, we now believe TSMC’s new advanced nodes capacity expansion will be 70kwpm, 150kwpm, and 170kwpm in 2026/27/28E. This suggests TSMC’s WFE can potentially double YoY in 2027E, while 2028E will see double digit growth. As for the back-end, we believe TSMC will focus more on CoWoS in the next 12 months, while SoIC and CoPoS will be more of a 2H27E/2028E story. Should TSMC be http://www.streetinsider.com/Analyst+PT+Change/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html Tue, 16 Jun 2026 05:12:37 -0400 TSM http://www.streetinsider.com/Analyst+Comments/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html <p>Aletheia Capital analyst Stefan Chang raised the price target on TSMC (2330:TT) (NYSE: TSM) to NT$3,500.00 while maintaining a Buy rating.</p><p>The analyst comments "After our recent field trip to all TSMC’s new fabs in Taiwan, we now believe TSMC’s new advanced nodes capacity expansion will be 70kwpm, 150kwpm, and 170kwpm in 2026/27/28E. This suggests TSMC’s WFE can potentially double YoY in 2027E, while 2028E will see double digit growth. As for the back-end, we believe TSMC will focus more on CoWoS in the next 12 months, while SoIC and CoPoS will be more of a 2H27E/2028E story. Should TSMC be http://www.streetinsider.com/Analyst+Comments/TSMC+%282330%3ATT%29+%28TSM%29+PT+Raised+to+NT%243%2C500+at+Aletheia+Capital%2C+%27likely+to+top+its+2Q26E+revenue+guidance+and+beat+on+margins%27/26649588.html Tue, 16 Jun 2026 05:12:37 -0400 TSM