TSM Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: TSM's strategic expansion and technological leadership in AI-driven semiconductors position it for robust growth, despite current geopolitical challenges. Stable demand supports this outlook.




Bearish Case: Geopolitical tensions, particularly around Taiwan, and potential supply chain disruptions pose significant risks, threatening TSM's operational stability and financial performance.




Potential Outcomes:
  • 50% chance of steady growth driven by AI and semiconductor demand.
  • 30% risk of production disruptions due to geopolitical tensions.
  • 20% market volatility impacting stock price.



April 03, 2025


Taiwan Semiconductor Manufacturing Forecast

TSM        Taiwan Semiconductor Manufacturing











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