Nomura Raises TSMC Price Target to TWD2,135, Projects 25-30% Revenue Growth This Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy ?
Source: aastocks
Market Expectations: Due to severe supply constraints, earnings expectations for Asian AI semiconductor and server supply chain companies are projected to rise this year, according to a Nomura report.
TSMC's Growth Potential: TSMC is expected to leverage the strong AI logic semiconductor market, particularly driven by Nvidia and Broadcom, leading to a potential revenue increase of 25-30% in USD terms.
Target Price Adjustment: Nomura has raised its target price for TSMC's stock from TWD1,855 to TWD2,135, maintaining a valuation basis of 25x projected 2026 EPS.
Investment Rating: The rating for TSMC has been reiterated as "Buy" by Nomura, reflecting confidence in the company's growth prospects amidst the AI semiconductor boom.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
