TSMC's Advanced Chips Supply May Remain Tight -- Market Talk

Dow Jones01-16

0355 GMT - TSMC's advanced chips supply could remain tight for some time, Citi analysts say in a research note. Management reiterated during the earnings call that they are trying very hard to narrow the supply-demand gap. Despite the rising cost for more advanced nodes, Citi believes AI is positive for both its revenue and margin, reinforcing its ability to maintain industry-leading profitability through the cycle, the analysts say. For advanced packaging, the analysts think TSMC's capacity could reach 1.2 million-1.3 million wafers in 2026 and rise to 1.8 million-2 million in 2027. Citi maintains a buy call on TSMC and raises its target price to NT$2,600.00 from NT$2,450.00. Shares are last 2.7% higher at NT$1,735.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

January 15, 2026 22:55 ET (03:55 GMT)

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For advanced packaging, the analysts think TSMC's capacity could reach 1.2 million-1.3 million wafers in 2026 and rise to 1.8 million-2 million in 2027. Citi maintains a buy call on TSMC and raises its target price to NT$2,600.00 from NT$2,450.00. Shares are last 2.7% higher at NT$1,735.00. 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(sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 15, 2026 22:55 ET (03:55 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772840.SGD","symbol_name":"CPR Invest - Climate Action A2 Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603959860","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603959860","pubTimestamp":1768535700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0355 GMT - TSMC's advanced chips supply could remain tight for some time, Citi analysts say in a research note. 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Management reiterated during the earnings call that they are trying very hard to narrow the supply-demand gap. Despite the rising cost for more advanced nodes, Citi believes AI is positive for both its revenue and margin, reinforcing its ability to maintain industry-leading profitability through the cycle, the analysts say. For advanced packaging, the analysts think TSMC's capacity could reach 1.2 million-1.3 million wafers in 2026 and rise to 1.8 million-2 million in 2027. Citi maintains a buy call on TSMC and raises its target price to NT$2,600.00 from NT$2,450.00. Shares are last 2.7% higher at NT$1,735.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 15, 2026 22:55 ET (03:55 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603959860","isCrawlerRequest":true}