TSM Taiwan Semiconductor Manufacturing Company Limited Loading... : Bullish and Bearish Analyst Opinions
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16:00
Aug 04
Aug 04
Pinnacle West's 20,000-acre economic corridor and an additional 30 million sq ft mixed-use development (Halo Vista) surrounding TSMC implies a significant, long-term increase in demand for a wider set of infrastructure and utility services beyond just Pinnacle's core growth. — The ripple effect of TSMC's investment will drive sustained, robust demand for power and construction, underpinning a multi-year capex cycle.
HIGH
16:00
May 04
May 04
TSMC's accelerated fab buildout in Arizona (Fab 2 ramping, Fabs 3 & 4 underway) drives load growth for PNW and signals continued TSMC capex in the region.
HIGH
16:00
Feb 25
Feb 25
PNW's 4.5 GW of committed load (which includes TSMC) is a floor for its load forecast; its 20 GW uncommitted queue and potential TSMC expansions are incremental and not in the capital plan. — The size of the uncommitted queue and TSMC's expansion potential represent undiscovered upside to PNW's growth and capex plans.
HIGH
16:00
Nov 03
Nov 03
Pinnacle West's load growth is increasingly driven by advanced manufacturing players, notably TSMC and Amcor, who are committing to specific in-service dates (2027-2028) for their facilities, creating a tight, predictable timeline for grid infrastructure investment. — This creates a near-term, fixed deadline for significant load interconnection, favoring utilities and infrastructure builders with projects already in motion.
HIGH
About TSM Analyst Coverage
Buzzberg tracks TSM (Taiwan Semiconductor Manufacturing Company Limited) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 4 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Ted Geisler.