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Taiwan Semiconductor Manufacturing/$TSM

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About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with about 70% market share in 2025. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious base of customers, including Apple, AMD, and Nvidia, that look to apply its cutting-edge process technologies to their semiconductor designs. TSMC employs more than 83,000 people.
Ticker
$TSM
Sector
Semiconductors
Primary listing
NYSE
Employees
76,907
Headquarters
Hsinchu City, Taiwan, Province of China
Website
www.tsmc.com

TSM Metrics

BasicAdvanced
$1.9T
27.60
$14.94
1.24
$2.98
0.84%

What the Analysts think about TSM

Analyst ratings (Buy, Hold, Sell) for Taiwan Semiconductor Manufacturing stock.
Analyst projections of the future price of Taiwan Semiconductor Manufacturing stock.

Bulls say / Bears say

Third-quarter revenue rose 41.2% year on year and net income rose 68.7%; TSMC expects fourth-quarter revenue of $52.3–54.3 billion and lifted its 2026 revenue-growth outlook to about 44%. (TSMC, CNBC)
Advanced process nodes made up 79% of wafer revenue, and operating margin reached 58.7%, showing how demand for TSMC’s leading-edge technology supports strong profitability as 2-nanometre production ramps. (TSMC, CNBC)
A planned Arizona advanced-packaging plant, targeted to open by 2029, could help TSMC address a key bottleneck for AI chips and better serve US customers seeking local supply. (Reuters)
The 2-nanometre ramp is already weighing on margins, while overseas fabs are expected to reduce gross margin by 3–4 percentage points as more sites come on line in the next few years. (TSMC)
TSMC plans $60–64 billion of capital spending in 2026 and expects investment to be significantly higher over 2026–28. The returns on this unusually large global buildout remain uncertain, making capital efficiency a key risk. (TSMC, Asia Times)
Management warned that consumer and price-sensitive markets face rising component costs and macroeconomic uncertainty, and said it is taking a cautious approach to business planning for 2027. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 22 Oct 2026.

TSM Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

TSM Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

TSM News

AllArticlesVideos

The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway

MarketBeat4 days ago

Taiwan Semiconductor Manufacturing Doubles Down on CapEx as Agentic AI Expands, Say Bullish Analysts

Benzinga1 week ago

TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook

Schwab Network1 week ago

Funds containing TSM

AllUSDEUR
Funds
Fund name
Fund size
$TSM weighting
SPDR MSCI EM Asia€SPYA
$1.6B19.30%
SPDR MSCI EM Asia$EMAD
$1.6B19.30%
SPDR MSCI Emerging Markets$EMRD
$2.3B15.81%
Xtrackers MSCI Emerging Markets$XMME
$15B15.72%
Amundi MSCI Semiconductors£SEMG
€2B12.73%
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