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 mid-60s market share in 2024. 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 customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 83,000 people.

Ticker

$TSM

Primary listing

NYSE

Industry

Semiconductors and Semiconductor Equipment

Headquarters

Hsinchu City, Taiwan, Province of China

Employees

65,152

TSM Metrics

BasicAdvanced
$995B
24.83
$9.47
1.34
$2.13
1.11%

What the Analysts think about TSM

Analyst ratings (Buy, Hold, Sell) for Taiwan Semiconductor Manufacturing stock.

Bulls say / Bears say

Record Q2 performance: TSMC’s Q2 net profit surged 60.7% year-over-year to NT$398.3 billion ($13.5 billion) and revenue topped $30 billion, powered by strong AI and high-performance computing demand. (Reuters)
Raised outlook: The company lifted its full-year 2025 revenue growth forecast to about 30% (from mid-20%) and projected Q3 revenue of $31.8 billion–$33 billion, reflecting sustained AI-driven demand. (WSJ)
Capacity expansion: TSMC plans $38–42 billion in 2025 capex to build and equip new fabs across Taiwan, the U.S., Japan, and Germany, securing production for advanced nodes including 2 nm. (Reuters)
NT$ volatility: The New Taiwan dollar’s ~12% appreciation in 2025 has significantly eroded TSMC’s profitability, contributing to a 58.6% gross margin in Q2 and prompting guidance for a further decline to 55.5–57.5% in Q3. (FT)
Rising capex drag: Heavy investment in U.S. and overseas expansion—part of a $38–42 billion capex plan—will increase fixed costs and dilute margins as new fabs are ramped up. (FT)
Policy uncertainty: U.S. export controls on AI chips for China and the threat of reciprocal tariffs create demand uncertainty, particularly in the Chinese market. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 24 Jul 2025.

TSM Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

TSM Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Upcoming events

Sept16
Taiwan Semiconductor Manufacturing
Dividend·Ex-dividend
Oct9
Taiwan Semiconductor Manufacturing
Dividend·Payment
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