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

TSM Metrics

BasicAdvanced
$2T
31.60
$13.57
1.26
$2.76
0.69%

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

TSMC posted a 77% jump in second-quarter net profit and a record high revenue on July 16, 2026, beating market forecasts as surging AI processor demand drove its ninth straight quarter of double-digit profit growth. (Reuters)
The company raised its 2026 capital expenditure guidance to US$60–64 billion, up from US$52–56 billion, reflecting management’s confidence in sustained, structural AI-driven growth. (Reuters)
TSMC committed an additional US$100 billion to expand its Arizona fabrication facilities, enhancing capacity diversification and securing strong U.S. government support for its advanced node ramps. (Reuters)
TSMC’s Taipei-listed shares fell 7.3% after its Q2 earnings release despite record results, highlighting investor jitters over execution risks and near-term capital intensity. (Reuters)
TSMC’s concentration of advanced R&D and manufacturing in Taiwan exposes it to significant geopolitical risk, as Beijing’s stance on the island heightens the chance of disruptions from cross-strait tensions. (Reuters)
As TSMC tightens capacity and raises prices, customers are shifting orders to competitors such as Samsung and Intel, signaling potential market share erosion if rivals continue to scale. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 21 Aug 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

Funds containing TSM

AllEURGBP
Funds
Fund name
Fund size
$TSM weighting
VanEck Semiconductor€VVSM
€1.9B10.57%
VanEck Semiconductor£SMGB
£1.6B10.57%
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