Taiwan Semiconductor Manufacturing/$TSM

TSMC jumps after Reuters reports Q3 net profit is expected to rise 28% year-on-year driven by surging AI infrastructure demand from key clients.
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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

Sector

Semiconductors

Primary listing

NYSE

Employees

83,825

Headquarters

Hsinchu City, Taiwan, Province of China

TSM Metrics

BasicAdvanced
$1.2T
30.93
$9.07
1.22
$2.28
0.93%

What the Analysts think about TSM

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

Bulls say / Bears say

TSMC’s net profit for the second quarter of 2025 jumped 60.7% year-on-year to T$398.3 billion, a historic peak that beat LSEG SmartEstimate and highlighted strong AI chip demand (Reuters)
Second-quarter 2025 revenue rose 38.6% to T$933.80 billion, exceeding market expectations and the company’s prior forecast, bolstered by robust AI-related orders (Reuters)
In March 2025, TSMC strengthened its commitment to Taiwan by announcing a new 2 nm fab in Kaohsiung, scheduled to begin mass production in the second half of 2025, reinforcing its lead in next-generation chip manufacturing (Reuters)
Proposed U.S. tariffs of up to 20% on Taiwanese goods could significantly raise TSMC’s export costs and diminish its competitiveness in major markets if implemented (Reuters)
The U.S. government’s proposed “1:1 chip production rule” would require TSMC to manufacture as many chips in the U.S. as its U.S. customers import, or face possible tariffs, introducing operational hurdles and higher production expenses (Reuters)
The U.S. Commerce Department revoked TSMC’s Validated End User status for its Nanjing facility, requiring the company to obtain individual export licenses for each shipment of U.S.-origin equipment—potentially delaying plant upgrades and capacity expansion (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 27 Sept 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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