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TSM Overview

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$
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0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
329.600
Open
327.200
VWAP
321.15
Vol
5.82M
Mkt Cap
1.69T
Low
315.960
Amount
1.87B
EV/EBITDA(TTM)
16.82
Total Shares
5.19B
EV
44.14T
EV/OCF(TTM)
18.74
P/S(TTM)
12.39
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
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Events Timeline

(ET)
2026-03-24
06:40:00
Broadcom Faces Supply Chain Constraints Due to Soaring AI Chip Demand
select
link
2026-03-11 (ET)
2026-03-11
10:50:00
Taiwan Semi Shares Rise 2.45% to $355.60
select
2026-03-05 (ET)
2026-03-05
06:20:00
Nvidia Halts Production of H200 Chips
select
link
2026-02-26 (ET)
2026-02-26
14:50:00
Taiwan Semi Shares Down $12.12 to $375.61
select

News

Fool
8.5
03-28Fool
PinnedTaiwan Semiconductor: Surge in AI Chip Demand
  • AI Chip Market Growth: Taiwan Semiconductor expects the AI chip market to grow at a mid- to high-50% CAGR from 2024 to 2029, representing a massive growth opportunity that will drive significant capital expenditures to increase chip production capacity, thereby solidifying its market leadership.
  • Diverse Demand Support: As technologies like humanoid robots, autonomous driving, and drone delivery become more prevalent, chip demand will continue to rise, placing Taiwan Semiconductor at the heart of this growth trend as the world's largest chip foundry, ensuring future revenue growth.
  • Sustained Innovation Advantage: Taiwan Semiconductor's ongoing innovation in AI computing hardware will drive demand for more efficient and advanced hardware; although AI hardware has a relatively short lifespan, the need for replacements will always exist, providing a stable market foundation for the company.
  • Attractive Valuation for Investment: With a PE ratio of 23.6, slightly above the market average, Taiwan Semiconductor remains a compelling investment option given its strong long-term AI growth potential, and is expected to outperform the market over the next decade.
NASDAQ.COM
9.5
03-29NASDAQ.COM
Micron and TSMC's Future Outlook Amid AI Boom
  • Earnings Growth Potential: Micron Technology's stock has surged nearly 300% over the past year, compared to TSMC's 92% increase, indicating Micron's strong profitability amid rising AI demand, with continued growth expected into 2026.
  • Market Competitive Advantage: As the world's largest contract chip manufacturer, TSMC is poised to maintain its leadership position due to its advanced manufacturing technology and ongoing price increase strategy, driving long-term revenue growth.
  • Price and Supply-Demand Dynamics: The surge in demand for Micron's high-bandwidth memory chips has led to significant short-term earnings growth; however, increased competition and capacity expansion may lead to price declines, impacting future profitability.
  • Valuation Comparison: Micron trades at a price-to-earnings ratio of just 6.5, while TSMC's ratio is nearly 24, suggesting that while Micron's current valuation appears fair, long-term investors may prefer TSMC's stable growth outlook.
Fool
8.5
03-29Fool
Investment Opportunities in Semiconductor Sector Amid AI Surge
  • Profit Growth Drivers: Micron Technology's stock surged nearly 300% over the past year due to skyrocketing AI demand, while Taiwan Semiconductor Manufacturing Company (TSMC) saw a 92% increase, highlighting the semiconductor sector's robust performance amid the AI boom, attracting investor interest.
  • Market Demand Analysis: As a major supplier of high-bandwidth memory (HBM) chips, Micron benefits from the significant demand for memory from GPUs and AI accelerators, achieving good growth in shipments despite facing pricing challenges, reflecting its critical position in the market.
  • Technological Leadership: TSMC continues to expand its market share with its world-leading manufacturing technology, expected to maintain strong earnings growth in the coming years, especially after launching its latest N2 chip process, allowing it to sell products at higher prices and further solidifying its market position.
  • Investment Value Comparison: While Micron's price-to-earnings ratio of 6.5 times suggests short-term appeal, its lack of long-term competitive advantage may lead to future earnings declines, whereas TSMC's long-term growth potential and stable earnings outlook make it appear more attractive in the current market.
Yahoo Finance
6.5
03-29Yahoo Finance
Ark Invest Significantly Reduces Tech Holdings
  • Meta Platforms Reduction: Ark Invest sold 76,622 shares of Meta across multiple ETFs, valued at approximately $42 million, indicating a loss of confidence amid market fluctuations and a $6 million product liability verdict against the company.
  • NVIDIA Position Cut: Ark reduced its NVIDIA holdings by 154,441 shares, totaling around $26.6 million, aligning with concerns over potential overvaluation in AI-centric firms, which could lead to significant market corrections.
  • AMD and TSMC Sales: Ark sold 38,245 shares of AMD and 15,696 shares of TSMC, valued at approximately $7.8 million and $5.1 million respectively, reflecting challenges in the semiconductor industry, including rising prices and production capacity constraints.
  • Alphabet and Netflix Cuts: Ark reduced its stake in Alphabet by 9,046 shares and Netflix by 6,775 shares, valued at approximately $2.5 million and $632,243 respectively, with Alphabet facing legal challenges and Netflix raising subscription prices due to content expansion.
NASDAQ.COM
8.5
03-29NASDAQ.COM
Elon Musk Unveils Terafab Semiconductor Vision
  • Surging Chip Demand: Musk envisions a need for one terawatt of computing power annually, while the current global AI computing capacity stands at only 20 gigawatts, indicating a significant demand for semiconductor production that could intensify market competition.
  • Tesla and SpaceX's Needs: Tesla and the soon-to-be-public SpaceX will be the primary users of Terafab chips, with Musk predicting that the Optimus robots will require 10 to 100 times the current chip demand, further driving the need for chips.
  • Investment and Valuation Challenges: If Terafab were 50 times the size of TSMC, its potential value could reach $90 trillion; however, given the high costs and technological challenges of semiconductor manufacturing, investors must cautiously assess the feasibility of this vision.
  • Technical and Talent Shortages: Achieving the goals of Terafab requires massive investment and top-tier talent, while the current technological barriers and talent competition in the semiconductor industry pose significant challenges that could impact the long-term growth of Tesla and SpaceX.
Fool
8.5
03-29Fool
Elon Musk Unveils Terafab Semiconductor Factory
  • Semiconductor Production Challenge: Musk's introduction of Terafab aims for a terawatt of compute annually, while the current global AI computing capacity stands at only 20 gigawatts, highlighting a significant market demand and production gap that may attract investor interest.
  • Tesla and SpaceX Demand: Tesla and the soon-to-be-public SpaceX will be the primary users of Terafab chips, with predictions that the Optimus robots will require 10 to 100 times more chips than Tesla's robotaxi fleet, indicating a massive future demand for chips.
  • Technical and Financial Challenges: Manufacturing semiconductors at this scale presents enormous technical and financial hurdles, with estimated capital expenditures reaching $6 trillion, and even with improved efficiency, a $3 trillion investment would still be necessary, underscoring the project's high-risk nature.
  • Cautious Investor Sentiment: While the vision for Terafab is enticing, investors should exercise caution when incorporating it into the valuations of Tesla and SpaceX, as the substantial investments and technological challenges suggest that any production or financial returns may take a long time to materialize.
Wall Street analysts forecast TSM stock price to rise
8 Analyst Rating
Wall Street analysts forecast TSM stock price to rise
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
63.24
Averages
313.46
High
390.00
Current: 0.000
sliders
Low
63.24
Averages
313.46
High
390.00
Citi
Buy
maintain
AI Analysis
2026-03-30
New
Reason
Citi
Price Target
AI Analysis
2026-03-30
New
maintain
Buy
Reason
Citi raised the firm's price target on TSMC to NT$2,800 from NT$2,600 and keeps a Buy rating on the shares. The firm increased the company's estimates to reflect strong AI demand.
DA Davidson
NULL -> Buy
initiated
$450
2026-02-12
Reason
DA Davidson
Price Target
$450
2026-02-12
initiated
NULL -> Buy
Reason
DA Davidson initiated coverage of TSMC with a Buy rating and $450 price target. The firm sees a a "compounding execution moat" for the company in leading edge manufacturing. This gives TSMC a "durable, self-reinforcing advantage" as AI compute demand scales, the analyst tells investors in a research note. Davidson highlights the company's ability to "repeatedly industrialize architectural transitions into predictable, high volume platforms."
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TSM
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Valuation Metrics

The current forward P/E ratio for Taiwan Semiconductor Manufacturing Co Ltd (TSM.N) is 22.56, compared to its 5-year average forward P/E of 18.20. For a more detailed relative valuation and DCF analysis to assess Taiwan Semiconductor Manufacturing Co Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
18.20
Current PE
22.56
Overvalued PE
21.99
Undervalued PE
14.40

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
10.06
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
12.03
Undervalued EV/EBITDA
8.10

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
7.14
Current PS
0.00
Overvalued PS
8.48
Undervalued PS
5.80

Financials

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Whales Holding TSM

C
Castleknight Management LP
Holding
TSM
+24.46%
3M Return
A
Analog Century Management, LP
Holding
TSM
+24.26%
3M Return
C
Clal Financial Management Ltd
Holding
TSM
+22.88%
3M Return
S
SoftBank Group Corp.
Holding
TSM
+22.73%
3M Return
B
BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A.
Holding
TSM
+19.04%
3M Return
F
FengHe Fund Management Pte. Ltd.
Holding
TSM
+15.87%
3M Return

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Frequently Asked Questions

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM) stock price today?

The current price of TSM is 317.9 USD — it has decreased -2.71

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s business?

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.

What is the price predicton of TSM Stock?

Wall Street analysts forecast TSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is313.46 USD with a low forecast of 63.24 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s revenue for the last quarter?

Taiwan Semiconductor Manufacturing Co Ltd revenue for the last quarter amounts to 33.71B USD, increased 25.52

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM)'s earnings per share (EPS) for the last quarter?

Taiwan Semiconductor Manufacturing Co Ltd. EPS for the last quarter amounts to 0.63 USD, increased 40.00

How many employees does Taiwan Semiconductor Manufacturing Co Ltd (TSM). have?

Taiwan Semiconductor Manufacturing Co Ltd (TSM) has 76478 emplpoyees as of March 30 2026.

What is Taiwan Semiconductor Manufacturing Co Ltd (TSM) market cap?

Today TSM has the market capitalization of 1.69T USD.