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TSM Overview

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

Loading chart...

High
349.400
Open
335.600
VWAP
343.34
Vol
19.18M
Mkt Cap
1.81T
Low
331.920
Amount
6.59B
EV/EBITDA(TTM)
17.12
Total Shares
5.19B
EV
44.92T
EV/OCF(TTM)
19.07
P/S(TTM)
12.32
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)
2026-03-05
06:20:00
Nvidia Halts Production of H200 Chips
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link
2026-02-26 (ET)
2026-02-26
14:50:00
Taiwan Semi Shares Down $12.12 to $375.61
select
2026-02-13 (ET)
2026-02-13
12:50:00
Taiwan Semi Shares Up $1.81, Mixed Options Sentiment
select

News

Benzinga
8.5
03-09Benzinga
PinnedTSMC Expands Workforce Amid Global Chip Demand
  • Hiring Initiative: TSMC plans to hire approximately 8,000 employees this year, offering an average annual salary of 2.2 million New Taiwan dollars (about $69,449), demonstrating the company's confidence in future market demand amid global chip shortages.
  • Diverse Talent Acquisition: The recruitment drive targets multiple fields including electrical engineering, materials science, mechanical engineering, business management, and accounting, while also focusing on specialists in AI, big data, and digital transformation technologies to enhance its technical capabilities.
  • Political Controversy: TSMC's investments in the U.S. have sparked debate in Taiwan, with some politicians arguing that this could weaken Taiwan's semiconductor industry, although analysts suggest that Taiwan's global chip dominance remains intact, highlighting political reactions amid economic anxieties.
  • Stock Performance: TSMC shares fell 1.02% to $335.43 in premarket trading on Monday, reflecting market concerns over the semiconductor sector despite the company's strong fundamentals and expansion plans.
NASDAQ.COM
8.5
03-09NASDAQ.COM
Big Tech Companies Ramp Up AI Hardware Investments
  • Market Dominance: Taiwan Semiconductor Manufacturing (TSMC) holds a commanding 72% market share in the semiconductor industry, far surpassing Samsung Electronics at 7%, positioning it to benefit significantly from the surging demand for AI hardware.
  • Strong Financial Performance: TSMC's revenue for 2025 reached $122.42 billion, a 35.9% year-over-year increase, with diluted earnings per share growing by 46%, showcasing robust profitability and cash flow that further solidifies its near-monopoly status.
  • ASML's Unique Advantage: ASML is the sole supplier of extreme ultraviolet (EUV) lithography machines, achieving sales of €32.6 billion in 2025, up 15% from 2024, with a net profit margin of 29.42%, reflecting strong market demand and profitability.
  • AI Investment Surge: With hundreds of billions allocated to AI hardware buildout, data center construction costs can reach $12 million per megawatt, making TSMC and ASML critical suppliers poised to play pivotal roles in the ongoing AI capital expenditure war.
Fool
8.5
03-09Fool
Tech Giants Ramp Up AI Investment
  • Surge in Capex: Microsoft plans a 66% increase in capital expenditures to $37.5 billion for 2026, while Meta's spending is projected to reach between $162 billion and $169 billion, reflecting a robust commitment to AI investments.
  • Semiconductor Market Dominance: Taiwan Semiconductor achieved $122.42 billion in revenue for 2025, a 35.9% year-over-year increase, capturing a 72% share of the global semiconductor market, underscoring its critical role amid rising AI hardware demands.
  • Lithography Machine Monopoly: ASML remains the sole supplier of extreme ultraviolet (EUV) lithography machines, with 2025 sales totaling €32.6 billion, a 15% increase, and a net profit margin of 29.42%, highlighting its irreplaceable position in advanced chip production.
  • AI Investment Outlook: As tech giants pour substantial funds into AI, Taiwan Semiconductor and ASML, as foundational infrastructure providers, are poised to play pivotal roles in the future of AI development, securing their market positions and profitability.
Fool
2.0
03-09Fool
Intel Stock Volatility and Future Outlook
  • Stock Performance: Intel's stock has more than doubled in value over the past 12 months, yet it has declined approximately 18% from its 52-week high of $54.60 reached in January, indicating market uncertainty about its future.
  • Profitability Challenges: While Intel's foundry business saw a 4% growth, overall revenue fell by 4%, and the foundry segment's operating loss increased to $2.5 billion, highlighting significant challenges in profitability.
  • Overvaluation: Currently, Intel's price-to-earnings ratio stands at 85, significantly higher than the S&P 500's average of 22, suggesting that the market has priced in excessive optimism regarding its future growth, posing high risks for investors.
  • Market Sentiment and Risks: Despite a strong performance at the beginning of 2026, the optimism surrounding Intel may already be fully reflected in its stock price, prompting investors to carefully consider whether to hold or buy the stock.
NASDAQ.COM
9.5
03-09NASDAQ.COM
Intel's Foundry Business Shows Growth Amidst Stock Concerns
  • Foundry Growth: Intel's foundry segment grew by 4% last quarter, indicating potential in specific areas despite an overall revenue decline of 4%, highlighting the company's mixed performance in a competitive landscape.
  • Profitability Issues: Despite the growth in the foundry business, Intel reported an operating loss of $2.5 billion, which is larger than the previous year's loss, underscoring the fragility of profitability in a challenging market.
  • High Stock Valuation: Intel's stock trades at a staggering 85 times its expected future earnings, significantly higher than the S&P 500's average of 22 times, suggesting that the market's optimistic outlook may be overvalued, increasing investment risks.
  • Market Volatility: Over the past 12 months, Intel's stock has more than doubled in value, yet it has recently dropped by 18%, reflecting the high volatility of the investment and prompting investors to carefully assess future buying opportunities.
Benzinga
2.0
03-09Benzinga
The Fragile Supply Chain Risk of the AI Revolution
  • Chip Manufacturing Dependency: Every AI processor designed by Nvidia is manufactured by TSMC, highlighting the global AI supply chain's heavy reliance on Taiwan, where geopolitical tensions could disrupt chip production and impact the entire AI industry's growth.
  • Energy Vulnerability: Taiwan imports approximately 97-98% of its energy, much of which is shipped through global energy routes tied to the Middle East, meaning TSMC's production capacity is directly affected by energy supply, increasing supply chain uncertainty.
  • Market Stress Test: Recent energy supply issues in South Korea led to rapid fluctuations in semiconductor stocks, reflecting investors' sensitivity to vulnerabilities in energy supply chains, which could raise similar concerns for Taiwan's semiconductor industry.
  • Fundamental Dependency of AI Industry: While the AI sector is being financed at historic scales, its chip manufacturing relies on TSMC's continuous power supply, underscoring that the AI supply chain depends not only on algorithms but also on the stability of basic energy resources.
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
DA Davidson
NULL -> Buy
initiated
$450
AI Analysis
2026-02-12
Reason
DA Davidson
Price Target
$450
AI Analysis
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."
Barclays
NULL -> Overweight
maintain
$380 -> $450
2026-01-16
Reason
Barclays
Price Target
$380 -> $450
2026-01-16
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on TSMC to $450 from $380 and keeps an Overweight rating on the shares. The company's Q4 results were "strong across the board," the analyst tells investors in a research note.
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 18.28. 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
18.28
Current PE
22.56
Overvalued PE
22.15
Undervalued PE
14.42

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
10.11
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
12.11
Undervalued EV/EBITDA
8.11

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
7.17
Current PS
0.00
Overvalued PS
8.53
Undervalued PS
5.81

Financials

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Whales Holding TSM

M
More Investment House Ltd.
Holding
TSM
+38.14%
3M Return
C
Clal Financial Management Ltd
Holding
TSM
+30.34%
3M Return
C
Castleknight Management LP
Holding
TSM
+26.13%
3M Return
S
Storebrand Asset Management AS
Holding
TSM
+23.43%
3M Return
A
Allan Gray Australia Pty Ltd.
Holding
TSM
+23.00%
3M Return
H
Hardman Johnston Global Advisors LLC
Holding
TSM
+18.58%
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 348.7 USD — it has increased 2.89

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 10 2026.

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

Today TSM has the market capitalization of 1.81T USD.