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TSM Overview

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ET
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Intellectia

Loading chart...

High
406.890
Open
406.880
VWAP
396.63
Vol
9.32M
Mkt Cap
2.10T
Low
391.060
Amount
3.70B
EV/EBITDA(TTM)
19.79
Total Shares
5.19B
EV
56.72T
EV/OCF(TTM)
23.32
P/S(TTM)
14.31
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)
2026-05-15
06:20:00
Apple Starts Low-End Processor Production with Intel
select
link
2026-05-11 (ET)
2026-05-11
12:50:00
Taiwan Semi Shares Down $7.29 to $404.37
select
2026-05-11
09:20:00
Applied Materials Partners with TSMC to Advance Semiconductor Technologies
select

News

CNBC
9.5
18:03 PMCNBC
Nvidia Earnings Preview: Impact of Trump's China Trip
  • Earnings Call Anticipation: Nvidia is set to report its fiscal first-quarter earnings on Wednesday after the market closes, with traders speculating a 50% chance that CEO Jensen Huang will mention President Trump during the call.
  • Chip Sales Uncertainty: Although Trump stated that the H200 chip was not discussed with China, the U.S. government has approved several Chinese firms to purchase the model, indicating a complex demand landscape.
  • Tariff Discussion Likelihood: There is a 57% chance that Nvidia will address tariffs during its earnings call, which could significantly influence its sales strategy in the Chinese market moving forward.
  • Emerging Robot Topic: The likelihood of Nvidia discussing humanoid robots stands at 55%, as Huang mentioned at CES the expectation of robots with human-level capabilities this year, highlighting the company's strategic focus on new technology areas.
Fool
5.0
16:05 PMFool
Analysis of Investment Prospects in AI Stocks
  • SoundHound AI's Strong Earnings: SoundHound AI reported record revenue of $44.2 million for Q1 2026, a 52% increase year-over-year, yet the company maintained its full-year revenue guidance of $225-$260 million, indicating robust performance in the AI voice agent sector despite market expectations for an upward revision.
  • Significant Acquisition Risks: SoundHound's planned $43 million all-stock acquisition of LivePerson raises concerns due to LivePerson's recent struggles, although management anticipates the deal could add $100 million in annual revenue by 2027, highlighting the execution risks involved in the integration process.
  • Aurora's Growth Potential: Aurora Innovation focuses on autonomous trucking technology and expects over 200 driverless trucks to be operational by the end of 2026; despite only generating $3 million in revenue in 2025, the expansion of its agreement with Berkshire Hathaway's McLane indicates growing market confidence.
  • High Market Volatility: Aurora's stock is more than two and a half times as volatile as the broader market, and while facing challenges like driver shortages and rising gas prices, its AI technology's application in complex scenarios could yield potential long-term gains for investors willing to endure the volatility.
Yahoo Finance
8.5
16:04 PMYahoo Finance
Leopold Aschenbrenner Discloses $5.52 Billion Equity Portfolio
  • Portfolio Size: As of March 31, 2026, Leopold Aschenbrenner disclosed a total equity portfolio of $5.52 billion, indicating a strong market presence, particularly in the semiconductor and AI sectors.
  • Significant Short Positions: The fund reported approximately $8.7 billion in short positions across major semiconductor and AI-linked companies, including $2.04 billion in the VanEck Semiconductor ETF and $1.57 billion in Nvidia, reflecting a cautious stance towards market volatility.
  • Increased Bitcoin Miner Holdings: The fund significantly increased its exposure to bitcoin miners, with Cleanspark's shares rising from 1.64 million to 12.28 million, indicating growing confidence in the cryptocurrency market that may lead to future profit growth.
  • Position Adjustments: The fund shifted its Intel position from 20.24 million call options to 3.61 million puts, reflecting a reassessment of the company's future performance, while also increasing its common stock holdings in CoreWeave, signaling optimism about its long-term potential.
CNBC
6.5
15:01 PMCNBC
Dan Loeb's Third Point Portfolio Adjustments
  • Portfolio Expansion: Third Point made significant additions in Q1, initiating positions in tech and semiconductor firms like ASML, Lam Research, and KLA, reflecting a strong commitment to the AI trade and enhancing its competitive edge in the rapidly evolving tech landscape.
  • Emerging Investments: The hedge fund also disclosed new stakes in the VanEck Semiconductor ETF and aircraft parts supplier TransDigm Group, indicating confidence in the semiconductor sector, particularly amid rising AI-driven market demand.
  • Bitcoin Mining Positioning: Third Point increased its investment in Hut 8, a Miami-based energy infrastructure and bitcoin mining company, whose shares have more than doubled in 2026, highlighting investor interest in AI-related power demand and data center infrastructure opportunities.
  • Position Adjustments: While Third Point reduced its stake in Taiwan Semiconductor by 35%, Amazon remains its largest equity holding, demonstrating confidence in the company's long-term growth potential despite a 10% reduction during the quarter.
Newsfilter
9.5
11:42 AMNewsfilter
NVIDIA Earnings Preview: Analysts Predict 'Beat-and-Raise' Quarter
  • Optimistic Earnings Outlook: Analysts predict that NVIDIA will report a 'beat-and-raise' quarter on May 20, reflecting strong market confidence in its growth potential, which could drive the stock price higher.
  • Price Target Updates: Wall Street analysts have revised their price targets for NVIDIA, indicating a bullish outlook on the company's future performance, further enhancing investor interest in its shares.
  • Positive Market Reaction: As the earnings report approaches, NVIDIA's stock price may be buoyed by positive sentiment, with investors eager to see its leadership in the AI and data center sectors.
  • Strategic Growth Drivers: NVIDIA's ongoing innovations in graphics processing units and artificial intelligence are expected to generate substantial revenue growth, solidifying its competitive advantage in the technology industry.
seekingalpha
5.0
05-17seekingalpha
Taiwan Semiconductor Industry Faces Blockade Risks
  • Escalating Blockade Risks: President Xi's warning to Trump about Taiwan interference highlights the threat to Taiwan's status as a semiconductor production hub, potentially disrupting TSMC and impacting the global chip supply chain significantly.
  • Chip Production Dependency: TSMC produces 90% of the world's advanced chips, with Apple relying on 90% of its 3nm capacity; a blockade would severely limit hardware supplies for global AI data centers, risking a major market sell-off.
  • Automotive Industry Impact: TSMC accounts for 35% of global automotive microcontroller production, and a blockade could delay or cancel millions of cars' production, affecting manufacturers like Ford and GM, reminiscent of the 2021 global chip shortage.
  • Shipping Sector Gains: In a blockade scenario, tanker shipping companies like International Seaways and DHT could benefit from increased transport demand, as longer shipping times would lead to higher freight rates, illustrating the market's complex dynamics.
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
Barclays
NULL -> Overweight
maintain
$450 -> $470
AI Analysis
2026-04-22
Reason
Barclays
Price Target
$450 -> $470
AI Analysis
2026-04-22
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on TSMC to $470 from $450 and keeps an Overweight rating on the shares. The company reported another quarter of" impressive delivery" with an earlier than expected guidance upgrade, the analyst tells investors in a research note. The firm believes TSMC's AI demand momentum is set to continue, making the stock a core holding.
Needham
Buy
maintain
$410 -> $480
2026-04-16
Reason
Needham
Price Target
$410 -> $480
2026-04-16
maintain
Buy
Reason
Needham raised the firm's price target on TSMC to $480 from $410 and keeps a Buy rating on the shares.
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 26.25, compared to its 5-year average forward P/E of 18.55. 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
18.55
Current PE
26.25
Overvalued PE
22.59
Undervalued PE
14.50

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
5Y Average EV/EBITDA
9.20
Current EV/EBITDA
0.02
Overvalued EV/EBITDA
12.38
Undervalued EV/EBITDA
6.01

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
5Y Average PS
6.56
Current PS
0.32
Overvalued PS
8.73
Undervalued PS
4.38

Financials

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Whales Holding TSM

S
Schroder Investment Management North America Inc.
Holding
TSM
+77.66%
3M Return
S
Schroder Investment Management Limited
Holding
TSM
+61.71%
3M Return
S
SoftBank Group Corp.
Holding
TSM
+55.72%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
TSM
+52.33%
3M Return
W
Wt Asset Management Ltd
Holding
TSM
+47.59%
3M Return
C
Capital Investment Trust Corporation
Holding
TSM
+42.15%
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 391.94 USD — it has decreased -3.07

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 35.88B USD, increased 40.53

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 0.70 USD, increased 66.67

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

Taiwan Semiconductor Manufacturing Co Ltd (TSM) has 76478 emplpoyees as of May 18 2026.

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

Today TSM has the market capitalization of 2.10T USD.