Taiwan Semiconductor Manufacturing Company Limited (TSM)

TW — Technology Sector
Peers: AVGO  META  ASML  MU  AMKR  LRCX  ASX  DIOD  AMAT  TSEM 

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Key Metrics & Ratings

  • symbol TSM
  • Rev/Share 700.108
  • Book/Share 970.8168
  • PB 9.0607
  • Debt/Equity 0.1914
  • CurrentRatio 2.693
  • ROIC 0.2414

 

  • MktCap 45284572689751.72
  • FreeCF/Share 171.5603
  • PFCF 50.8887
  • PE 28.8106
  • Debt/Assets 0.1301
  • DivYield 0.0102
  • ROE 0.342

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 5
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated TSM Barclays -- Overweight $275 $325 Sept. 16, 2025
Upgrade TSM Daiwa Securities Outperform Buy -- -- April 15, 2025

News

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
TSM
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
AI Boom Fuels Taiwan Semiconductor's Growth: Will It Sustain Momentum?
TSM
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM's quarterly revenues surge 40.8% as AI chip demand soars, driving record 3nm and 5nm orders and fueling a global expansion push.

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image for news AI Boom Fuels Taiwan Semiconductor's Growth: Will It Sustain Momentum?
Final Trades: Taiwan Semi, HealthEquity, CBOE Global Markets and the XBI
CBOE, HQY, TSM, XBI
Published: November 12, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Taiwan Semi, HealthEquity, CBOE Global Markets and the XBI
Virtus SGA International Growth Q3 2025 Contributors And Detractors
ALC, BABA, SHOP, TEAM, TSM
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba was a contributor to the portfolio during the quarter, driven by strong execution in its core commerce and cloud businesses, and improved investor sentiment around management's strategic direction. TSMC's management raised fiscal year 2025 guidance to 30% revenue growth year-over-year, supported by robust demand for advanced semiconductor manufacturing and strong execution across its diversified business mix. Alcon was a detractor from performance during the quarter, as the company reported weaker than expected results and lowered its 2025 revenue guidance following sluggish market conditions and competitive pressures.

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image for news Virtus SGA International Growth Q3 2025 Contributors And Detractors
3 Buy-And-Forget Dividend Stocks With Snowballing Payouts
FAST, NVO, TSM
Published: November 11, 2025 by: 24/7 Wall Street
Sentiment: Positive

If the headline yield today is not something you're concerned with, and you pay more attention to how fast a yield can grow, then it's worth buying dividend stocks you can forget about for decades.

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image for news 3 Buy-And-Forget Dividend Stocks With Snowballing Payouts
Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth
TSM
Published: November 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

In-the-know traders see Taiwan Semiconductor Manufacturing (NYSE:TSM) as global powerhouse among chipmakers.

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image for news Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth
Taiwan Semiconductor sees October revenue surge, boosted by AI chip demand
TSM
Published: November 10, 2025 by: Proactive Investors
Sentiment: Positive

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) on Monday announced that its revenue in October rose 16.9% year over year to T$367.47 billion (US$11.86 billion), a new monthly record for the company, while also improving 11% from September. The results, though, marked the slowest pace of growth for TSMC since February 2024.

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image for news Taiwan Semiconductor sees October revenue surge, boosted by AI chip demand
Dividend Investors Should Be Loading Up on These 2 AI-Linked Stocks
AVGO, TSM
Published: November 10, 2025 by: 24/7 Wall Street
Sentiment: Neutral

It should go without saying at this point that artificial intelligence isn't just reshaping the tech landscape, it's rewriting the entire income-investing playbook.

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image for news Dividend Investors Should Be Loading Up on These 2 AI-Linked Stocks
These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest
AMZN, GOOG, GOOGL, META, MSFT, ORCL, TSM
Published: November 07, 2025 by: Investopedia
Sentiment: Negative

The boom-bust cycle that has lately powered a pullback in cryptocurrencies and precious metals is coming for AI stocks, according to BCA Research. And they have an idea for how to play it.

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image for news These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest
700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
ANET, SMCI, TSM
Published: November 03, 2025 by: 24/7 Wall Street
Sentiment: Positive

per share

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image for news 700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
3 Leading Tech Stocks to Buy in November
GOOG, NVDA, TSM
Published: November 03, 2025 by: The Motley Fool
Sentiment: Positive

Nvidia has huge sales growth on the books for next year. Alphabet displayed excellent resilience in 2025.

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image for news 3 Leading Tech Stocks to Buy in November
$14B Japanese Facility Signals TSMC's Bold AI Strategy
TSM
Published: October 31, 2025 by: MarketBeat
Sentiment: Positive

The artificial intelligence (AI) boom has unleashed a historic, seemingly insatiable demand for advanced computing power. At the epicenter of this technological revolution stands one company: Taiwan Semiconductor Manufacturing NYSE: TSM (TSMC), the critical manufacturing partner for nearly every major AI chip designer.

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image for news $14B Japanese Facility Signals TSMC's Bold AI Strategy
TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?
TSM
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates.

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image for news TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?
Top China Tech Stocks to Consider as U.S. Trade Tensions Ease
JD, KC, NTES, TSM
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Negative

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

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image for news Top China Tech Stocks to Consider as U.S. Trade Tensions Ease
2 AI Value Stocks That'll Have You Thinking There's No Bubble
AMZN, TSM
Published: October 30, 2025 by: 24/7 Wall Street
Sentiment: Neutral

It's hard to avoid the fearful “AI bubble” comments these days, especially as the big technology companies move into earnings where, of course, there's a fairly high bar.

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image for news 2 AI Value Stocks That'll Have You Thinking There's No Bubble
Invesco EQV International Equity Fund Q3 2025 Performance Update
LDNXF, LGRDY, LGRVF, NVO, RELX, SHMDF, SONY, TCOM, TSM
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Positive

Invesco EQV International Equity Fund's Q3 2025 performance was driven by strong returns from TSM, Legrand, Trip.com, and Shenzhen Inovance. TSM outperformed on robust AI chip demand and favorable margins, while Legrand benefited from data center growth and Trip.com from travel recovery. Key detractors included Shimano, RELX, and London Stock Exchange, impacted by margin pressures, AI disruption concerns, and rising competition.

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image for news Invesco EQV International Equity Fund Q3 2025 Performance Update
Buy These 5 Dividend Growth Stocks as U.S. Inflation Rate Hits 3%
ESLT, LRCX, ORCL, TSM, VRT
Published: October 27, 2025 by: Zacks Investment Research
Sentiment: Positive

As U.S. inflation hits 3%, dividend growth stocks like Vertiv, TSM, Oracle, Lam Research, and Elbit Systems shine.

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image for news Buy These 5 Dividend Growth Stocks as U.S. Inflation Rate Hits 3%
Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?
TSM
Published: October 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.

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image for news Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?
TSMC: Buy The Dip, But Don't Buy The Top
TSM
Published: October 21, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited rides high as the dominant advanced foundry with no credible near-term challengers, critical to the AI value chain. TSM's overseas expansion in Arizona helps mitigate geopolitical risks, with manageable margin dilution and strong demand from AI and HPC sectors supporting stable growth. Despite robust fundamentals and pricing power, TSM's valuation leaves little safety margin, and future growth depends on flawless execution by major clients like AMD and OpenAI.

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image for news TSMC: Buy The Dip, But Don't Buy The Top
Taiwan Semiconductor's Foundational Role Signals It May Be Undervalued Versus Nvidia, Analyst Says
NVDA, TSM
Published: October 21, 2025 by: Benzinga
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) is gaining momentum as the artificial intelligence frenzy from tech giants drive unprecedented growth.

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image for news Taiwan Semiconductor's Foundational Role Signals It May Be Undervalued Versus Nvidia, Analyst Says
TSMC Continues To Embody What A Structural Advantage Looks Like
TSM
Published: October 20, 2025 by: Seeking Alpha
Sentiment: Positive

The AI boom represents the biggest secular tech wave since the internet era, and TSMC is structurally positioned to be one of its primary enablers. Its Q3 results showed explosive 45% revenue growth and strong margin expansion, proving its efficiency in capturing AI-driven demand. TSMC's unmatched leadership in advanced nodes and disciplined capacity planning create a compounding structural advantage few can replicate.

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image for news TSMC Continues To Embody What A Structural Advantage Looks Like
TSMC Earnings: I Wish I Hadn't Sold
TSM
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited just released its third quarter earnings. The company widely beat expectations on both revenue and EPS. TSM stock sold off after earnings came out, which was irrational in my view. The reported figures and guidance were both excellent.

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image for news TSMC Earnings: I Wish I Hadn't Sold
Taiwan Semiconductor's Q3 Earnings Beat Estimates, Revenues Rise Y/Y
TSM
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM posts a 39% EPS jump and a 40.8% revenue surge in Q3 2025, beating estimates with expanding margins.

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image for news Taiwan Semiconductor's Q3 Earnings Beat Estimates, Revenues Rise Y/Y
TSMC: Buy The Backbone Of The Semiconductor Industry
TSM
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, beating expectations with 40.8% revenue growth and robust demand for advanced chips. TSM's dominance in leading-edge foundry technology, especially in AI and HPC, secures its market leadership and premium pricing power. Valuation remains reasonable given TSM's profitability, scale, and strategic partnerships, with continued growth expected from AI and next-gen chip demand.

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image for news TSMC: Buy The Backbone Of The Semiconductor Industry
Analysts Aren't Buying into AI Bubble Fears — Instead, They're Even More Bullish
AMD, NVDA, TSM
Published: October 17, 2025 by: 24/7 Wall Street
Sentiment: Positive

Analysts at Barclays just raised their price target on Taiwan Semiconductor (NYSE: TSM) to $275 with an “Overweight” rating.

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image for news Analysts Aren't Buying into AI Bubble Fears — Instead, They're Even More Bullish
3 Reasons To Buy TSMC's Q3 2025 Beat And Raise
TSM
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

TSMC has delivered its second consecutive earnings beat and raise this year, fuelled by stronger-than-expected growth in Q3. In addition to validating the resilient AI spending environment, TSMC's outsized growth has also been critical for preserving its margins from imminent deterioration due to costly growth initiatives. In the following analysis, we dive into three confirmations from TSMC's Q3 earnings update that point to further upside from current levels that market has yet to price in.

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image for news 3 Reasons To Buy TSMC's Q3 2025 Beat And Raise
TSMC Is Getting The Best Out Of Everyone's Buck
TSM
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited's Q3 results confirm that it's getting the best out of the AI CapEx dollars spent, and stands to gain more from smartphone demand recovering next year. TSM is forecasting a mid-40% CAGR in AI-related business through 2029, benefiting AI and smartphones moving to smaller nodes. The next upcoming node is 2nm, which is set for 60K monthly output in 2026 and will sell at 10-20% more than 3nm.

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image for news TSMC Is Getting The Best Out Of Everyone's Buck
TSMC: A Strong Buy At All-Time Highs
TSM
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, beating expectations with robust revenue growth and expanding gross margins. TSMC dominates the foundry market with over 70% share, benefiting from surging AI chip demand. The company is seeing strong revenue and earnings momentum. Gross margins are rising. The foundry raised its 2025 revenue and CapEx guidance amid a booming AI chip market.

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image for news TSMC: A Strong Buy At All-Time Highs
Stocks drift higher, led by Nvidia, TSMC
NVDA, TSM
Published: October 16, 2025 by: Fast Company
Sentiment: Positive

U.S. stock indexes are ticking higher on Thursday following an encouraging signal for the artificial-intelligence boom.

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image for news Stocks drift higher, led by Nvidia, TSMC
TSMC: Soaring To New All-Time High, No Longer An Ultra-Bargain (Downgrade)
TSM
Published: October 16, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, driven by surging AI chip demand. TSM's revenue soared over 40% year-over-year, with expanding margins and significant growth in high-end 3nm and 5nm chip processes. Despite heavy capital expenditures, TSM maintains positive free cash flow, benefiting from operating leverage and pricing power in the AI chip market.

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image for news TSMC: Soaring To New All-Time High, No Longer An Ultra-Bargain (Downgrade)

About Taiwan Semiconductor Manufacturing Company Limited (TSM)

  • IPO Date 1997-10-09
  • Website https://www.tsmc.com
  • Industry Semiconductors
  • CEO C. C. Wei
  • Employees 65152

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.