Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
| Revenue (TTM) | $4.10T |
| Gross Profit (TTM) | $2.54T |
| EBITDA | $2.86T |
| Operating Margin | 58.10% |
| Return on Equity | 36.20% |
| Return on Assets | 17.30% |
| Revenue/Share (TTM) | $98.92 |
| Book Value | $4.44 |
| Price-to-Book | 12.72 |
| Price-to-Sales (TTM) | 0.55 |
| EV/Revenue | 14.97 |
| EV/EBITDA | 20.55 |
| Quarterly Earnings Growth (YoY) | 58.40% |
| Quarterly Revenue Growth (YoY) | 35.10% |
| Shares Outstanding | $5.19B |
| Float | $35.17B |
| % Insiders | 0.04% |
| % Institutions | 15.64% |
Volatility is currently expanding
AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.
A systemic margin cascade emanating from the KOSPI index triggered a violent, automated liquidation across the broader semiconductor sector on Tuesday. When highly leveraged positions in Asian markets face abrupt margin calls, global hedge funds are frequently forced to liquidate their most liquid holdings to raise cash quickly.
Taiwan Semiconductor outpaces the sector and peers over the past year as AI demand, advanced chips and rising estimates support its growth outlook.
Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares Semiconductor ETF (SOXX) down 8% in a single week. Meanwhile about $1.3 trillion in semiconductor stock market value was erased, per Reuters, with Intel (down 21%), Micron (-22%), AMD (-8%) and Samsung (-7%).
Global equity markets woke up to another severe shock on July 7, 2026. The South Korean KOSPI index dropped approximately 8%, triggering market-wide trading halts for the second time in the past few months.
Arya's clearest data point on the demand side came on hyperscaler spending.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit.
AI-driven chip demand is fueling record semiconductor sales in 2026. See why ADI, MCHP, TXN and TSM stand out as stocks with growth potential.
Hyperscalers are quietly ending their dependence on legacy graphics processing unit (GPU) makers by aggressively migrating to building their own chips. For years, the major cloud providers operated essentially as toll collectors.
The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday.
