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) | $4.44T |
| Gross Profit (TTM) | $2.85T |
| EBITDA | $3.17T |
| Operating Margin | 60.30% |
| Return on Equity | 40.00% |
| Return on Assets | 19.00% |
| Revenue/Share (TTM) | $107.03 |
| Book Value | $4.86 |
| Price-to-Book | 10.66 |
| Price-to-Sales (TTM) | 0.50 |
| EV/Revenue | 13.39 |
| EV/EBITDA | 17.65 |
| Quarterly Earnings Growth (YoY) | 77.40% |
| Quarterly Revenue Growth (YoY) | 36.00% |
| Shares Outstanding | $5.19B |
| Float | $37.84B |
| % Insiders | 0.01% |
| % Institutions | 15.48% |
Volatility is currently contracting
A deepened High-NA EUV collaboration is lifting Intel (NASDAQ:INTC | INTC Price Prediction) and ASML Holding (NASDAQ:ASML) in Tuesday morning trading, with the semiconductor equipment story cutting against a softer market backdrop.
Samsung and TSMC, two of the world's largest semiconductor manufacturers, are moving ahead with ASML's most advanced chipmaking equipment, strengthening the case for continued growth at the Dutch lithography giant as artificial intelligence drives demand for increasingly sophisticated chips. ASML's US-listed stock rose about 3% during premarket trading on Tuesday, while its Amsterdam-listed shares rose over 1%.
TSMC and Samsung committed to using ASML's High NA EUV lithography machines as demand for more advanced chips used in AI grows. Samsung plans to use High NA EUV in 2028 for DRAM memory manufacturing, while TSMC expects to adopt the technology in 2030 for advanced chips.
South Korea's government has selected a consortium led by SK Telecom, Kakao, and KT to deliver free, unlimited-access general-purpose AI chatbots and agents to roughly 51 to 52 million citizens, with beta testing in September and full launch by year-end.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.
ADI, TSM, TXN, NVDA and ACMR could benefit as surging semiconductor sales and solid AI demand fuel optimism for chip stocks.
Reaching a $3 trillion market value by the end of 2028 works out to about 14% compound annual growth from the current share price. Management now expects 2026 revenue to grow slightly more than 40% in dollar terms after raising its outlook in July.
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.
When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction.
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