Taiwan Semiconductor Manufacturing Company Limited (TSM)

TW — Technology Sector
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Key Metrics & Ratings

  • symbol TSM
  • Rev/Share 700.108
  • Book/Share 970.8168
  • PB 9.4678
  • Debt/Equity 0.1914
  • CurrentRatio 2.693
  • ROIC 0.2414

 

  • MktCap 47319075980939.836
  • FreeCF/Share 171.5603
  • PFCF 53.175
  • PE 30.105
  • Debt/Assets 0.1301
  • DivYield 0.0097
  • 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

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)
TSMC's Results Add Another Feather in the Hat of AI Bulls—What You Need to Know
TSM
Published: October 16, 2025 by: Investopedia
Sentiment: Neutral

Taiwan Semiconductor Manufacturing Co. (TSM) posted record earnings and lifted its outlook, in what could be taken as another strong signal of AI demand.

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image for news TSMC's Results Add Another Feather in the Hat of AI Bulls—What You Need to Know
TSM Earnings Show Company's Centric Role in Chip Trade
TSM
Published: October 16, 2025 by: Schwab Network
Sentiment: Positive

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and how it offers a roadmap for TSMC and all the names it's connected to for the months ahead.

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image for news TSM Earnings Show Company's Centric Role in Chip Trade
TSMC Continues To Outperform, Powered By The AI Boom
TSM
Published: October 16, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited continues to outperform expectations across the board. TSM's profitability is outstanding due to scale advantages. The competitive moat remains intact.

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image for news TSMC Continues To Outperform, Powered By The AI Boom
TSMC: Unprecedented Growth Outlook For A Company Of This Scale
TSM
Published: October 16, 2025 by: Seeking Alpha
Sentiment: Neutral

Taiwan Semiconductor Manufacturing Company Limited is a big company with $119 billion in annual revenues. Management has guided for 45% revenue CAGR over the next 5 years. This is unheard of at this scale. Making the outlook even more rosy is the fact that margins in TSMC's next-generation N2 node are expected to be structurally higher than that of the N3 node. TSM stock is trading at a mere 22.6x 1-yr fwd P/E below even that of the S&P 500, which is at 22.8x. Looks like a major mispricing to me.

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image for news TSMC: Unprecedented Growth Outlook For A Company Of This Scale
Taiwan Semiconductor Q3 financial results top estimates on AI chip demand
TSM
Published: October 16, 2025 by: Proactive Investors
Sentiment: Positive

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) on Thursday reported better than expected financial results for the third quarter 2025, as its earnings reached a new record on artificial intelligence (AI) semiconductor demand. The company's earnings for the period climbed 39.1% year over year to NT$452.3 billion (New Taiwan dollars), surpassing the NT$417.69 billion analyst consensus estimate provided by LSEG.

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image for news Taiwan Semiconductor Q3 financial results top estimates on AI chip demand
Chip stocks rise after TSMC's rosy outlook on strong AI demand
TSM
Published: October 16, 2025 by: Reuters
Sentiment: Positive

Semiconductor stocks advanced on Thursday after top contract chipmaker TSMC issued a rosy forecast, fanning optimism about demand for artificial intelligence infrastructure in a week of multi-billion-dollar deals across the sector.

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image for news Chip stocks rise after TSMC's rosy outlook on strong AI demand
TSMC announces nearly 40% increase in profits, Trump confirms China trade war
TSM
Published: October 16, 2025 by: Yahoo Finance
Sentiment: Positive

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance moves for October 16, 2025. TSMC, the world's largest contract chipmaker, reported earnings that showed a 39% jump in third quarter profits.

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image for news TSMC announces nearly 40% increase in profits, Trump confirms China trade war
Buy the Surge in Taiwan Semiconductor Stock as Q3 Results Approach?
TSM
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Riding a wave of unprecedented demand for next-gen AI chips, Taiwan Semiconductor is expected to post record Q3 results on Thursday, October 16.

Read More
image for news Buy the Surge in Taiwan Semiconductor Stock as Q3 Results Approach?
Rising AI Chip Demand to Boost Taiwan Semiconductor's Q3 Revenues
TSM
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM's Q3 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising operation costs may have weighed on profitability.

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image for news Rising AI Chip Demand to Boost Taiwan Semiconductor's Q3 Revenues
Taiwan Semi (TSM) is Going to $400
TSM
Published: October 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Taiwan Semiconductor ( TSM ) reports September quarter results Thursday morning and as the stock bounces back sharply from Friday's trade war jitters, investors look forward to the continuous good news from the planet's top AI foundry. For instance, Susquehanna raised their price target to $400 from $300 last week after TSM reported a 31.4% increase in September sales (vs.

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image for news Taiwan Semi (TSM) is Going to $400
Should You Buy Taiwan Semiconductor Stock Before Oct. 16?
TSM
Published: October 13, 2025 by: 24/7 Wall Street
Sentiment: Neutral

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image for news Should You Buy Taiwan Semiconductor Stock Before Oct. 16?
TSMC: Cutting Through The Macro Noise Ahead Of Q3 Earnings
TSM
Published: October 13, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited is rated a Buy, driven by robust EPS growth forecasts and strong fundamentals ahead of its Q3 earnings report. TSM's premium valuation is justified by double-digit earnings growth, resilient margins, and favorable pricing trends despite geopolitical and tariff uncertainties. Technical analysis supports the bullish case, with shares in an uptrend and a favorable risk/reward setup near $250 if a post-earnings dip occurs.

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image for news TSMC: Cutting Through The Macro Noise Ahead Of Q3 Earnings
Should You Buy, Sell or Hold TSM Stock Before Q3 Earnings Release?
TSM
Published: October 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Taiwan Semiconductor's Q3 results are likely to reflect the benefits of AI-driven chip demand. However, high global expansion costs might have weighed on profitability.

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image for news Should You Buy, Sell or Hold TSM Stock Before Q3 Earnings Release?
Stock Market Mixed, But AMD, Nvidia, Taiwan Semi Lift AI; Tesla Launches Stripped-Down EVs: Weekly Review
AMD, NVDA, TSM
Published: October 10, 2025 by: Investors Business Daily
Sentiment: Neutral

The stock market was mixed, with AMD and Nvidia lifting the S&P 500 and Nasdaq to highs while the Dow Jones fell. Tesla launched cheap EVs.

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image for news Stock Market Mixed, But AMD, Nvidia, Taiwan Semi Lift AI; Tesla Launches Stripped-Down EVs: Weekly Review
TSMC: Billion-Dollar Deals Flowing Through Its Indispensable Foundry Monopoly
TSM
Published: October 09, 2025 by: Seeking Alpha
Sentiment: Neutral

No matter who emerges as the winner, be it NVDA, AMD, or AVGO, TSMC remains the ultimate winner thanks to its indispensable nature as the world's leading foundry. Thanks to the numerous billion dollar deals, I believe that TSM remains well positioned to deliver high growth, profitable prospects, significantly aided by the growing global capacities. This is especially since TSM's higher capacity utilization has already well balanced the lower margin overseas fabs, with it likely to balance the tariff risks from Q3 '25 onwards as well.

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image for news TSMC: Billion-Dollar Deals Flowing Through Its Indispensable Foundry Monopoly
LRCX vs. TSM: Which Semiconductor Stock Is the Better Bet Right Now?
LRCX, TSM
Published: October 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Lam Research outshines Taiwan Semiconductor with stronger earnings momentum, fewer geopolitical risks and rising demand from AI-driven chip innovation.

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image for news LRCX vs. TSM: Which Semiconductor Stock Is the Better Bet Right Now?

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.