Taiwan Semiconductor Manufacturing Company Limited (TSM)
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- symbol TSM
- Rev/Share 736.2594
- Book/Share 1049.8297
- PB 10.3633
- Debt/Equity 0.1833
- CurrentRatio 2.618
- ROIC 0.2473
- MktCap 56001722367364.55
- FreeCF/Share 196.6072
- PFCF 54.9149
- PE 32.5116
- Debt/Assets 0.1252
- DivYield 0.0071
- ROE 0.3525
- Rating A-
- Score 4
- Recommendation Buy
- P/E Score 2
- DCF Score 5
- P/B Score 1
- D/E Score 3
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Reiterated | TSM | Needham | -- | Buy | $360 | $410 | Jan. 15, 2026 |
| Reiterated | TSM | Bernstein | -- | Outperform | $290 | $330 | Dec. 8, 2025 |
| Reiterated | TSM | Barclays | -- | Overweight | $275 | $325 | Sept. 16, 2025 |
| Upgrade | TSM | Daiwa Securities | Outperform | Buy | -- | -- | April 15, 2025 |
News
TSM Leads Global AI Optimism, China's Trade Surplus & Europe Seeks Stimulus Boost
Published: January 16, 2026 by: Schwab Network
Sentiment: Positive
@CharlesSchwab's Michelle Gibley talks about the state of global trading. He details surprising growth of China's trade surplus and optimism surrounding Chinese AI innovation.
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Taiwan Semiconductor Analysts Raise Their Forecasts After Q4 Earnings
Published: January 16, 2026 by: Benzinga
Sentiment: Positive
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.
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How TSMC's Earnings Affect The Technology Sector
Published: January 16, 2026 by: Benzinga
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, reported a larger than expected quarterly performance this week, with net income rising 35% year-over-year to almost $7 billion and revenues of roughly $18.5 billion, which exceeded analyst expectations by around 5%. The results help emphasize the sustained global demand for advanced semiconductor technology, and more specifically, investments in artificial intelligence.
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TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q4 results, beating estimates and showcasing robust margin execution amid capacity constraints. TSM's 3nm node ramp and high-performance compute demand drive impressive growth, with 2026 guidance for 30% revenue growth and 25% CAGR through 2029. Significant CapEx increase to $52–$56 billion in 2026 targets advanced packaging and capacity bottlenecks, with overseas expansion introducing margin headwinds.
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Taiwan Semiconductor's Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive
TSM beats Q4 estimates as EPS surges 40% Y/Y and revenues jump 25.5%, driven by strong advanced-node demand and margin expansion.
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TSMC Seeks Narrower Tech Gap in US, Taiwan Fabs
Published: January 16, 2026 by: Bloomberg Markets and Finance
Sentiment: Neutral
(Updates video to add Huang's comment that TSMC can consider collaborations on advanced packaging if it makes sense for customers and the wafer business; updates video description with additional comments.) Taiwan Semiconductor Manufacturing Co. Chief Financial Officer Wendell Huang said the company will try to accelerate the transfer of its advanced chipmaking expertise to the US in the future, though it will still develop and maintain its most cutting-edge fabrication techniques at home.
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TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
Published: January 16, 2026 by: Barrons
Sentiment: Positive
Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.
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Strategies for trading in a tough market, 2026 crypto outlook, TSMC beats earnings expectations
Published: January 15, 2026 by: Yahoo Finance
Sentiment: Neutral
Yahoo Finance speaks with market insiders about the top market stories for January 15, 2026. 0:00 Trading amid volatility 8:45 Big bank earnings 17:12 TSMC earnings breakdown 24:33 Crypto's setback and 2026 outlook 29:09 Ford CEO Jim Farley on Formula One and EVs 39:50 Fed Governor William Barr, Fed independence, policy 48:16:Investing in ETFs #youtube #stocks #crypto #federalreserve About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
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TSMC's Strong Earnings Sparked a Tech Stock Rally Thursday. What Does It Mean for the AI Trade?
Published: January 15, 2026 by: Investopedia
Sentiment: Positive
Record earnings from contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSM) sparked big stock gains Thursday, suggesting there's still gas in the tank to fuel the AI rally.
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AI Stocks Gain as TSMC Posts Another Strong Quarter (LRCX, ASML)
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor Manufacturing ( TSM ) reported fourth-quarter earnings this morning, delivering another strong set of results that reinforced the durability of AI-driven semiconductor demand. Revenue came in at $33.73 billion, representing a 25.5% year-over-year increase.
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Nasdaq Index: Tech Stocks Drive US Indices Rally Today on TSM Earnings, Iran Ease
Published: January 15, 2026 by: FXEmpire
Sentiment: Positive
Nasdaq surges toward all-time high as TSM earnings ignite chip stock rally. Trump eases Iran concerns, lifting major uncertainty weighing on US indices.
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Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand
Published: January 15, 2026 by: CNBC
Sentiment: Positive
Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.
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Chip stocks surge on strong TSMC quarterly report
Published: January 15, 2026 by: Proactive Investors
Sentiment: Positive
Chip stocks climbed today following strong quarterly results from Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), with the company reporting a record 35% profit increase in Q4, driven by robust demand for AI chips. The company also announced plans to invest $56 billion through 2026 to expand AI chip production.
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Taiwan Semi (TSM): 3 Equations to Launch the Stock
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor ( TSM ), aka TSMC, reported another amazing quarter this morning with revenue of $33.73 billion, beating the consensus by over $400 million and representing a 25.5% jump from the year-ago quarter and +1.9% sequentially. As both gross and operating margins increased substantially, the premier foundry for advanced chip nodes (3 and 2 nanometers) delivered stunning profits of $16.3 billion, up 35% year on year, vs the consensus of roughly $15 billion.
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Taiwan Semiconductor: Soaring To New All-Time Highs
Published: January 15, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor: Soaring To New All-Time Highs
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Jobless Claims Decreased More Than Expected
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Neutral
Pre-market futures are mixed at this hour, more or less at levels we had seen before this morning's economic reports, of which there are a few. The Dow is -26 points currently, while the S&P 500, Nasdaq and small-cap Russell 2000 are all up: +33 points, +246 points and +4 points, respectively.
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AI Is Endless, And TSMC's Upside Still Isn't Fully Priced In
Published: January 15, 2026 by: Seeking Alpha
Sentiment: Positive
TSMC delivered a strong Q4 '25, beating expectations with 20% year-over-year revenue growth and robust margins, reinforcing that AI-driven demand remains strong. TSM expects 4% QoQ and 38% YoY revenue growth for the current quarter, with gross margin expansion to 63–65% and continued dominance in advanced nodes. Capex is set to rise to $52–56B in 2026, focused on advanced technologies, as TSMC accelerates the 2nm ramp and expands Arizona capacity.
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TSMC Knocks It Out Of The Park With Q4 2025 Earnings
Published: January 15, 2026 by: Seeking Alpha
Sentiment: Positive
TSMC's Q4 2025 earnings beat continues to highlight durability to the increasingly lofty AI capex cycle, which it stands to be a key beneficiary of. Beyond the headline outperformance, TSMC's better-than-expected quarter also highlights execution consistency amid intensifying geopolitical and tariff pressures without compromising earnings accretion. The 287 bps q/q gross margin expansion is a critical bright spot, as it underscores improving scale from robust AI demand and superior unit economic contributions from the N2 ramp.
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TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand
Published: January 15, 2026 by: CNBC Television
Sentiment: Positive
TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain.
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Chip Stocks Are Soaring. An Industry Giant's Results Sent This Signal About AI Demand
Published: January 15, 2026 by: Investopedia
Sentiment: Positive
Semiconductor stocks rallied Thursday morning, after stronger-than-expected results from an industry giant pointed to growing demand for AI hardware.
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AI Stock Hits Record Highs After Blowout Earnings Report
Published: January 15, 2026 by: Schaeffers Research
Sentiment: Positive
Shares of Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) are surging to record highs, leading the rest of the chip sector higher after a blockbuster earnings report.
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Taiwan Semiconductor's Stock Surge Minted $6 Billion For Ken Fisher, Laffont And Sanders
Published: January 15, 2026 by: Benzinga
Sentiment: Positive
Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked in for the market's biggest long-term holders.
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5 Things to Know Before the Stock Market Opens
Published: January 15, 2026 by: Investopedia
Sentiment: Positive
Stock futures are pointing to a higher open Thursday amid a chip stock rally, while investors also digest a new slate of earnings from major banks; Oil futures are sliding as tensions around Iran's recent protests look to be easing; TSMC shares are surging after the chipmaking giant reported strong quarterly results; Morgan Stanley and Goldman Sachs results handily topped Wall Street expectations; and Nvidia is getting closer to selling H200 chips to China with White House approval. Here's what you need to know today.
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TSMC's Big Q4 Fuels A Global AI Chip Rally, Lifting My Price Target
Published: January 15, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited, aka TSMC, delivered a double beat in Q4, raising guidance and its dividend, prompting a reiterated buy rating and higher price target. TSM's advanced 3nm-7nm sales drove 77% of wafer revenue, with AI and non-AI segments fueling 26% YoY revenue growth and a 20% dividend hike. Management now guides for a 25% sales CAGR (2024–2029) and 25% EPS growth, justifying a premium 30x P/E and a $405 price target.
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5 Amazing Dividend-Paying Artificial Intelligence (AI) Stocks With Huge Growth Potential
Published: January 15, 2026 by: The Motley Fool
Sentiment: Positive
Trillion-dollar AI companies Broadcom, Microsoft, and TSMC each pay a dividend yielding less than 1%. Cisco Systems is making billions of dollars in sales to hyperscalers and pays a 2.2% dividend.
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Taiwan Semiconductor Proves the “AI Megatrend” Is Alive and Well
Published: January 15, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing ( NYSE:TSM ) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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AI-Driven Demand for Advanced Chips Likely to Boost TSM's Q4 Revenues
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Taiwan Semiconductor's Q4 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising costs may have hurt profitability.
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Taiwan Semiconductor to Report Q4 Earnings: How to Play the Stock?
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Neutral
TSM's Q4 revenues are likely to have benefited from AI-driven chip demand, while rising costs due to overseas expansions may have hurt profitability.
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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