Taiwan Semiconductor Manufacturing Company Limited (TSM)

TW — Technology Sector
Peers: NVDA  INTC  MRVL  MU  AMD  AVGO 

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Key Metrics & Ratings

  • symbol TSM
  • Rev/Share 655.8678
  • Book/Share 890.2445
  • PB 8.1214
  • Debt/Equity 0.0
  • CurrentRatio 0.0
  • ROIC -0.9988

 

  • MktCap 37498517047517.28
  • FreeCF/Share 177.8766
  • PFCF 40.6518
  • PE 25.6843
  • Debt/Assets 0.0
  • DivYield 0.0108
  • ROE 0.3344

 

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

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade TSM Daiwa Securities Outperform Buy -- -- April 15, 2025

News

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
TSM
Published: August 01, 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 a Trending Stock: Facts to Know Before Betting on It
The Big 3: NVDA, AVGO, TSM
AVGO, NVDA, TSM
Published: July 31, 2025 by: Schwab Network
Sentiment: Positive

Jason Brown (@brownreport) joins Diane King Hall at the NYSE to discuss 3 stocks connected to the A.I. trade. First, he targets the biggest name around with Nvidia (NVDA) and its role in driving artificial intelligence growth.

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image for news The Big 3: NVDA, AVGO, TSM
Taiwan Semiconductor Could Boom on This AI Action Plan
TSM
Published: July 28, 2025 by: MarketBeat
Sentiment: Positive

The world of technology stocks has become somewhat of the Wild West in the stock market, with new artificial intelligence companies constantly emerging in this ongoing race for dominance and adoption. Meanwhile, larger, more established players are taking over the supply and market share of the world's leading chipmaking and semiconductor technologies.

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image for news Taiwan Semiconductor Could Boom on This AI Action Plan
AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?
TSM
Published: July 25, 2025 by: Zacks Investment Research
Sentiment: Positive

AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.

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image for news AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?
TSMC: A Hedge Fund Favorite That Could Be Headed to $290
TSM
Published: July 24, 2025 by: 24/7 Wall Street
Sentiment: Positive

Though we've only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it's looking like shares of Taiwan Semiconductor (NYSE:TSM) are an early favorite among a number of hedge funds.

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image for news TSMC: A Hedge Fund Favorite That Could Be Headed to $290
TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?
TSM
Published: July 23, 2025 by: Seeking Alpha
Sentiment: Positive

My high-conviction bullish view on Taiwan Semiconductor Manufacturing Company Limited aka TSMC has reaped great rewards. But after Q2 FY25 results, I am not as enthusiastic now. TSMC is seeing red-hot demand driven by high-performance computing needs, but due to capacity constraints, we can't expect commensurate growth. Usually, high demand and limited capacity leads to margin improvements via higher pricing. But not in this case as overseas fabs and a strong FX headwind may offset pricing gains.

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image for news TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?
TSMC: Time To Hedge With Options (Rating Downgrade)
TSM
Published: July 23, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited's fundamentals remain strong and valuation remains reasonable despite recent price rallies. But consensus earnings estimates seem overly optimistic given macro and geopolitical uncertainties reflected in ASML's recent earnings report. Implied volatility for TSM options is at a 52-week low.

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image for news TSMC: Time To Hedge With Options (Rating Downgrade)
TSMC just hit a $1 trillion market cap. These 5 companies could be next
TSM
Published: July 22, 2025 by: Fast Company
Sentiment: Positive

Last week, Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), also known as TSMC, crossed an important psychological threshold for investors. The Taiwanese company surpassed a $1 trillion market capitalization, making it the first Asian company to do so since China's PetroChina oil and gas giant briefly achieved this milestone in 2007, notes GuruFocus.

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image for news TSMC just hit a $1 trillion market cap. These 5 companies could be next
TSMC CFO Discusses Currency Volatility Impact on Business
TSM
Published: July 21, 2025 by: Bloomberg Technology
Sentiment: Negative

Wendell Huang, senior vice president and CFO of TSMC, says the company views currency volatility as a big uncertainty to its margins and is constantly reviewing hedging strategies to manage the impact on business. He speaks exclusively with Annabelle Droulers on Bloomberg Television.

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image for news TSMC CFO Discusses Currency Volatility Impact on Business
Taiwan Semi Joins the $1 Billion Club. What's Ahead for the Chip Maker?
TSM
Published: July 21, 2025 by: Barrons
Sentiment: Positive

The latest stellar earnings report lifted shares of chip maker Taiwan Semiconductor Manufacturing to a new high.

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image for news Taiwan Semi Joins the $1 Billion Club. What's Ahead for the Chip Maker?
AI-propelled TSMC joins trillion-dollar ranks as first Asian member outside Silicon Valley
TSM
Published: July 21, 2025 by: Proactive Investors
Sentiment: Positive

A new member has entered the world's exclusive trillion-dollar club - and this time it is not a Silicon Valley giant. Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) closed above a $1 trillion market valuation in Taipei last week, propelled by booming demand for chips used in artificial intelligence.

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image for news AI-propelled TSMC joins trillion-dollar ranks as first Asian member outside Silicon Valley
The Smartest Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now
AMZN, GOOG, NVDA, TSM
Published: July 20, 2025 by: The Motley Fool
Sentiment: Positive

Artificial intelligence (AI) investing remains at the forefront of the market as companies continue to invest billions of dollars in this emerging technology. We've barely scratched the surface of what an AI-first economy looks like, and to achieve this, we'll need to build out significantly more computing capacity.

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image for news The Smartest Artificial Intelligence (AI) Stocks to Buy With $1,000 Right Now
ETFs to Capitalize on TSM's Impressive Q2 Earnings
TSM
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM's blowout Q2 performance fuels gains for ETFs like SPWO, SPTE, SMH, MEMX, and EMM, all heavily exposed to the AI chip leader.

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image for news ETFs to Capitalize on TSM's Impressive Q2 Earnings
TSMC Stock: Why I Have No Plans To Sell
TSM
Published: July 18, 2025 by: Seeking Alpha
Sentiment: Positive

TSMC dominates AI chip manufacturing with over 90% market share, leveraging advanced technology and strong customer relationships with Nvidia, Apple, and AMD. Stellar Q2 results highlight robust AI demand, with revenue up 44.4% YoY and management raising full-year growth guidance to 30%. The company's proven ability to consistently generate strong profits demonstrates its economies of scale, cost efficiency, and pricing power due to its leadership position in chip manufacturing.

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image for news TSMC Stock: Why I Have No Plans To Sell
TSMC: The Only AI Fab Game In Town
TSM
Published: July 18, 2025 by: Seeking Alpha
Sentiment: Positive

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q2 results, beating earnings estimates and showcasing robust revenue growth driven by soaring AI chip demand. Margin expansion highlights TSMC's ability to translate top line growth into higher profitability, reinforcing its leadership in the chip manufacturing sector. TSMC remained widely free cash flow profitable in Q2'25 and the outlook implies strong tailwinds for FCF and earnings growth.

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image for news TSMC: The Only AI Fab Game In Town
Taiwan Semiconductor Q2 Earnings and Revenues Surpass Expectations
TSM
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

TSM tops Q2 forecasts with 61% EPS growth, driven by strong demand for advanced chip nodes.

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image for news Taiwan Semiconductor Q2 Earnings and Revenues Surpass Expectations
NVDA vs. TSM: Which Semiconductor Stock Is the Better AI Investment?
NVDA, TSM
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Taiwan Semiconductor's soaring AI revenues, aggressive investments and lower valuation give it an edge over NVIDIA as the better AI stock bet.

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image for news NVDA vs. TSM: Which Semiconductor Stock Is the Better AI Investment?
TSMC: The Bull Run Has Only Just Begun
TSM
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Positive

Demand for AI and HPC chips is relentless. Taiwan Semiconductor Manufacturing Company Limited is growing at a rate of 30%, which is unusual for a company that brings in $30B in revenue per quarter. The utilization rate for the 5nm process node was so high in Q2 that the company had to deploy resources from the older 7nm node to meet demand. TSMC's $165B US investment should help mitigate reciprocal and sectoral tariff risks, with effective rates likely landing between 15-20% after August 1.

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image for news TSMC: The Bull Run Has Only Just Begun
Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
META, TSM
Published: July 17, 2025 by: Schwab Network
Sentiment: Positive

Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip.

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image for news Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
TSMC stock: 3 big reasons why Taiwan Semi's sinking margins aren't concerning
TSM
Published: July 17, 2025 by: Invezz
Sentiment: Negative

Taiwan Semiconductor Manufacturing (NYSE: TSM) inched up on Thursday after posting better-than-expected earnings for its second financial quarter. However, the management recorded a marginal decline in gross margins and said foreign exchange headwinds and lower profitability at overseas fabs could result in a further hit to margins in Q3.

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image for news TSMC stock: 3 big reasons why Taiwan Semi's sinking margins aren't concerning
Taiwan Semi is speeding up U.S. chip production due to demand, CEO says
TSM
Published: July 17, 2025 by: CNBC
Sentiment: Positive

TSMC is working to speed up chip production due to “strong interest” from its leading U.S. customers, CEO C.C. Wei said.

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image for news Taiwan Semi is speeding up U.S. chip production due to demand, CEO says
Intel Vs. TSMC: One To Trade, One To Own
INTC, TSM
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Neutral

There is a debate forming between TSMC versus Intel Corporation stock, and we're here to address the chatter. TSMC will continue to own the bulk of the foundry market, but we do see hope for INTC to be a solid second place player in foundry 2.0 with 18A. Our take is that both TSMC and Intel can be winners, over different time frames.

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image for news Intel Vs. TSMC: One To Trade, One To Own
July's 3 Hottest Tech Stocks To Buy
GOOG, TSM, ZS
Published: July 17, 2025 by: 24/7 Wall Street
Sentiment: Positive

Determining the “best” stock to buy in a particular sector is a difficult exercise, particularly because there are simply so many options for investors to choose from with very different business models and long-term growth outlooks.

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image for news July's 3 Hottest Tech Stocks To Buy
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2025 Earnings Call Transcript
TSM
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Neutral

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q2 2025 Earnings Conference Call July 17, 2025 2:00 AM ET Company Participants C. C. Wei - Chairman & CEO Jeff Su - Director of Investor Relations Jen-Chau Huang - Senior VP of Finance & CFO Conference Call Participants Brad Lin - BofA Securities, Research Division Brett William Simpson - Arete Research Services LLP Charlie Chan - Morgan Stanley, Research Division Chia Yi Chen - Citigroup Inc., Research Division Gokul Hariharan - JPMorgan Chase & Co, Research Division Junhong Pan - KGI Securities Co. Ltd.

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image for news Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2025 Earnings Call Transcript
5 Things to Know Before the Stock Market Opens
MP, TSM, UAL
Published: July 17, 2025 by: Investopedia
Sentiment: Negative

Stock futures were mixed early Thursday as investors brushed off worries over Federal Reserve independence; United Airlines (UAL) shares fell after its revenue came in lower than expected; Taiwan Semiconductor Manufacturing Co. (TSM) shares rose after it boosted its full-year revenue outlook on strong AI demand; U.S. retail sales are expected to improve in June; MP Materials (MP) shares fell after it proposed to raise $500 million.

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image for news 5 Things to Know Before the Stock Market Opens
Nvidia Stock Gains. What Taiwan Semi's Results Say About the AI Chip Market.
NVDA, TSM
Published: July 17, 2025 by: Barrons
Sentiment: Positive

Nvidia was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on artificial-intelligence processor demand.

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image for news Nvidia Stock Gains. What Taiwan Semi's Results Say About the AI Chip Market.
Taiwan's TSMC says second quarter profit up 60%
TSM
Published: July 17, 2025 by: TechXplore
Sentiment: Positive

Taiwanese chipmaking giant TSMC reported Thursday a forecast-beating 60% rise in net profit for the second quarter on sustained demand for artificial intelligence technology.

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image for news Taiwan's TSMC says second quarter profit up 60%
TSMC posts second-quarter profit surge — here are the key points
TSM
Published: July 17, 2025 by: CNBC International TV
Sentiment: Positive

TSMC, the world's largest chipmaker, saw a surge in profit thanks to demand for AI chips. CNBC's Arjun Kharpal breaks down the results.

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image for news TSMC posts second-quarter profit surge — here are the key points
Taiwan Semi profit booms by 61% as Nvidia buoys demand
NVDA, TSM
Published: July 17, 2025 by: Market Watch
Sentiment: Positive

Taiwan Semiconductor Manufacturing Co., the contract manufacturer for companies including Nvidia and Apple, on Thursday said its profit surged in the second quarter due to artificial-intelligence demand.

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image for news Taiwan Semi profit booms by 61% as Nvidia buoys demand
TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong
TSM
Published: July 17, 2025 by: CNBC
Sentiment: Positive

TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong

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image for news TSMC's second-quarter profit soars nearly 61% as AI chip demand stays strong

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.