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
TSMC Q4 Preview: Bullish, But Memory Inflation Could Break The 2026 Growth Story
Published: January 09, 2026 by: Seeking Alpha
Sentiment: Positive
I see a new risk that could break the 2026 growth story of Taiwan Semiconductor Manufacturing Company. HBM demand is squeezing supply, which could push Q1 2026 DRAM/NAND prices up by up to 55%–60% for DRAM and 33%–38% for NAND. So what? Smartphones were 30% of Q3 revenue. Higher handset prices could cool consumer demand in 2026, leading to disappointments from a guidance perspective.
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LRCX vs. TSM: Which Semiconductor Powerhouse Is the Better Buy?
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Positive
Lam Research gains the upper hand in the AI chip boom, delivering strong growth and steadier prospects compared to Taiwan Semiconductor.
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TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
Published: January 07, 2026 by: Barrons
Sentiment: Positive
Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P.
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Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
Published: January 06, 2026 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company Limited (TSM) is the premier AI infrastructure play, offering unmatched diversification and technology leadership as the world's dominant semiconductor foundry. Record 2024 results—$90 billion revenue, 59% gross margins, and 36% ROE—validate TSM's irreplaceable position in advanced chip manufacturing for Nvidia, AMD, and Apple. TSM's 2nm node and CoWoS packaging expansions are key growth catalysts for 2026–2027, driving consensus price targets 20% above current levels.
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Intel's stock is so cheap compared to TSMC's — and this analyst now says ‘buy'
Published: January 05, 2026 by: Market Watch
Sentiment: Positive
Intel's stock is coming off one of its best years in the past two decades — and it's not done gaining, according to a newly bullish analyst.
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TSMC trades at a record high, geopolitical risks of the Venezuela regime change
Published: January 05, 2026 by: Yahoo Finance
Sentiment: Positive
Yahoo Finance executive editor Brian Sozzi breaks down the latest market moves for January 5, 2026. Taiwan Semiconductor Manufacturing Co., Ltd.
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Could This Be the Best Artificial Intelligence (AI) Stock to Buy in January?
Published: January 01, 2026 by: The Motley Fool
Sentiment: Positive
Taiwan Semiconductor (TSMC for short) has been a clear winner in the AI era, steadily increasing its market share. Nvidia's growth outlook appears strong, with its Rubin chip's impending arrival expected to also boost TSMC.
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US grants annual approval to TSMC for chipmaking tool exports to China
Published: December 31, 2025 by: Reuters
Sentiment: Positive
The U.S. government has granted an annual license to Taiwan Semiconductor Manufacturing to bring in chip manufacturing equipment to its facilities in Nanjing, China, the chipmaker said on Thursday.
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TSMC's Moat Is Deepening
Published: December 31, 2025 by: Seeking Alpha
Sentiment: Positive
Advanced nodes now generate roughly 74% of wafer revenue, anchoring TSMC's dominance in high-margin, hard-to-replicate manufacturing. AI-driven demand is accelerating faster than expected, supporting management's mid-30% revenue growth outlook and sustained pricing power. Hyperscaler capital expenditures may exceed $600 billion in 2026, reinforcing a self-reinforcing cycle of scale, margins, and reinvestment.
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Top Picks for 2026: EQT, Taiwan Semi and Qualcomm
Published: December 31, 2025 by: CNBC Television
Sentiment: Positive
The Investment Committee give you their top stock picks for 2026.
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AI Demand Lifts Semiconductor Stock; Bullish Bets Build
Published: December 31, 2025 by: Schaeffers Research
Sentiment: Positive
Shares of Taiwan Semiconductor Manufacturing Co (NYSE:TSM) are up 2% to trade at $305.55 at last check, after sector peer Nvidia (NVDA) encouraged the chipmaker to boost production of its H200 AI chips to meet rising demand from China.
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
Published: December 30, 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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TSMC: Why 2026 Will Be Even Bigger
Published: December 26, 2025 by: Seeking Alpha
Sentiment: Positive
TSMC's 2025 rally validated my 2024 Buy; I'm extending it into 2026 because AI/HPC demand remains early, supporting sustained TSM earnings momentum and premium valuation multiples. Q3 delivered a major double-beat: revenue +40.8% YoY, EPS beat 11.2%, margins and ROE rose, with HPC now 57% of sales and demand stayed insane. Scale is the moat: $40–42B 2025 capex with a path to ~$50B in 2026/27 should expand advanced-node share further, driving pricing power versus Intel, Samsung.
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Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Jan 2025)
Published: December 25, 2025 by: 24/7 Wall Street
Sentiment: Positive
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $313.98 this month.
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1 Reason I Am Buying Taiwan Semiconductor Stock to Hold Forever
Published: December 25, 2025 by: The Motley Fool
Sentiment: Neutral
TSMC's foundry models allow it to manufacture specialized chips that tech companies design themselves. TSMC has a virtual monopoly on artificial intelligence (AI) chip manufacturing.
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Advantest Wins Excellent Performance Award at TSMC's 2025 Supply Chain Management Forum
Published: December 24, 2025 by: GlobeNewsWire
Sentiment: Neutral
TOKYO, Dec. 24, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) today announced that it has been named a winner of TSMC's Excellent Performance Award, recognized in the category of Excellent Production Support. This was Advantest's first time winning an award at TSMC's annual Supply Chain Management Forum.
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TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive
In the latest trading session, TSMC (TSM) closed at $296.95, marking a +1.25% move from the previous day.
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The Best Stocks to Buy With $1,000 for 2026
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive
Alphabet is considering selling its custom AI chips. Taiwan Semiconductor will thrive as long as AI spending stays elevated.
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Prediction: This Will Be TSMC's Stock Price in 2026
Published: December 18, 2025 by: The Motley Fool
Sentiment: Positive
TSMC is sitting on solid catalysts that should allow it to crush Wall Street's expectations in 2026. The healthy demand for AI chips, TSMC's capacity expansion efforts, and the potential increase in prices of its chip nodes should pave the way for robust revenue and earnings growth.
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Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Neutral
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?
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Taiwan Semiconductor: This Is The GARP Moment You've Waited For
Published: December 16, 2025 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor Manufacturing Company has become a strong GARP candidate with the update provided in its FQ3 2025 results and price change afterward. With these updates, TSM's current and forward PEG ratios are below or near 1x, signaling attractive valuation. Looking ahead, the stock enjoys secular growth drivers in AI, HPC, and mobile chipsets.
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Goldman Sachs International Equity ESG Fund Q3 2025 Contributors And Detractors
Published: December 16, 2025 by: Seeking Alpha
Sentiment: Negative
The Goldman Sachs International Equity ESG Fund Institutional Share Class underperformed its benchmark, the MSCI EAFE Index, by -384 basis points (BPS) in Q3 2025, on a net of fees basis. At the region level, stock selection in Asia/Pacific ex Japan was the greatest contributor to relative returns. At the sector level, Health Care and Real Estate were the only contributors to relative returns during the quarter.
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Macquarie Core Equity Fund Q3 2025 Contributors And Detractors
Published: December 15, 2025 by: Seeking Alpha
Sentiment: Neutral
For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index. Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowdown in the growth of its Clover payment processing unit.
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Taiwan Semiconductor Stock: Why Nvidia's Loss Is TSMC's Gain
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Positive
TSMC continues to benefit from rising AI spending. Revenue and margins are at record highs while competition is nowhere in sight. As more companies enter the AI accelerator market and Nvidia's monopoly slips, TSMC stands to capture even more value.
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
Published: December 08, 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.
Read More
5 Stocks to Buy as AI Enthusiasm Continues to Drive Semiconductor Sales
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive
AI-driven chip demand surges, lifting semiconductor outlook and spotlighting NVDA, SLAB, TSM, ADI and ASML as potential beneficiaries.
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Taiwan Semiconductor: I Don't Think Growth Is About To End
Published: December 05, 2025 by: Seeking Alpha
Sentiment: Positive
Taiwan Semiconductor remains a buy, with robust AI-driven demand and strong execution supporting continued growth. TSM trades at a 28x forward P/E, a 27% premium to its 5-year average, justified by high margins and secular growth trends. Geopolitical and cyclical risks exist, but TSM's unique technology leadership and deep partnerships underpin long-term resilience.
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Taiwan Semiconductor Trading at a Discount: How to Play the Stock?
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive
TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.
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Intel shares rise as investors brush off escalating TSMC litigation
Published: November 28, 2025 by: Proactive Investors
Sentiment: Positive
Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Friday, adding more than 7% on optimism about demand for AI-powered personal computers. Investors remain bullish on Intel amid escalating trade-secret litigation with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM).
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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