Taiwan Semiconductor Manufacturing Company Limited (TSM)
| Market Cap | 1.49T |
| Revenue (ttm) | 121.30B +31.6% |
| Net Income | 54.71B +48.3% |
| EPS | 2.11 +48.3% |
| Shares Out | 25.94B |
| PE Ratio | 160.95 |
| Forward PE | 23.73 |
| Dividend | $2.43 (0.72%) |
| Ex-Dividend Date | Dec 11, 2025 |
| Volume | 13,844,188 |
| Open | 339.80 |
| Previous Close | 342.30 |
| Day's Range | 328.20 - 343.74 |
| 52-Week Range | 134.25 - 351.33 |
| Beta | 1.27 |
| Analysts | Buy |
| Price Target | 392.00 (+15.45%) |
| Earnings Date | Jan 15, 2026 |
About TSM
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 various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also involved in providing customer and... [Read more]
Financial Performance
In 2025, TSMC's revenue was 3.81 trillion, an increase of 31.61% compared to the previous year's 2.89 trillion. Earnings were 1.72 trillion, an increase of 48.30%.
Financial numbers in TWD Financial StatementsAnalyst Summary
According to 5 analysts, the average rating for TSM stock is "Buy." The 12-month stock price target is $392.0, which is an increase of 15.45% from the latest price.
News
TSMC Has Become A Buy Again (Rating Upgrade)
TSMC is upgraded to a buy as growth is set to reaccelerate and valuation has corrected. My previous downgrade was likely premature. Their revenue growth decelerated in Q4 seemingly due to capacity con...
TSMC: Powers America's AI Boom - Yet, The Valuation Doesn't Make Sense
Taiwan Semiconductor Manufacturing Company Limited aka TSMC is the essential AI foundry of choice, underpinning U.S. AI ambitions and global chip supply chains. TSM's aggressive CapEx, technological l...
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
Nvidia will become TSMC's largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC's largest customer.
TSM Stock: The Highest Conviction Play In The Semiconductor Stack
In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.
Taiwan Semiconductor Shrinks Old Chip Lines, Goes All-In On Next-Gen Tech
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) is moving to structurally rebalance its mature-node manufacturing footprint as part of a broader effort to optimize capital allocation and m...
Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
Taiwan Semiconductor remains the indispensable nexus of the global AI ecosystem, delivering robust financials and outperformance driven by AI-led demand for advanced processors. TSM's margin expansion...
INTC Foundry's "Transformation Move" & Following Footsteps of TSM
Stephen Spoko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer base that he thinks may open a trap door to selling action.
Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
Taiwan Semiconductor remains a bullish value proposition, driven by superior operating leverage, record profitability, and dominant AI exposure. Q4 2025 saw revenue of $33.73B (+25.5% YoY) and net inc...
Why Is Taiwan Semiconductor Stock Surging?
Over the past year, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has experienced one of the most impressive rallies among global technology stocks, with its share price increasing approximat...
Taiwan Semiconductor: The Joule Advantage Through The N2 Super-Cycle
TSMC is rated Strong Buy, driven by its structural shift from cyclical manufacturing to a utility-like AI computation powerhouse. TSM's N2 node and advanced packaging (CoWoS) enable value-capture pric...
What the U.S.-Taiwan deal means for the island's 'silicon shield'
Taiwan's "silicon shield" will remain concentrated on the island for years, analysts say. The goal is to bring 40% of Taiwan's semiconductor supply chain to the U.S., Commerce Secretary Howard Lutnick...
TSM Earnings Bullish Signal for All AI, "Putting Their Money Where Their Mouth Is"
TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia ...
Taiwan's Flagship Chip Maker Charts a Future Beyond Taiwan
TSMC has for decades provided a “Silicon Shield” to its namesake island. Now it sees both business and geopolitical reasons for going big in the U.S.
Tech Corner: Measuring TSMC's (TSM) Global AI Reach
Some analysts argue that TSMC (TSM) stands at the center of the AI trade. Their thesis was supported this week by robust earnings from the Taiwan-based company that showed record net profit.
TSMC: Why I'm Downgrading After The Company's Best Quarter Ever
I strongly believe Taiwan Semiconductor Manufacturing Company Limited's Q4 earnings and guidance were the strongest since the start of the AI supercycle. TSMC's Q4 de-risked my prior smartphone memory...
TSM Leads Global AI Optimism, China's Trade Surplus & Europe Seeks Stimulus Boost
@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.
TSMC's Record Quarter: The Numbers Wall Street Is Overlooking
Taiwan Semiconductor (NYSE: TSM) posted this Thursday the kind of quarter that usually ends the debate. The numbers were undeniable: $16 billion in profit, 35% year-over-year growth, and forward guida...
Taiwan Semiconductor Analysts Raise Their Forecasts After Q4 Earnings
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) on Thursday delivered fourth-quarter results that blew past analyst expectations.
How TSMC's Earnings Affect The Technology Sector
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-ye...
TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply
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-perform...
TSMC Seeks Narrower Tech Gap in US, Taiwan Fabs
(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 comm...
TSMC Plans to Spend $56 Billion. Why Its Motivations Matter for the Stock.
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.
TSMC: Ramping up US manufacturing but leading-edge technology will remain in Taiwan
TSMC CFO, Wendell Huang, discusses the chipmaker's plans to expand its manufacturing operations in the U.S., but says leading-edge technologies will stay in Taiwan for practical reasons.
CNBC Daily Open: AI trade reignited by TSMC earnings blowout
U.S. is getting 30% higher prices for Venezuelan oil, official says. India's exports to China soared in December but shipments to the U.S. fell.