Headquartered in Hsinchu Science Park, Hsinchu City Fiscal year ends December NYSE: TSM tsmc.com
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated semiconductor foundry, pioneering the pure-play foundry business model since its founding in 1987. The company manufactures chips on behalf of fabless semiconductor designers and integrated device manufacturers across the globe, deploying 305 distinct process technologies. In 2025, TSMC manufactured 12,682 products for 534 customers. The company's technology portfolio spans advanced nodes (2nm, 3nm, 5nm, 7nm) and specialty processes, along with advanced packaging services. TSMC operates fabrication facilities across Asia, Europe, and North America. Advanced technologies at 7nm and below represent the vast majority of its wafer revenue, underscoring its dominance at the leading edge of semiconductor manufacturing. The company trades on the Taiwan Stock Exchange (2330) and the New York Stock Exchange (TSM) via American Depositary Receipts. Updated
Software-grade profitability out of a capital-intensive foundry is the whole bull case for TSMC, and advanced-node pricing power is what keeps it there.
What other manufacturing business has 58% operating margins? $TSM https://t.co/wM7TE7cBkZ
Twenty straight quarters of EPS beats land on the line before the open today, with consensus at $4.46 and revenue of $1.45T. The world's foundry monopoly sets the tone for every AI chip name that trades after it.
Taiwan Semiconductor cleared its June 30 peak by 1.99% with a new 52-week high at $485.80, a fresh record for a $2.5 trillion foundry that anchors the entire AI chip supply chain. The next test is whether it holds above the old ceiling.
Nearly two years in Eric Bleeker's AI Portfolio, and the foundry that makes almost every leading AI chip has more than doubled: $1,000 at the October 2024 call is worth about $2,326 today. Anyone waiting for the geopolitical discount to close first has paid for the wait.
Two years in Eric Bleeker's AI Portfolio turned $10,000 into roughly $26,400 on the world's most indispensable chipmaker. The position cleared the double mark long ago and keeps extending as AI foundry demand compounds.
Two years in Eric Bleeker's AI Portfolio, and Taiwan Semiconductor has turned a $10,000 stake into roughly $26,420. The foundry that makes nearly every leading AI chip is still the cleanest way to own the buildout.
A House member just rotated out of a defensive pest-control name and into the two chipmakers at the center of the AI buildout, all on the same August day. The sale was the biggest leg of the three, and the filing landed 41 days later, so the repositioning only becomes public now.
While AI companies race to borrow billions and bet on the next winning model, one position quietly collects a fee from every chip they need to run. Here is why the financing…
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Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
A Delaware jury verdict is adding to the pressure on Arm Holdings (NASDAQ:ARM | ARM Price Prediction) as a broad selloff in chip stocks extends its run. Arm stock is down 5%…
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Harvard's endowment just posted its best return in years, and the single stock sitting at the center of its public portfolio tells you something unexpected about how the world's richest university is…
TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago. Something in the details…
Alex Sirois Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record profit. A record report from the world’s…
Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
NVIDIA's revenue is growing triple digits and analysts keep raising their targets, yet a closer look at supply constraints, export bans, and rising customer payment delays reveals how much uncertainty surrounds every…
Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have been watching now sits within arm's reach of…
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated semiconductor foundry, pioneering the pure-play foundry business model since its founding in 1987.
24/7 Wall St.'s 12-month price target for TSM is $530.67, rated Buy. The Wall Street consensus target is $584.39. TSM price prediction →
