Headquartered in Hsinchu Science Park, Hsinchu City Fiscal year ends December NYSE: TSM tsmc.com
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a dedicated semiconductor foundry. It manufactures integrated circuits under contract for chip designers and other customers rather than selling chips under its own brand. Revenue comes from wafer fabrication and related manufacturing services, and the company reports net revenue monthly on a consolidated basis. TSMC operates through a global network of wholly-owned and majority-owned subsidiaries:
- TSMC North America, which handles customer-facing activity in the U.S.
- TSMC Arizona, its U.S. manufacturing operation, backed by large parent-company guarantees.
- TSMC Washington, a U.S. manufacturing subsidiary that is funded in part through intercompany loans from TSMC Development.
- TSMC Global, which manages treasury and financing.
- TSMC China and TSMC Nanjing, its manufacturing operations in China.
- Japan Advanced Semiconductor Mfg., Inc., its manufacturing operation in Japan.
The company uses foreign-exchange forward contracts and futures to manage currency and market exposure across these operations. TSMC's shares trade on the Taiwan Stock Exchange (2330), and its American Depositary Shares trade on the NYSE (TSM). Updated
Open-market buying by a sitting director at the world's largest foundry is rare, and Michael Splinter just put roughly $300,000 of his own money in at $357 a share. That lifts his stake about 10% at a moment when the AI capex debate has turned jittery.
A 6% dip in the S&P 500 hid a full-blown bear market in chip equipment names, with Lam Research down 58% from its high at Thursday's low. Dip buyers are picking from very different discount racks.
% Below All-Time High (@ Nov 5 Correction Low) S&P 500: -6% Nasdaq 100: -15% Nvidia $NVDA: -26% Taiwan Semi $TSM: -28% SK Hynix $SKHY: -39% AMD $AMD: -39% Broadcom $AVGO: -41% Micron $MU: -48% Applied Materials $AMAT: -57% Lam $LRCX: -58% Intel $INTC: -64% Sandisk $SNDK: -66%
A 6.47% drop to $354.44 from a $378.96 open is an outsized single session for the world's largest foundry, a $1.8 trillion name that rarely moves like this. Keep an eye on whether buyers step in before the close.
A 20% CoWoS price hike lands directly on the cost line of every AI accelerator maker that depends on TSMC's advanced packaging, with the pricing power sitting entirely on the foundry side.
RT @Beth_Kindig: TSMC $TSM is reportedly planning to increase CoWoS packaging prices by up to 20% next year as packaging demand continues t…
Custom HBM base dies moving to a 3nm logic node means TSMC captures content inside every memory stack Nvidia buys, and Samsung's internal foundry review is the swing factor for who makes it.
Samsung will reportedly use TSMC’s $TSM 3nm node for base dies for Nvidia’s $NVDA next-gen custom NVHBM chips, though Samsung is also said to be evaluating if its internal foundry could handle manufacturing. $MU
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.
Nvidia keeps smashing records, yet the stock quietly profiting from every one of those chips just dropped 14% in a month. Why one supplier's pullback could hide a bigger opening than the…
Intel's 18A chips work, its Xeon business is booming, and TSMC is bleeding margin on 2nm. So why does the market still refuse to pay for Intel's roadmap? One missing signature may…
Synopsys just posted a record quarter, yet its shares have gone nowhere all year. Between AI chip design, a $10 billion debt load, and export-control worries, one question decides whether the market…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) built its empire on logic chips. A new report suggests it may start making memory for NVIDIA (NASDAQ:NVDA). The Information reported that TSMC is…
The fallout from a leadership scandal at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is hitting one chip stock while its closest rivals hold up. NVIDIA stock is at $176.76 in premarket trading,…
An unconfirmed report sent TSMC's ADR surging after a brutal selloff, but the real story hides in the gap between patents and production. Nvidia's memory bills and two upcoming dates will decide…
Every AI chip from Nvidia and Broadcom runs through one company's fabs, yet that company trades at a fraction of the valuation its customers command. The gap raises a question worth answering…
A brutal 26% monthly slide has shaken Asian chip stocks, yet one investor sees election week as a reason to hold tighter. What tax-code provision and AI demand keep him buying, and…
Two memory chip makers drive one Korea fund, and Wall Street's AI selloff just hammered both before Asia even opened. Why did one ETF fall twice as hard as its Japan rival,…
SK Hynix supplies the memory that sits on the world’s top AI chips, and it lost more than a tenth of its value before most Americans woke up. The stock fell 11.7%…
AMD shares have swung more than 23% in a single month while sitting on a 127% year-to-date gain, leaving a one-time $1,000 bet pointing in two very different directions depending on which…
TSMC just posted its third straight earnings beat while AI demand outstrips supply, yet shares have dropped nearly 11% in a month. One question from the CFO's own playbook now determines whether…
Chainlink just expanded its oracle network to cover a staggering slice of Asian stock markets, yet LINK holders have almost nothing to show for it. The reason comes down to a disconnect…
Every major AI chip designer races to out-innovate the others, but they all share one quiet dependency that most investors overlook entirely. Here is why one retirement portfolio keeps buying that dependency…
Hedge funds just staged their biggest retreat from stocks since at least 2017, and Goldman Sachs says the unwind looks closer to its start than its end. What happens when NVIDIA reports…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a dedicated semiconductor foundry. It manufactures integrated circuits under contract for chip designers and other customers rather than selling chips under its own brand.
24/7 Wall St.'s 12-month price target for TSM is $504.15, rated Buy. The Wall Street consensus target is $586.69. TSM price prediction →
