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
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.
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.
Cathie Wood just pulled millions out of two of this year's hottest AI chip winners and poured it into a battered broker and a pair of air taxi startups burning through cash.…
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most…
Cathie Wood trimmed her AMD position and traders took notice, but there is a far more important signal hiding inside AMD's quarterly results that actually determines where this stock goes next.
Intel posted strong quarterly growth then stunned investors with a warning about 2027 that sent shares into a dramatic after-hours collapse, raising urgent questions about whether its massive spending gamble can actually…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Nvidia and TSMC both shattered revenue records and both stocks still dropped. The reason why tells you something unsettling about where the real risk in the AI trade now lives.
TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.
Amkor Technology has shed half its value in six months while maintaining partnerships with TSMC and NVIDIA, and two analysts with street-high targets believe the selloff created one of the most lopsided…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
Every AI chip, every smartphone processor, and every data center upgrade has to pass through the same tollbooth. Here is why one investor keeps buying that tollbooth without apology, and why the…
Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or…
Intel can now build a transistor that rivals anyone in the world, yet its foundry business is bleeding billions while TSMC signs hundreds of outside customers. The two latest earnings reports expose…
ASML just told investors its EUV machines are sold out through 2028, yet the stock sits well below its 52-week high. Whether supply constraints become a ceiling or a catalyst depends on…
Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) confirmed on its October 15, 2026 third-quarter earnings call that it is in talks with SpaceX (NASDAQ:SPCX) about the Terafab chip plant. CEO C.C. Wei…
SOXX is splitting again, but the number that actually matters for your returns has nothing to do with share count or price. Knowing what to watch after November 5 could make the…
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 $537.76, rated Buy. The Wall Street consensus target is $584.39. TSM price prediction →
