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 independent semiconductor foundry, providing integrated circuit manufacturing services for fabless semiconductor companies and integrated device manufacturers. TSMC manufactures chips using advanced process technologies for customers across a wide range of applications including high-performance computing, smartphones, automotive, and Internet of Things devices. The company operates fabrication facilities in Taiwan, China, Japan, and the United States through subsidiaries including TSMC Arizona, TSMC Washington, TSMC Nanjing, TSMC China, Japan Advanced Semiconductor Manufacturing (JASM), and TSMC Global. TSMC's business model is based on manufacturing semiconductors designed by its customers, without designing or selling its own branded chips, positioning it as a critical enabler across the global semiconductor supply chain. Updated
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.
Apple's capital now decides which US manufacturers get scale: Cook has put $600 billion behind the reshoring pledge, with Corning the first proof point. Cramer's challenge is whether that is anywhere near enough for holders of the supplier names.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this…
Options traders are betting on a market milestone no company has ever reached, and the window closes at the end of October. A single catalyst could tip the scales either way.
A key Taiwanese supplier’s best month ever has handed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a fresh artificial intelligence (AI) demand signal, and the chip designer’s record rally now has to answer…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The reason comes…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of…
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
Anthropic filed confidentially for an IPO at a valuation that would place it above some of the most established names in tech, yet its financials raise hard questions about whether public markets…
TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a…
Synopsys software sits inside nearly every advanced AI chip on the market, yet the stock trades at a fraction of its closest rival's multiple. Here is why analysts and our model see…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal…
AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends…
HSBC just flipped its rating on Synopsys with a price target that towers above Wall Street consensus, and the reasoning behind it reframes the chip design giant as something the market may…
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry, providing integrated circuit manufacturing services for fabless semiconductor companies and integrated device manufacturers.
24/7 Wall St.'s 12-month price target for TSM is $552.36, rated Buy. The Wall Street consensus target is $554.26. TSM price prediction →
