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
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.
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.
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 (NYSE:TSM | TSM Price Prediction) reports earnings on October 15, and Wall Street may be underestimating just how powerful its AI-driven growth has become. Despite soaring demand for advanced…
KLA builds the machines that catch chip defects before they become costly scrap, and that narrow specialty turned one quiet semiconductor stock into one of the market's most surprising long-term compounders. Here…
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation…
Nvidia grabs the AI headlines, but every leading-edge chip it sells has to pass through one company's factories first, and that company trades at a fraction of its biggest customer's valuation.
A $10,000 bet on AMD in 2011 grew into more than $1.2 million, but the AI boom that sent shares soaring 211% in a single year raises a harder question: how much…
Three chip and software giants sent dividend checks to shareholders on the same day, but their records tell very different stories about which boards are sharing their growth and which are quietly…
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…
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 $521.14, rated Buy. The Wall Street consensus target is $578.22. TSM price prediction →
