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.
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.