StockGuide AI
Your portfolio
EN RU ES DE IT PT FR
Ticker: TSM

Taiwan Semiconductor Manufacturing Company

Semiconductors Technology Semiconductors
Price 418.51
Reco Buy Potential 69 Risk 54 Updated 2026-10-25
Official website

Forecast impact

positive
Target +60.1% target fill 62.5%
Reaction D5 +0.99% · D10 pending fresh confirmed · market trust
Impact Potential +6 · Risk -3 valid until 2026-11-15

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
Description

Company and Business Model

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading semiconductor foundry that manufactures integrated circuits for various applications, including consumer electronics, automotive, and telecommunications. Its core services include wafer fabrication and design support, catering to a diverse clientele ranging from tech giants to niche players. Major revenue sources stem from advanced process technologies and high-volume manufacturing, with a focus on cutting-edge nodes.

Investment Profile

The stock is primarily suitable for growth investors due to its strong revenue growth and market leadership in the semiconductor industry. It offers limited dividends, making it less appealing for income-focused investors. The company's robust position suggests potential for capital appreciation over the medium to long term, appealing to those with a higher risk tolerance.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Long-term Company type: Blue Chip Company type: Market Leader Experience: Basic
Fundamental metrics (experimental) Updated: 2026-10-25
EPS (TTM) — earnings per share for the last 12 months, $
491.30
Revenue QoQ — quarter-over-quarter revenue growth
17.6%
EPS surprise
3.4%
20d volatility
2.0%
Dividend yield
1.2%
last ex-date
2026-12-10
AI recommendation changes
Date Before After Reason
2026-10-21 Hold Buy Strong fundamentals, but recent momentum is concerning.
2026-10-09 Buy Hold Strong fundamentals, but recent momentum shows weakness.
2026-09-17 Hold Buy Solid fundamentals, but mixed momentum signals present risks.
Analyst forecasts
Date Analyst Action Target Price Then
2026-10-16 Barclays Target Raised 665 → 670 422.25
2026-10-15 Needham Target Raised — → 560 430
2026-09-01 Stifel Nicolaus Update — → 515 414
News Page 1 of 4
Advanced Micro Devices Taiwan Semiconductor Manufacturing Company Nvidia CoreWeave Intel Netflix

Concerns Over AI Sector Growth and Credit Stress Lead to $1 Trillion Loss in Major Stocks

10/15/2026, 06:36 PM review ai semiconductors Advanced Micro Devices Taiwan Semiconductor Manufacturing Company Nvidia CoreWeave Intel Netflix
This week, concerns over credit stress at CoreWeave and rising inflation led to a significant sell-off in the AI and semiconductor sectors, erasing over $1 trillion in value from major stocks. Investors are now more cautious about corporate spending on AI technologies.
Taiwan Semiconductor Manufacturing Company

Tensions Rise in the Strait of Hormuz as Iran Threatens U.S. Warships Following Sinking of Singapore-Registered Vessel

10/15/2026, 02:37 AM review energy Taiwan Semiconductor Manufacturing Company
Recent tensions in the Strait of Hormuz, following Iran's sinking of a Singapore-registered ship, have raised concerns for commercial shipping and could impact global oil prices. Additionally, inflation data has negatively affected U.S. markets, while TSMC reported record profits driven by AI chip demand.
Taiwan Semiconductor Manufacturing Company Lennar PulteGroup Alcoa International Flavors & Fragrances ConocoPhillips Marathon Petroleum D.R. Horton Mastercard Visa

Market Movers: Key Economic Data and Stock Performances to Watch in Upcoming Trading Session

10/14/2026, 04:37 PM investing review Taiwan Semiconductor Manufacturing Company Lennar PulteGroup Alcoa International Flavors & Fragrances ConocoPhillips Marathon Petroleum D.R. Horton Mastercard Visa
Investors should prepare for significant market movements as key economic data, including jobless claims and the producer price index, will be released, alongside earnings reports from major companies like Taiwan Semiconductor and Alcoa.
JPMorgan Chase Citi Goldman Sachs Taiwan Semiconductor Manufacturing Company Wells Fargo Johnson & Johnson

Analysts expect earnings season to reveal corporate performance as major banks and semiconductor firms report next week

10/09/2026, 03:36 PM economy forecast Analysts: analysts finance semiconductors JPMorgan Chase Citi Goldman Sachs Taiwan Semiconductor Manufacturing Company Wells Fargo Johnson & Johnson
Next week's earnings season is crucial for investors, as it will provide insights into corporate performance and the artificial intelligence sector, according to CNBC's Jim Cramer. Key reports from major banks and semiconductor companies could significantly influence market trends.
Taiwan Semiconductor Manufacturing Company

TSMC Reports September Revenue of $16.03 Billion, Up 54.6% Year Over Year

10/07/2026, 11:37 PM economy growth semiconductors Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor Manufacturing Co (TSMC) reported significant revenue growth in September, driven by strong demand for AI chips, although it experienced a slight month-over-month decline. This performance highlights TSMC's pivotal role in the semiconductor industry and its ongoing investments in advanced chip production technology.