Ticker: TSM

Taiwan Semiconductor Manufacturing Company

Semiconductors Technology Semiconductors
Price 424.37
Reco Buy Potential 69 Risk 54 Updated 2026-10-25

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.

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 3 of 4
Taiwan Semiconductor Manufacturing Company

TSMC Faces Margin Pressure Amid Trump’s Push for American-Made AI Chips

TSMC is facing increased costs and margin pressures due to President Trump's push for domestic semiconductor manufacturing, which has led the company to commit $200 billion to U.S. operations. This situation highlights the challenges and potential impacts on profitability as TSMC expands its U.S. presence amidst rising production costs.
Taiwan Semiconductor Manufacturing Company

TSMC Accelerates Arizona Factory Expansion with Additional $100 Billion Investment to Meet AI Demand, Says CFO Wendell Huang

TSMC is significantly increasing its investment in its Arizona factory to $265 billion to meet the surging demand for AI chips, reflecting a strong multi-year growth trend in the semiconductor industry. This expansion is expected to enhance TSMC's competitive position in the U.S. market and support its long-term profitability.
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Stocks Making Significant Moves Premarket: UnitedHealth, TSMC, GE Aerospace, J.B. Hunt, and More

Premarket trading saw significant movements, particularly for UnitedHealth and AtaiBeckley, which reported strong earnings and acquisition news, respectively, impacting investor sentiment and stock valuations.