Technology -
Semiconductors - NYSE - TW
$ 151.4
-2.56 %
$ 785 B
Market Cap
19.3
P/E
1. INTRINSIC VALUE
Balance Sheet
Taiwan Semiconductor Manufacturing Company Limited
| Current Assets | 3.09 |
| Cash & Short-Term Investments | 2.42 |
| Receivables | 272 B |
| Other Current Assets | 394 B |
| Non-Current Assets | 3.6 |
| Long-Term Investments | 149 B |
| PP&E | 3.45 |
| Other Non-Current Assets | 0 |
| Current Liabilities | 1.26 |
| Accounts Payable | 74.2 B |
| Short-Term Debt | 59.9 B |
| Other Current Liabilities | 1.13 |
| Non-Current Liabilities | 1.1 |
| Long-Term Debt | 927 B |
| Other Non-Current Liabilities | 177 B |
EFFICIENCY
Earnings Waterfall
Taiwan Semiconductor Manufacturing Company Limited
| Revenue | 2.89 |
| Cost Of Revenue | 1.27 |
| Gross Profit | 1.62 |
| Operating Expenses | 302 B |
| Operating Income | 1.32 |
| Other Expenses | 149 B |
| Net Income | 1.17 |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Taiwan Semiconductor Manufacturing Company Limited
| Net Income | 1.17 |
| Depreciation & Amortization | 663 B |
| Capital Expenditures | -956 B |
| Stock-Based Compensation | 0 |
| Change in Working Capital | -53.9 B |
| Others | -9.89 B |
| Free Cash Flow | 870 B |
Wall Street Analysts Price Targets
Taiwan Semiconductor Manufacturing Company Limited
Wall Street analysts predict an average 1-year price target for TSM of $203 , with forecasts ranging from
a
low of
$200 to a high of $210 .
TSM Lowest Price Target
Wall Street Target
200 USD
32.10%
TSM Average Price Target
Wall Street Target
203 USD
34.30%
TSM Highest Price Target
Wall Street Target
210 USD
38.71%
4. DIVIDEND
ANALYSIS
0.37%
DIVIDEND YIELD
0.542 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Taiwan Semiconductor Manufacturing Company Limited
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|
7. News
Avicena Works with TSMC to Enable PD Arrays for LightBundle™ MicroLED-Based Interconnects
SUNNYVALE, Calif.--(BUSINESS WIRE)-- #innovation--Avicena, headquartered in Sunnyvale, CA, announced today that the company will work with TSMC to optimize photodetector (PD) arrays for Avicena's revolutionary LightBundle microLED-based interconnects. LightBundle supports > 1Tbps/mm shoreline density and extends ultra-high density die-to-die (D2D) connections to > 10 meters at class-leading sub-pJ/bit energy efficiency. This will enable AI scale-up networks to support large clusters of GPUs across mult.
businesswire.com
- 5 days ago
Breaking Down Taiwan Semiconductor's Earnings and Future Upside
Most investors in the market today have woken up to the fact that the technology sector might have to endure a lot more volatility and uncertainty in the coming months and quarters. The reason behind this theme is that President Trump's current trade tariffs, which are mostly focused on Chinese exports, have caused uncertainty in most portfolios and market outlooks.
marketbeat.com
- 6 days ago
Why Taiwan Semiconductor Manufacturing Stock Is Sinking Today
The stock of Taiwan Semiconductor Manufacturing (TSM -2.69%) is seeing a substantial sell-off Monday in response to multiple bearish catalysts. The company's share price was down 2.7% as of 2:45 p.m.
fool.com
- 6 days ago
TSMC: Taiwan Concerns Are Overblown
TSMC's fundamentals remain strong despite recent tariffs and geopolitical uncertainties, with a forward PE of less than 16 times for FY 2026. The company's $100 billion U.S. investment could mitigate tariff impacts and strengthen its market position. TSMC's EPS and revenue growth are robust, with YoY EPS growth estimates of 28.8% for the current fiscal year and 17.66% for next year.
seekingalpha.com
- 1 week ago
TSMC: Hard Pill To Swallow, AI Demand Is Moderating - Downgrading To Sell
Taiwan Semiconductor Manufacturing Company Limited aka TSMC Q1 2025 results and management commentary told us a lot more than the market realizes. We see red flags for 2H25 growth. Intel's 3nm ramp is supporting Q2 upside, but that tailwind has a shelf life. AI demand can't support substantial upside in 2H, as commentary on CoWos leads us to believe it is moderating.
seekingalpha.com
- 1 week ago
Stock Market Sell-Off: 3 Growth Stocks That Are Absurdly Cheap
The recent stock market sell-off left nearly all stocks down from their all-time highs. However, some stocks were beaten down before the broader sell-off began, so they look unbelievably cheap now.
fool.com
- 1 week ago
TSMC: Solid Results, But Sentiment Still Heavy
Taiwan Semiconductor delivered strong Q1 results with 41% YoY revenue growth and solid EPS, driven by advanced nodes and AI demand, maintaining its 'Buy' rating. Despite tariff risks, TSMC's guidance remains robust, with Q2 revenue expected to rise 13% QoQ and capex focused on advanced nodes. The U.S. investment plan marks a strategic shift, potentially increasing geopolitical risk, but diversifying production outside Taiwan.
seekingalpha.com
- 1 week ago
Prediction: These 2 Artificial Intelligence (AI) Giants Will Outperform Nvidia Over the Next 5 Years
Nvidia (NVDA -3.01%) has been the star of the artificial intelligence (AI) boom over the last two-and-a-half years. Its GPUs are the cornerstone of every big data center project from the hyperscale cloud customers investing tens of billions of dollars in AI.
fool.com
- 1 week ago
TSMC Is A Complete Steal
Taiwan Semiconductor Manufacturing reported Q1'25 earnings that exceeded expectations, driven by strong demand for AI-optimized chips. TSMC dominates the global foundry market with a 67% revenue share, significantly ahead of its nearest competitor, Samsung, which holds only 8%. The chip company benefited from 35% top-line growth and 60% earnings growth Y/Y as demand for chips is surging.
seekingalpha.com
- 1 week ago
'Headline Risk' Lurks as TSM Shines Bright on AI Demand
Taiwan Semiconductor Manufacturing Co. TSM just delivered a quarter that Wall Street won't soon forget – but you wouldn't know it by looking at the stock chart.
benzinga.com
- 1 week ago
3 Growth Stocks Down More Than 25% to Buy Right Now
The marketwide sell-off has affected many stocks, but none more than tech stocks. Tech is one of the first places to get hit during a market sell-off, as it often trades at high valuations and has a lot of growth baked into it.
fool.com
- 1 week ago
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now
While artificial intelligence (AI) investing has been the driving trend in the market over the past two years, it gave up that leadership role to tariffs in early 2025. AI is still a huge trend and isn't really slowing down, so the lack of focus on this critical area opens up an investment opportunity to scoop up some of the leaders at hefty discounts.
fool.com
- 1 week ago
8. Profile
Summary
Taiwan Semiconductor Manufacturing Company Limited TSM
COUNTRY
TW
INDUSTRY
Semiconductors
MARKET CAP
$ 785 B
Dividend Yield
0.37%
Description
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
Contact
Hsinchu Science Park, Hsinchu City, 300096
https://www.tsmc.com
IPO
Date
Oct. 9, 1997
Employees
65152
Officers
Mr. Y. P. Chyn
Executive Vice President of Operations & Co-Chief Operating Officer
Ms. Li Mei He Ho
Senior Vice President of Human Resources
Mr. Jeff Su
Director of Investor Relations
Dr. Y. J. Mii
Executive Vice President & Co-Chief Operating Officer
Dr. C. C. Wei Ph.D.
Chairman & Chief Executive Officer
Ms. Sylvia Fang
Senior Vice President of Legal, General Counsel & Corporate Governance Officer
Mr. Jen-Chau Huang
Senior Vice President of Finance & Chief Financial Officer
Ms. Elizabeth Sun
Senior Director of Corporate Communication Division
Dr. Horng-Dar Lin
Vice President of Corporate Information Technology & Chief Information Officer
Dr. Wei-Jen Lo
Senior Vice President of Corporate Strategy Development