Stock Information
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TSMTaiwan Semiconductor Manufacturing

Upcoming Earnings

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Company Info

CEO

Che C. Wei

Location

N/A, Taiwan, Province Of China

Exchange

NYSE

Website

https://tsmc.com

Summary

Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices.

Company Info

CEO

Che C. Wei

Location

N/A, Taiwan, Province Of China

Exchange

NYSE

Website

https://tsmc.com

Summary

Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices.

AI Insights for TSM
2 min read

Quick Summary

Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest dedicated independent semiconductor foundry, specializing in the manufacturing, packaging, testing, and sale of advanced integrated circuits and semiconductor devices. TSMC provides manufacturing services for both fabless semiconductor companies and integrated device manufacturers, serving a wide range of industries including computing, automotive, communications, and consumer electronics. Its clients include tech giants such as Nvidia, Apple, and a wide array of AI and IoT hardware developers. Established in 1987 and headquartered in Hsinchu, Taiwan, TSMC is a crucial supplier for the global technology sector, especially given its leadership in advanced process nodes. The company is known for pioneering chip miniaturization, leading nodes at 3nm and preparing to advance to 2nm and even more cutting-edge technologies.

The Bull Case

  • TSMC's chief strengths are its commanding market position as the world’s top chip foundry and its continuous advance in semiconductor manufacturing technology.
  • The company leads in process node innovation, being first to bring 3nm—and soon 2nm—technologies to mass production, appealing to top-tier customers like Apple and Nvidia.
  • Its scale and expertise allow it to serve the AI, high-performance computing, automotive, and consumer electronics sectors with unparalleled manufacturing quality and efficiency.
  • TSMC's strong financials, reflected in robust gross and operating margins, and massive cash reserves, provide resilience and fuel future expansion.
  • Its growing international footprint, particularly in the U.S., helps mitigate geopolitical risks and diversify its revenue streams.

The Bear Case

  • Despite its leadership, TSMC faces vulnerabilities largely related to geopolitical tensions in the Taiwan Strait, which could disrupt operations or supply chains.
  • The company is exposed to high capital expenditures required for next-generation manufacturing and faces margin pressures from rising overseas expansion costs and increasing energy expenses.
  • Export restrictions—especially those impacting sales to China—pose additional risks to revenue growth and supply continuity.
  • Rapid technological change means substantial R&D investments are a constant necessity, while growing global competition from Samsung, Intel, and others threatens TSMC’s market share.
  • Any operational delays or technical setbacks in overseas fabs could also hinder its growth trajectory.

Key Risks

  • TSMC faces substantial risks from geopolitical tensions, particularly between the U.S.
  • and China, and the ongoing debate about Taiwan’s sovereignty.
  • export restrictions and tariffs threaten to hamper market access and profitability in its largest end markets.
  • High capital intensity and cost overruns in overseas projects, such as U.S.

What to Watch

UpcomingIn the most recent quarter, TSMC reported robust revenue growth, driven primarily by strong demand for advanced process nodes (7nm and below) which contributed to over 70% of wafer revenue.
UpcomingThe company saw its gross margin climb above 59%, and cash holdings reached $90 billion.
UpcomingA notable event was the announcement of a record-setting $100 billion investment in new U.S.-based chip factories, bolstering TSMC’s presence outside Taiwan as part of its risk diversification strategy.
ExpectedFor the next quarter, analysts and the company expect continued growth, with consensus EPS potentially rising by 50% to $2.16 and revenues up over 34%.

Price Drivers

  • TSMC's stock price is strongly driven by its earnings results, the global demand for advanced semiconductors, and macroeconomic events such as trade policies and tariffs affecting the chip sector.
  • The ongoing AI boom is a significant driver, as TSMC provides critical manufacturing for AI chips used by companies like Nvidia and Apple.
  • Expansion into overseas markets, especially large investments in U.S.
  • chip facilities, also influences sentiment by signaling risk diversification.

Recent News

  • TSMC’s most recent news includes a sharp increase in revenue and profit, attributed to strong AI chip demand and advanced process leadership.
  • The company has announced massive additional investments—over $100 billion—in new U.S.
  • chip factories, strengthening its international presence and risk diversification outside Taiwan.
  • There have also been warnings from its founder about the death of free trade in advanced semiconductors due to U.S.-China tensions, although management remains confident in long-term prospects.

Market Trends

  • Broader market trends impacting TSMC include surging demand for advanced semiconductors driven by AI, data center expansion, 5G, and automotive electronics.
  • The industry is consolidating, with the largest players investing heavily in leading-edge process nodes to maintain their competitive edge.
  • Macroeconomic factors, such as inflation, energy prices, and government policy—especially relating to tariffs, trade, and the global push for semiconductor independence—influence the sector.
  • There is also a persistent shift toward geographical diversification of chip manufacturing to mitigate geopolitical and supply chain risks.

AI-generated summary. Not investment advice. DYOR.

Community Research

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

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@FallenBlew41 1 day ago

TSMC at $2T: The Real AI Backbone?

TSMC at $2T: The Real AI Backbone?

crossing a $2T market cap is actually wild when you zoom out. Taiwan Semiconductor Manufacturing Company isn’t flashy, doesn’t sell consumer products, doesn’t run social platforms… they just quietly manufacture the most advanced chips in the world.

With AI demand pushing companies like and higher, feels like the real picks-and-shovels play behind it all.

This doesn’t even feel like a typical semiconductor run anymore. It feels like core AI infrastructure getting repriced in real time. Big question though how much perfection is already baked into at these levels?

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@UndyingValue 2 days ago

Summary of Motley Fool's 3 stocks to hold for a decade

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@UndyingValue 2 days ago

TSM looks bullish with strong institutional flow and seasonal trends

TSM looks bullish with strong institutional flow and seasonal trends

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@General-Mils 5 days ago

Two growth stocks defying market trends thanks to AI demand

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@IsabelLynn 1 week ago

TSMC showing some serious strength

TSMC showing some serious strength

the growth in ai revenue for Taiwan Semiconductor Manufacturing Company is really catching my eye right now. i am looking closely at how the blackwell production might impact through the next quarter. do you think this momentum is sustainable or are we priced in already?

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@ShallowLoving 1 week ago

Motley Fool report on Micron and AI demand

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@JaneWilliams 1 week ago

Is $TSM the next mega-cap to climb the ranks?

Is $TSM the next mega-cap to climb the ranks?

just moved past to become the 6th most valuable company in the world, and now it’s slowly closing in on .

What really stands out is who they’re supplying their two biggest customers are and , which are currently the #1 and #2 most valuable companies. That basically puts TSMC right at the heart of the entire AI and advanced tech boom.

So I’m curious what everyone thinks…

Where do you see ’s valuation by the end of the year?

Still plenty of upside with AI demand, or is most of the excitement already priced in?

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@ShallowLoving 2 weeks ago

YieldMax announced distributions for Group 2 weekly ETFs

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