Price (90d)
$430.49Signal Score (90d)
90Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.85T | $1.74T | $333.05 |
| 2024 | $2.89T | $1.16T | $230.80 |
| 2023 | $2.16T | $851.74B | $159.65 |
| 2022 | $2.26T | $992.92B | $198.60 |
| 2021 | $1.59T | $592.36B | $113.95 |
Social Signal Score
Earnings
Thu, Oct 15(in 2 months)
Consensus estimate $4.45 per share
Typical surprise +5.4% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 16$4.31 vs $3.87beat
- Wed, Apr 15$3.49 vs $3.31beat
- Thu, Jan 15$3.09 vs $2.90beat
- Thu, Oct 16$2.92 vs $2.63beat
- Thu, Jul 17$2.50 vs $2.38beat
- Thu, May 15$2.14 vs $2.07beat
Estimates and results for TSM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TSM's reported EPS growth of 30.8% a year over 4 years. Historical EPS growth of 31% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $1,243
- Implied price
- $36,040
- Return from $426.35
- 142.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $17,918 — today's price is already 97.6% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 21 | 25 | 29 | 33 | 37 |
|---|---|---|---|---|---|
| 20.0% | 110.2% | 117.6% | 124.2% | 130.1% | 135.4% |
| 25.0% | 118.9% | 126.7% | 133.5% | 139.7% | 145.2% |
| 30.0% | 127.7% | 135.8% | 142.9% | 149.2% | 155.0% |
| 35.0% | 136.5% | 144.9% | 152.2% | 158.8% | 164.8% |
| 40.0% | 145.2% | 153.9% | 161.6% | 168.4% | 174.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (12)
- Newsfool.com·4h ago·Positive
Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom TSMC fabricates the chips designed by AMD, Nvidia, and many other companies, which explains why its revenue growth has been impressive this year. TSMC's solid pricing power should ensure healthy earnings growth, paving the way for a big jump in its stock price.
View source ↗ - Newsfool.com·9h ago·Neutral
Demand for Chips Shows No Signs of Slowing. Is Taiwan Semiconductor Too Expensive Now? TSMC's market cap is now above $2 trillion. The chip foundry giant is forming a joint venture with Sony to produce next-generation image sensors.
View source ↗ - News247wallst.com·3d ago·Neutral
Azure, Foundries, and Accelerators: Grading the AI Buildout's Big Three Grading the AI buildout's three load-bearing names at current prices: Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $502.03 is a buy, Taiwan Semiconductor Manufacturing (NYSE:TSM) at $421.97 is a buy, and AMD (NASDAQ:AMD) at $467.42 is a hold.
View source ↗ - Newsfool.com·3d ago·Neutral
Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High TSMC's July revenue came in at a record NT$467.58 billion, up 44.7% from a year earlier. Management expects full-year 2026 revenue to grow slightly above 40% in U.S. dollar terms.
View source ↗ - Newszacks.com·4d ago·Neutral
TSMC's July Revenues Soar: How Should You Play the Stock Now? Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
View source ↗ - Newswsj.com·4d ago·Neutral
Central Processing Units Could Be New Growth Driver for TSMC With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.
View source ↗ - Newsyoutube.com·5d ago·Positive
Monday's Morning Movers: TSM Revenues Rise, HPE & DKS Upgrades "The demand is there" for AI, says Sam Vadas when discussing TSMC's (TSM) monthly revenue. Figures for the Taiwanese chip manufacturer continue to rise even as the reaction in the stock appears muted.
View source ↗ - Newsschaeffersresearch.com·5d ago·Negative
TSM Struggles for Direction Despite Revenue, AI Optimism Taiwan Semiconductor Manufacturing (NYSE:TSM) shares are struggling for direction today, trading flat near $420.10, after the company's July revenue came in at $14.5 billion, reflecting a 45% year-over-year growth.
View source ↗ - Newsbarrons.com·5d ago·Neutral
TSMC Sales Growth Accelerates, Giving a Clear Sign for the AI Trade Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast.
View source ↗ - Newscnbc.com·5d ago·Neutral
World's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demand TSMC reported revenue for July of 467.58 billion new Taiwan dollars ($14.5 billion), up 44.7% year-on-year. The group makes chips for Big Tech customers like Nvidia and Google, so the firm's financial figures are closely watched as a sign of AI semiconductor demand.
View source ↗ - Newsyoutube.com·5d ago·Positive
TSMC Sales Rise as AI Hardware Demand Stays Strong TSMC reported a 45% rise in its monthly sales, a sign of sustained demand for AI hardware in the face of market volatility. Bloomberg's Neil Campling has more.
View source ↗ - Newsfool.com·5d ago·Positive
A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028 TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand.
View source ↗