Price
$472.78+8.20%Social Signal Score
Analyst Ratings
25 analysts52-week range
- Last close
- $472.78
- Off 52w high
- -1.0%
- 200-day average
- $387.17
- vs 200-day
- +22.1%
Revenue
$1.27T+387.82%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Che Chia Wei
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 65,152
- Beta
- 1.39
- Country
- TW
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 18.69
Financials
Revenue
$1.27T+387.8%Net Income
$706.56B+630.2%EBITDA
$896.27B+442.1%Free Cash Flow
$287.36B+1241.0%EPS (diluted)
$136.25+638.5%Shares Outstanding (diluted)
5.19B+0.0%Operating Expenses
$98.98BCash & Debt
$3.52TReturn of Capital
$155.59BRevenue by Segment (annual)
$3.81TDividend per Share
$1.09Quote
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 |
| 2020 | $1.34T | $510.74B | $95.25 |
| 2019 | $1.07T | $353.95B | $65.70 |
| 2018 | $1.03T | $363.05B | $69.10 |
| 2017 | $977.44B | $345.00B | $65.50 |
| 2016 | $947.91B | $331.71B | $64.65 |
| 2015 | $843.51B | $302.85B | $61.25 |
| 2014 | $762.84B | $254.30B | $51.60 |
| 2013 | $597.00B | $183.98B | $35.65 |
| 2012 | $506.72B | $159.48B | $31.85 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TSM's reported EPS growth of 19.8% a year over 13 years.
- EPS in 5 years
- $825.94
- Implied price
- $23,952
- Return from $472.78
- 119.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $11,909 — today's price is already 96.0% 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 |
|---|---|---|---|---|---|
| 9.8% | 88.4% | 95.1% | 100.9% | 106.2% | 111.0% |
| 14.8% | 97.0% | 104.0% | 110.1% | 115.6% | 120.6% |
| 19.8% | 105.5% | 112.8% | 119.2% | 125.0% | 130.2% |
| 24.8% | 114.1% | 121.7% | 128.4% | 134.4% | 139.8% |
| 29.8% | 122.7% | 130.6% | 137.6% | 143.8% | 149.4% |
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.
Signal Score (90d)
70+7.69%Social Signal Score
Mentions (79)
- Newsfool.com·6h ago·Positive
Is Taiwan Semiconductor the Best AI Stock to Buy Now? TSMC is a good AI stock to own, as it's practically guaranteed to succeed. TSMC's growth just isn't as fast as some others in the AI industry.
View source ↗ - Newsproactiveinvestors.com·20h ago·Neutral
Musk confirms talks with TSMC over Terafab chip plant Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, is in talks with Elon Musk about building and running a factory that would serve only Tesla Inc (NASDAQ:TSLA), SpaceX Corp (NASDAQ:SPCX) and xAI for his Terafab chipmaking initiative. Over the weekend, Musk confirmed on X that discussions were taking place but did not elaborate.
View source ↗ - News247wallst.com·1d ago·Positive
I'm Loading Up on Taiwan Semiconductor Ahead of Oct. 15 Earnings Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of waiting for a safer entry point.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
TSMC Q3 Earnings Preview: I'm Loading Up Before The Print, And You Should Too Taiwan Semiconductor Manufacturing Company remains a core holding, with strong conviction in its long-term growth driven by technological advancement and AI demand. TSM is expected to deliver robust Q3 results, with analysts projecting a $4.46 EPS and $45.55B revenue, outpacing management's more conservative guidance. I anticipate management will issue bullish forward commentary on AI upcycle, capacity expansion, and c…
View source ↗ - Newsfool.com·2d ago·Positive
Not Intel. Not Nvidia. The $2.4 Trillion Chipmaker That Wall Street Calls the Ultimate AI "Picks-and-Shovels" Play This company is the backbone of the AI infrastructure trade.
View source ↗ - News247wallst.com·2d ago·Neutral
The AI Chip Revolution Wouldn't Be Possible Without This Company Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a geopolitical sword hanging over the business.
View source ↗ - Newsfool.com·3d ago·Neutral
Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) TSMC is the world's largest semiconductor foundry, which gives it immense pricing power.
View source ↗ - Newszacks.com·3d ago·Neutral
TSMC (TSM) Exceeds Market Returns: Some Facts to Consider The latest trading day saw TSMC (TSM) settling at $472.78, representing a +2.96% change from its previous close.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
TSMC: Resolving The Valuation Conundrum Taiwan Semiconductor Manufacturing Company Limited is rated Strong Buy, driven by sustained dividend compounding and robust forward growth catalysts. Despite mixed valuation signals—high sales/book multiples but compressing earnings/revenue multiples—TSM's valuation momentum supports continued price appreciation. Q3 and FY 2026 guidance points to stable top-line growth, with management projecting 37% YoY and 12% sequential revenue increases, despite antici…
View source ↗ - Newsfool.com·4d ago·Neutral
Not Intel. Not Nvidia. These 2 Chip Stocks Maintain an Unbreachable Moat in Advanced Chip Tech. Taiwan Semiconductor Manufacturing and ASML each have their own competitive bulwarks.
View source ↗ - Newsfinbold.com·5d ago·Neutral
TSMC to pay dividends next week; Here's how much 100 TSM shares will earn One of the most important companies in the world in the ongoing artificial intelligence (AI) boom, the Taiwan Semiconductor Manufacturing Company (TPE: 2330, NYSE: TSM) is scheduled to pay its next quarterly dividend next week.
View source ↗ - Newsyoutube.com·5d ago·Neutral
Wednesday's Final Takeaways: PCE Cools, TSM Weighs Texas Investment Core PCE moved markets Wednesday morning after the headline numbers came in lighter than Wall Street estimated. The tech trade saw multiple interesting headlines into Micron (MU) earnings, one of which being a tentative investment from TSMC (TSM) into Texas.
View source ↗ - Newszacks.com·5d ago·Positive
TSMC (TSM) is a Great Momentum Stock: Should You Buy? Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
View source ↗ - Newsbarrons.com·5d ago·Neutral
TSMC Is Ready to Spend $265 Billion in the U.S. It Could Spend Even More. The stock could face pressure if the chip maker commits to higher spending in the U.S.
View source ↗ - Newsreuters.com·6d ago·Neutral
TSMC evaluates potential Texas investment, sources say Taiwan's TSMC , the world's largest contract chipmaker, is evaluating a potential investment in Texas to expand chip production in the US, two sources familiar with the matter said.
View source ↗ - Newsseekingalpha.com·6d ago·Neutral
TSMC: Market Is Mistaken In Pricing In A Big AI Slowdown Taiwan Semiconductor remains the most dominant AI foundry, benefiting from broadening AI-driven demand linked to the hyperscalers and, increasingly, the frontier labs. TSM trades at just under 20x forward earnings, with valuation multiples reverting to 5-year averages amid hyperscaler CapEx growth deceleration concerns. Despite rising competition from Samsung and Intel, TSM's market leadership and advanced process adoption remain secure an…
View source ↗ - Newsmarketbeat.com·6d ago·Neutral
Bottlenecking the Future: TSMC Prices Out the Competition The market often debates the durability of the semiconductor hardware cycle. Market skeptics point to macroeconomic slowing, cyclical financing, and inventory gluts as reasons to discount chipmakers.
View source ↗ - News247wallst.com·6d ago·Positive
I'm Jumping Back Into Taiwan Semiconductor Again and I Won't Stop This Time TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping.
View source ↗ - Newszacks.com·6d ago·Neutral
TSM vs. UMC: Which Semiconductor Foundry Stock Should You Bet on Now? Taiwan Semiconductor's AI-driven growth, capacity investments and A14 roadmap set it apart as United Microelectronics expands its AI and specialty-chip business.
View source ↗ - Newsmarketwatch.com·7d ago·Neutral
Here's where TSMC is reportedly eyeing a second U.S. site for a chip-making hub Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
View source ↗ - Newsseekingalpha.com·8d ago·Positive
TSMC: Set For All-Time Highs On Surging AI Chip Demand Taiwan Semiconductor Manufacturing Company is primed for strong Q3 earnings, driven by accelerating AI chip demand and robust revenue growth. TSMC's August revenues surged 53% year-over-year, reinforcing its dominant 73% global foundry market share and operational outperformance potential. Shares trade at a moderate 20.6x FY 2027 P/E, with potential for a 25x P/E re-rating if margin and HPC growth accelerate, implying ~22% upside.
View source ↗ - News247wallst.com·8d ago·Negative
Price Prediction: TSMC Could Reach $600 as Capacity Constraints Drive the AI Boom Forward TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal about how far this stock can run.
View source ↗ - Newsseekingalpha.com·10d ago·Positive
TSMC Offers AI Upside No Matter Who Wins The Race TSMC offers broad AI upside without requiring investors to pick individual AI model or chip design winners. TSM is ramping up advanced packaging capacity, addressing current bottlenecks and positioning for future AI chip demand growth. Despite a high valuation (TTM GAAP P/E
View source ↗ - Newsseekingalpha.com·10d ago·Positive
Taiwan Semiconductor: AI CapEx Keeps Climbing, And TSMC Looks Undervalued Taiwan Semiconductor Manufacturing Company is the central beneficiary of the AI-driven CapEx surge, with hyperscalers' spending projected to reach $1.3 trillion in 2027. TSM delivered 33.7% YoY revenue growth, 67.7% gross margin, and 60.3% operating margin in Q2 2026 and is guiding for 37% YoY revenue growth in Q3. TSM trades at 20.37x 2027 earnings, with EPS projected to grow nearly 30% annually through 2028, making it un…
View source ↗ - Newsseekingalpha.com·11d ago·Positive
Taiwan Semiconductor: AI Hiccups Lately, But Strong Growth Persists Taiwan Semiconductor remains a buy as its valuation is attractive and the uptrend persists ahead of key September and Q3 results. TSM delivered strong Q2 results, with revenue up 36% YoY and gross margin at 67.7%, driven by high-performance computing demand. Management raised FY 2026 revenue growth outlook to above 40% and increased capex guidance to $60–$64 billion, signaling confidence in sustained AI demand.
View source ↗ - Newsfool.com·11d ago·Positive
Is Taiwan Semiconductor Stock an Undervalued AI Stock to Buy Right Now? The semiconductor industry is booming, and that's great news for TSMC (TSM +1.03%).
View source ↗ - Newszacks.com·11d ago·Neutral
TSMC (TSM) Advances While Market Declines: Some Information for Investors In the latest trading session, TSMC (TSM) closed at $451.15, marking a +1.03% move from the previous day.
View source ↗ - Newszacks.com·12d ago·Neutral
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - Newszacks.com·12d ago·Positive
TSMC's A14 Gains Customer Traction Ahead of 2028 Volume Production Taiwan Semiconductor's A14 process technology is gaining strong customer traction, with tape-outs ahead of schedule and volume production targeted for 2028.
View source ↗ - Newszacks.com·13d ago·Neutral
Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
View source ↗ - News247wallst.com·14d ago·Negative
3 Chip Stocks Set to Win TSMC’s Packaging Boom TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where every additional package produced forces a spending decision manufacturers cannot easily avoid.
View source ↗ - Newsreuters.com·15d ago·Negative
Taiwan breaks ground on advanced packaging park anchored by TSMC Taiwan broke ground on a new advanced packaging industrial park in the southern city of Kaohsiung on Monday, where TSMC plans to establish facilities for technology validation and talent training.
View source ↗ - Newsfool.com·16d ago·Positive
Taiwan Semiconductor Manufacturing's Foundry Market Share Is a Massive Moat Nobody Talks About TSMC makes chips for nearly every leading big tech firm. Analysts expect strong growth from the company next year.
View source ↗ - Newsfool.com·19d ago·Positive
1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge TSMC's growth rate has been improving due to the healthy demand for AI accelerators. The company could outperform analysts' expectations and surge significantly over the next three years.
View source ↗ - News247wallst.com·19d ago·Positive
Taiwan Semiconductor Is a No-Brainer Buy On Repeat And Not For The Reason You Think Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers cannot get enough of it.
View source ↗ - Newszacks.com·20d ago·Positive
TSMC's Strong August Revenues Signal Continued AI-Driven Chip Demand Taiwan Semiconductor's August revenues jump 53.3% year over year, underscoring strong AI-driven demand for advanced chips and leading-edge technologies.
View source ↗ - Newsreuters.com·21d ago·Neutral
MediaTek launches new mobile chip using TSMC's most advanced technology Taiwan's MediaTek unveiled on Tuesday a new smartphone chip made using TSMC's most advanced manufacturing technology, as it targets the premium handset market with semiconductors capable of running more AI features directly on the device.
View source ↗ - Newsfool.com·23d ago·Negative
Prediction: Taiwan Semiconductor Manufacturing Stock Will Hit $600 by the End of 2027 Huge growth from AI will push the company to new heights. TSMC's stock isn't expensive.
View source ↗ - News247wallst.com·24d ago·Negative
TSMC Price Prediction: One Number Could Define the Stock's Next Move TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions.
View source ↗ - Newsmarketbeat.com·24d ago·Neutral
TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand Semiconductor investors tracking the global AI infrastructure buildout have lately wondered whether corporate spending can sustain its recent trajectory.
View source ↗ - Newszacks.com·25d ago·Negative
TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note In the closing of the recent trading day, TSMC (TSM) stood at $428.03, denoting a -1.68% move from the preceding trading day.
View source ↗ - News247wallst.com·25d ago·Negative
Taiwan Semiconductor September Revenue Surges 53% and Can't Keep Up With Demand August Revenue Snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) posted August 2026 consolidated net revenue of NT$514.81 billion, roughly US$16.35 billion, up 53.3% from August 2025.
View source ↗ - Newsfool.com·26d ago·Negative
Prediction: This Will Be Taiwan Semiconductor's Stock Price at the End of 2027 Taiwan Semiconductor Manufacturing could reach nearly $700 per share by the end of next year. AI chip demand won't let up for several years.
View source ↗ - Newscnbc.com·26d ago·Neutral
World's largest contract chipmaker TSMC sees August revenue surge over 53% to record high TSMC reported August revenue of NT$TK billion, the highest monthly sales on record. Revenue rose over 53% from a year earlier and more than 10% from July.
View source ↗ - Newszacks.com·26d ago·Neutral
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
TSMC's Arizona Bet Was My Biggest Worry In July - Now It's My Best Argument Taiwan Semiconductor Manufacturing Company remains a Buy as Arizona operations shift from margin drag to profit driver, supported by strong pricing power and utilization. TSMC's monthly revenue patterns and FX headwinds explain recent margin pressures, but these are temporary and largely anticipated within current guidance. Capacity constraints, not demand, now limit TSM revenue growth; advanced packaging lines are sold …
View source ↗ - Newszacks.com·28d ago·Neutral
Wall Street Analysts Think TSMC (TSM) Is a Good Investment: Is It? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - Newszacks.com·28d ago·Positive
Taiwan Semiconductor Retains 73% Foundry Share: Is the Stock a Buy? TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.
View source ↗ - Newsfool.com·29d ago·Negative
Prediction: Taiwan Semiconductor's Market Value Passes $3 Trillion Before 2029 Reaching a $3 trillion market value by the end of 2028 works out to about 14% compound annual growth from the current share price. Management now expects 2026 revenue to grow slightly more than 40% in dollar terms after raising its outlook in July.
View source ↗ - Newszacks.com·31d ago·Negative
TSMC (TSM) Increases Despite Market Slip: Here's What You Need to Know TSMC (TSM) reached $428.91 at the closing of the latest trading day, reflecting a +2.85% change compared to its last close.
View source ↗ - Newsfool.com·31d ago·Negative
Prediction: Taiwan Semiconductor Stock Will Surge by 22% Before 2026 Ends The five biggest AI hyperscalers are planning for a total of $1.3 trillion in capital expenditures next year. Taiwan Semiconductor stock looks attractively priced.
View source ↗ - Newsfool.com·32d ago·Positive
Opinion: TSMC Is a Better Buy Than Any of the "Magnificent Seven" Stocks Right Now TSMC is outperforming every member of the "Magnificent Seven" this year. The company is now making chips with its new 2-nanometer processing technology.
View source ↗ - News247wallst.com·34d ago·Neutral
The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later Five days. That's the gap between Defiance ETFs filing paperwork for a 2X daily bearish bet against Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) and launching a long fund built on the very foundry industry that Taiwan Semiconductor dominates.
View source ↗ - Newsreuters.com·35d ago·Neutral
Taiwan's chip prowess is built on democracy and rule of law, president says Taiwan's semiconductor prowess is built on the foundations of democracy and rule of law, becoming a trusted international partner that keeps its promises to supply the world, President Lai Ching-te said on Tuesday.
View source ↗ - Newszacks.com·38d ago·Positive
How TSMC is Advancing its A14 Technology Roadmap for AI Transformation TSM is advancing A14 for AI with stronger performance and power efficiency, while A13 and A12 extend its next-gen process roadmap.
View source ↗ - News247wallst.com·40d ago·Negative
Price Prediction: TSM Will Trade at This Price in 2027 Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction | TSM Price Prediction) is the operating system behind the AI buildout.
View source ↗ - Newszacks.com·41d ago·Positive
TSM Rides on AI, Advanced Nodes & Capacity Expansion: Worth a Buy? Taiwan Semiconductor is riding on surging AI demand, advanced-node adoption and global capacity expansion as revenues and earnings maintain strong growth momentum.
View source ↗ - Newszacks.com·42d ago·Neutral
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know In the most recent trading session, TSMC (TSM) closed at $410.12, indicating a -2.11% shift from the previous trading day.
View source ↗ - Newsfool.com·44d ago·Neutral
TSMC's $100 Billion Arizona Expansion Shows The Stock Is a No-Brainer Buy TSMC's diversification of production to the U.S. reduces concentration risk. AI chip demand is still growing.
View source ↗ - Newsfool.com·45d ago·Neutral
Prediction: Taiwan Semiconductor Stock Will Reach a Fresh High Before 2026 Ends Taiwan Semiconductor is vital to the AI build-out. 2027 is shaping up to be another strong year for Taiwan Semiconductor.
View source ↗ - Newszacks.com·45d ago·Neutral
TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts Taiwan Semiconductor raises 2026 CapEx to $60B-$64B and plans higher dividends as AI, HPC and 5G demand fuels growth.
View source ↗ - Newszacks.com·45d ago·Positive
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - News247wallst.com·46d ago·Negative
This Stock Is Riding an AI Wave That Shows No Signs of Slowing Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $413.41 as of the August 18 close.
View source ↗ - News247wallst.com·48d ago·Neutral
David Tepper's 3 Biggest Bets in The Second Quarter: Buy, Sell or Hold? David Tepper's Appaloosa Management disclosed three especially large positions in its second-quarter filing, and at today's prices we see the setups differently across Apple (NASDAQ:AAPL | AAPL Price Prediction) at $305.93, Taiwan Semiconductor Manufacturing (NYSE:TSM) at $426.35, and CoreWeave (NASDAQ:CRWV) at $105.26, with the risk/reward tilting cautious, constructive, and skeptical respectively.
View source ↗ - Newsseekingalpha.com·49d ago·Negative
TSMC: A Bargain For The AI Skeleton Taiwan Semiconductor (TSMC) delivered record Q2 results, with revenue up 36% Y/Y and net income surging 77.4% Y/Y. TSMC's gross margin reached an all-time high of 67.7%, driven by cost improvements and advanced node utilization. Guidance points to continued strength: Q3 revenue up 12% Q/Q, FY26 revenue growth above 40%, and expanded Arizona investment to $265B.
View source ↗ - Newsfool.com·50d ago·Positive
Should You Buy Taiwan Semiconductor Stock Below $440? Here's What History Says. TSMC is growing at the faster end of its historical range. The company's CEO believes this elevated growth rate will persist through the end of the decade.
View source ↗ - Newsfool.com·51d ago·Negative
These 5 AI Stocks Have Returned 300%-Plus Over the Past 3 Years -- and 1 Still Looks Dirt Cheap Semiconductor stocks have soared in recent years as AI data center infrastructure spending has spiked. Shares of memory specialist Micron jumped 1,300% over the past three years as the company benefited from rising memory prices.
View source ↗ - Newsfool.com·51d 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·52d 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·54d 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·55d 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·55d 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·56d 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·56d 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·56d 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·56d 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·57d 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·57d 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·57d 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 ↗
Earnings
Thu, Oct 15(in 9 days)
Consensus estimate $4.40 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.
Insider trading
Open-market buys and sells by TSM officers and directors.
- Bought
- $1.0m
- Sold
- —
76 trades
0 trades
- Wu Yi-huangbought
- Yoo Chue-sanbought
- Yeap Choh Feibought
- Zhang Kevin Xiaoqiangbought
- Yuan Lipenbought
- Mii Yuh-jierbought
- Wu Shien-yangbought
- Wei Che-chiabought
24 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Richard W. Allenhouse · GA12 · disclosed Sep 23, 2026 (42d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Jul 31, 2026 (21d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Buy$15,001 - $50,000
- Rick W. Allenhouse · GA12 · disclosed Jun 17, 2026 (40d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Apr 21, 2026 (12d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (39d later)Buy$1,001 - $15,000
- Rick W. Allenhouse · GA12 · disclosed Mar 11, 2026 (20d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (12d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (29d later)Buy$100,001 - $250,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (14d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Feb 4, 2026 (27d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (354d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (173d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (447d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (19d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (27d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Nov 24, 2025 (45d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
