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TSMC (TSM)
NYSE:TSM
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TSMC (TSM) Price & Analysis

42,755 Followers

TSM Stock Chart & Stats

$417.41
-$12.17(-2.93%)
At close: 4:00 PM EDT
$417.41
-$12.17(-2.93%)

Bulls Say, Bears Say

Bulls Say
Advanced-node LeadershipA high advanced-node mix supports pricing power, customer reliance and technical differentiation. TSMC’s scale and process expertise strengthen its position in the most demanding semiconductor applications.
AI And HPC DemandStrong HPC and AI exposure links TSMC to a structural growth market rather than only handset cycles. Continued demand for cloud and accelerator capacity can support sustained wafer volumes and leading-edge utilization.
Profitability And Balance SheetExceptional margins and conservative leverage provide resilience through semiconductor cycles. Strong profitability, rising equity and operating cash flow give TSMC flexibility to fund capacity expansion while preserving financial stability.
Bears Say
Advanced-node Ramp DilutionThe 2nm transition will temporarily raise manufacturing complexity and startup costs, while overseas fabs add further dilution. This can pressure margins during a multi-quarter ramp even if long-term technology leadership improves.
Heavy Investment And Cash ConversionLarge investments are necessary to capture structural demand but increase execution and capital-intensity risk. Softer free-cash-flow conversion means more earnings are being reinvested, reducing cash flexibility if industry conditions weaken.
Packaging Constraints And CyclicalityPackaging bottlenecks can limit shipments even when wafer demand is strong, delaying customer growth and revenue realization. Smartphone softness also shows that parts of TSMC’s broader end-market exposure remain cyclical.

TSMC News

TSM FAQ

What was TSMC’s price range in the past 12 months?
TSMC lowest stock price was $225.63 and its highest was $479.00 in the past 12 months.
    What is TSMC’s market cap?
    TSMC’s market cap is $1.98T.
      When is TSMC’s upcoming earnings report date?
      TSMC’s upcoming earnings report date is Oct 15, 2026 which is in 47 days.
        How were TSMC’s earnings last quarter?
        TSMC released its earnings results on Jul 16, 2026. The company reported $4.221 earnings per share for the quarter, beating the consensus estimate of $3.81 by $0.411.
          Is TSMC overvalued?
          According to Wall Street analysts TSMC’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does TSMC pay dividends?
            TSMC pays a Quarterly dividend of $1.114 which represents an annual dividend yield of 0.84%. See more information on TSMC dividends here
              What is TSMC’s EPS estimate?
              TSMC’s EPS estimate is 4.38.
                How many shares outstanding does TSMC have?
                TSMC has 5,186,474,000 shares outstanding.
                  What happened to TSMC’s price movement after its last earnings report?
                  TSMC reported an EPS of $4.221 in its last earnings report, beating expectations of $3.81. Following the earnings report the stock price went down -2.322%.
                    Which hedge fund is a major shareholder of TSMC?
                    Currently, no hedge funds are holding shares in TSM
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      TSMC

                      Taiwan Semiconductor Manufacturing Company Limited (TSMC), along with its affiliated entities, operates globally in the semiconductor industry, specializing in the manufacturing, packaging, meticulous testing, and worldwide distribution of integrated circuits and other crucial semiconductor components. Its expansive international presence covers key markets such as Taiwan, China, Europe, the Middle East, Africa, Japan, and the United States. The company is renowned for its diverse array of wafer fabrication processes. These capabilities enable the production of various advanced semiconductor types, including complementary metal-oxide-semiconductor (CMOS) logic, mixed-signal devices, radio frequency components, embedded memory, and bipolar CMOS mixed-signal circuits. Beyond its core foundry services, TSMC extends its offerings to include dedicated customer and engineering support. It also undertakes the production of specialized masks, actively invests in burgeoning technology startups, and manages the entire lifecycle—from research and development through to manufacturing, packaging, testing, and sales—of color filters. Furthermore, the company provides a range of investment services. TSMC's cutting-edge products are indispensable across numerous sectors, powering high-performance computing, modern smartphones, Internet of Things (IoT) ecosystems, sophisticated automotive systems, and a broad spectrum of digital consumer electronics. Established in 1987, the enterprise is officially headquartered in Hsinchu City, Taiwan.

                      TSMC (TSM) Earnings & Revenues

                      TSM Company Deck

                      TSM Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong demand-driven momentum led by AI/HPC and leading-edge technologies: robust Q2 results, raised full-year growth and CapEx, major U.S. and global capacity commitments, and clear progress on next-generation process nodes (A14). However, management also highlighted near-term margin dilution from 2 nm and overseas ramps, tight packaging capacity, working capital increases, macro-sensitive end-market softness (smartphones), and some execution/timing uncertainties for large investments. On balance, the positive demand, technology leadership, liquidity and expanded investment plans outweigh the operational and margin headwinds.View all TSM earnings summaries

                      TSM Stock 12 Month Forecast

                      Average Price Target

                      $545.67
                      ▲(30.73% Upside)
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                      Ownership Overview

                      1.35%3.41%6.65%87.55%
                      6.65% Other Institutional Investors
                      87.55% Public Companies and Individual Investors
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