TSMC (TSFA) Stock Price & Analysis
TSFA Stock Chart & Stats
- Day’s Range
- EUR 360.00 - EUR 378.00
- 52-Week Range
- EUR 233.50 - EUR 434.50
- Previous Close
- EUR 378.00
- Volume
- 1,478
- Average Volume (3M)
- 2,303
- Market Cap
- EUR 1.68T
- Enterprise Value
- EUR 2.27T
- Total Cash (Recent Filing)
- EUR 4.01T
- Total Debt (Recent Filing)
- EUR 981.30B
- Price to Earnings (P/E)
- 24.1
- Beta
- 0.81
- Next Earnings
- Jan 21, 2027 (Est.)
- EPS Estimate
- 4.54
- Next Dividend Ex-Date
- Dec 10, 2026
- Dividend Yield
- 0.72%
Bulls Say, Bears Say
Bulls Say
Advanced-node Leadership
TSMC’s high advanced-node mix demonstrates strong positioning in the most technically demanding and valuable part of semiconductor manufacturing. Leadership across 2 nm, 3 nm, 5 nm and 7 nm supports customer relevance, pricing power and durable demand from high-performance computing and AI applications.
Strong Profitability And Cash Generation
Exceptional margins and rising operating cash flow indicate substantial scale benefits, strong earnings quality and effective conversion of customer demand into financial resources. This cash generation supports technology investment, overseas expansion and shareholder distributions while the conservative balance sheet preserves financial flexibility.
AI-driven Growth And Capacity Roadmap
The combination of unusually strong AI demand, a clear 2 nm expansion plan and an A14 production roadmap provides multi-year support for growth. TSMC is expanding capacity ahead of expected customer needs, reinforcing its role as a strategic manufacturing platform for advanced chip designers.
Bears Say
Structural Capital Intensity
TSMC’s growth model requires exceptionally high and sustained capital spending on fabs, equipment and packaging capacity. Although investment supports future revenue, weaker free-cash-flow conversion can reduce near-term financial flexibility and makes returns more sensitive to utilization, execution and semiconductor-cycle conditions.
Expected Margin Dilution
The global manufacturing build-out and steep 2 nm ramp are expected to pressure gross margins even while revenue grows. New overseas facilities may initially operate below Taiwan’s scale and maturity, creating a durable profitability headwind that could moderate the benefit of leading-edge pricing and mix.
Demand And Capacity-cycle Exposure
TSMC remains exposed to uneven semiconductor demand outside its strongest AI and high-performance-computing markets. Weakness in consumer and price-sensitive applications can increase revenue volatility, complicate capacity planning and leave the company more dependent on a narrower set of fast-growing end markets.
TSMC News
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TSMC Stock Smart Score
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.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Che Chia Wei
- Employees
- 65,152
- Website
- www.tsmc.com
- Address
- Hsinchu Science Park, Hsinchu City, TPE, 300096, TW
TSMC (TSFA) Earnings & Revenues
TSFA Company Deck
TSFA Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, supported by a third-quarter revenue beat, a 44% full-year 2026 growth outlook, extremely robust AI and leading-edge demand, broad capacity expansion, and strong cash generation. The main challenges were sequential gross-margin pressure from the 2 nm ramp and overseas fabs, expected overseas-fab dilution of 3%-4% in the next few years, supply and back-end capacity shortages, input-cost inflation, and weaker consumer and price-sensitive markets. Management remained confident in long-term demand and TSMC's technology and manufacturing position.
View all DE:TSFA earnings summariesTSFA Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 5 | 12 |
| Technical Analysis | 3 | 5 | 2 |
| Moving Averages | 2 | 0 | 10 |