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Taiwan Semiconductor Manufacturing Company Limited (GB:0LCV)
NYSE:0LCV

TSMC (0LCV) Price & Analysis

33 Followers

0LCV Stock Chart & Stats

$388.60
-$14.09(-3.50%)
At close: 4:00 PM EDT
$388.60
-$14.09(-3.50%)

Bulls Say, Bears Say

Bulls Say
Strong Revenue GrowthRapid revenue growth across both the latest month and year-to-date period indicates sustained demand for TSMC’s manufacturing services. This momentum, supported by AI and advanced-chip requirements, should reinforce scale benefits, customer engagement, and investment capacity over the coming quarters.
Exceptional Profitability And Conservative LeverageHigh margins combined with declining leverage give TSMC substantial financial resilience and flexibility. Strong profitability supports continued funding of advanced fabs and technology development while the conservative capital structure reduces pressure on the business during semiconductor demand cycles.
Advanced-node And AI/HPC LeadershipThe concentration of revenue in leading-edge nodes and HPC reflects TSMC’s strategic position in demanding, high-performance applications. Continued process advancement and AI-related demand can deepen customer reliance on its technology and support durable mix and scale advantages.
Bears Say
Near-term Margin Dilution From N2 And Overseas RampsThe transition to N2 and expansion of overseas fabs will temporarily reduce gross margins as new capacity absorbs startup costs and operates below mature utilization. This creates a meaningful earnings headwind over the next several quarters even while demand remains strong.
Advanced Packaging Capacity Is A BottleneckPackaging constraints can prevent customers from fully converting strong chip demand into completed shipments, limiting the benefit of TSMC’s wafer capacity and technology leadership. Until planned investments add capacity, this bottleneck may constrain growth and customer delivery flexibility.
Heavy Investment Pressures Free-cash-flow ConversionTSMC’s aggressive spending on advanced processes, packaging, and global fabs is strategically important but reduces near-term cash conversion. Lower free-cash-flow yield leaves greater sensitivity to utilization, ramp execution, and the returns generated by this exceptionally capital-intensive expansion.

TSMC News

0LCV FAQ

What was Taiwan Semiconductor Manufacturing Company Limited’s price range in the past 12 months?
Taiwan Semiconductor Manufacturing Company Limited lowest share price was $266.96 and its highest was $478.50 in the past 12 months.
    What is Taiwan Semiconductor Manufacturing Company Limited’s market cap?
    Taiwan Semiconductor Manufacturing Company Limited’s market cap is $2.00T.
      When is Taiwan Semiconductor Manufacturing Company Limited’s upcoming earnings report date?
      Taiwan Semiconductor Manufacturing Company Limited’s upcoming earnings report date is Oct 15, 2026 which is in 21 days.
        How were Taiwan Semiconductor Manufacturing Company Limited’s earnings last quarter?
        Taiwan Semiconductor Manufacturing Company Limited 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 Taiwan Semiconductor Manufacturing Company Limited overvalued?
          According to Wall Street analysts Taiwan Semiconductor Manufacturing Company Limited’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Taiwan Semiconductor Manufacturing Company Limited pay dividends?
            Taiwan Semiconductor Manufacturing Company Limited does not currently pay dividends.
            What is Taiwan Semiconductor Manufacturing Company Limited’s EPS estimate?
            Taiwan Semiconductor Manufacturing Company Limited’s EPS estimate is 4.39.
              How many shares outstanding does Taiwan Semiconductor Manufacturing Company Limited have?
              Taiwan Semiconductor Manufacturing Company Limited has 5,186,474,000 shares outstanding.
                What happened to Taiwan Semiconductor Manufacturing Company Limited’s price movement after its last earnings report?
                Taiwan Semiconductor Manufacturing Company Limited 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 -3.197%.
                  Which hedge fund is a major shareholder of Taiwan Semiconductor Manufacturing Company Limited?
                  Currently, no hedge funds are holding shares in GB:0LCV
                  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

                    Taiwan Semiconductor Manufacturing Company Limited

                    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 (0LCV) Earnings & Revenues

                    0LCV Company Deck

                    0LCV 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 GB:0LCV earnings summaries

                    0LCV Stock 12 Month Forecast

                    Average Price Target

                    $547.38
                    ▲(40.86% Upside)
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