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TSM Taiwan Semiconductor Manufacturing Company Limited

USTechnology
$434.11-0.65%ClosedMarket Cap: $2.25T

As of 2026-07-10 16:00

Why TSM matters now

Taiwan Semiconductor Manufacturing Company Limited (TSM) is a US stock in Technology. The latest InvestLog snapshot shows $434.11 with -0.65% on the session and $2.25T in market capitalization; recent performance reads 1-month +17.70% and YTD +52.07%.

The latest financial table shown here is Q1 2026, with revenue of $1.13T, net income of $572.48B, and EPS of $111.55. Investors can compare that operating picture with valuation signals such as P/E 29.44 and FCF yield 1.6%.

InvestLog's latest related AI research is a AI Supply Chain note titled "TSM TSMC AI supply-chain watch: advanced foundry". The latest indexable market news headline is "TSMC, ASML Kick Off Semiconductor Earnings; Goldman Sachs, JPMorgan In Financial Parade" from Investors Business Daily.

Additional event context on this page matters because analyst consensus is Buy with a median target of $465.00; recent insider activity includes Yuan Lipen filing P-Purchase; recent congressional disclosure data includes Richard W. Allen Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

29.44

PEG

0.02

P/B

10.61

P/S

15.23

EV/EBITDA

20.49

DCF Value

$154.91

FCF Yield

1.6%

Div Yield

0.9%

Margins & Returns

Gross Margin

61.9%

Operating Margin

53.2%

Net Margin

47.0%

ROE

36.9%

ROA

22.3%

ROIC

25.8%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$1.13T$572.48B$111.55
Q4 2025$1.06T$510.52B$98.40
FY 2025$3.85T$1.74T$333.05
Q3 2025$989.92B$452.30B$88.75

Analyst Ratings

Consensus

Buy

Target (Consensus)

$520.00

Target (Median)

$465.00

Target Range

$450.00 - $700.00

Strong Buy: 5Buy: 12Hold: 2Sell: 0Strong Sell: 0
BarclaysOverweight
2026-04-22
DA DavidsonBuy
2026-04-17
NeedhamBuy
2026-04-16
Freedom BrokerBuy
2026-04-07
BarclaysOverweight
2026-01-16

Trading Activity

Insider Trades

Yuan Lipenofficer: VP
Buy2026-06-16
Chuang Tzu-Souofficer: VP
Sell2026-06-09
Chin Yung-Peiofficer: EVP and Co-COO
Buy2026-06-09
Cao Minofficer: VP
Buy2026-06-09
Chang Tzonz-Shengofficer: SVP
Buy2026-06-09

Congress Trades

Richard W. AllenBuy
2026-06-17
Cleo FieldsBuy
2026-04-21
Julia LetlowBuy
2026-03-13

Company Info

Sector

Technology

Industry

Semiconductors

Country

TW

Exchange

Beta

1.25

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.