TSM Taiwan Semiconductor Manufacturing Company Limited
USTechnologyAs of 2026-10-08
Why TSM matters now
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a US stock in Technology. The latest InvestLog snapshot shows $458.08 with -2.99% on the session and $2.38T 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 Options Activity note titled "TSM options: estimated premium turnover $123M; largest line TSM270115P00420000 (Put) $25M (expires 2027-01-15)". The latest indexable market news headline is "Elon Musk Delivered Massive News for Taiwan Semiconductor Stock Investors" from Fool - Investing News.
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
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| 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
Trading Activity
Insider Trades
Congress Trades
Related AI Research
TSM options: estimated premium turnover $123M; largest line TSM270115P00420000 (Put) $25M (expires 2027-01-15)TSM 期权异动:所扫描合约成交权利金估算约 $123M;最大合约 TSM270115P00420000(看跌期权 Put)约 $25M(2027-01-15 到期)
Estimated premium turnover across the scanned TSM contracts was $123M on 92,144 contracts. The call/put volume ratio was 1.1x (calls 48,059 / puts 44,085).TSM 所扫描合约权利金成交额估算为 $123M,成交量 92,144 张;Call/Put 成交量比为 1.1x(Call 48,059 张 / Put 44,085 张)。最大合约为 TSM270115P00420000(看跌期权 Put),权利金成交额估算 $25M,到期日 2027-01-15。
TSM options: estimated premium turnover $123M; largest line TSM260918C00370000 (Call) $29M (expires 2026-09-18)TSM 期权异动:所扫描合约成交权利金估算约 $123M;最大合约 TSM260918C00370000(看涨期权 Call)约 $29M(2026-09-18 到期)
Estimated premium turnover across the scanned TSM contracts was $123M on 92,165 contracts. The call/put volume ratio was 2.4x (calls 65,050 / puts 27,115).TSM 所扫描合约权利金成交额估算为 $123M,成交量 92,165 张;Call/Put 成交量比为 2.4x(Call 65,050 张 / Put 27,115 张)。最大合约为 TSM260918C00370000(看涨期权 Call),权利金成交额估算 $29M,到期日 2026-09-18。
Related Stocks
Latest News
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.