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TSMC

TSM

시가총액 US$2.14조

412.61 USD

-9.64

2.28%

장 마감 시점 업데이트됨 10월 16일 PM 4:00 EDT

프리마켓

시간외 거래

412.25

-0.36

0.09%

1일

-2.28%

5일

-9.03%

1개월

-1.22%

3개월

0.7%

6개월

13.56%

연초 이후

29.1%

1년

37.61%

5년

257.73%

10년

1,249.72%

소개: Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with about 70% market share in 2025. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious base of customers, including Apple, AMD, and Nvidia, that look to apply its cutting-edge process technologies to their semiconductor designs. TSMC employs more than 83,000 people.

직원 수: 90,557

정보기술 반도체

뉴스

긍정적

중립

부정적

투자 심리 3개월

긍정적 64.9%

중립 23.4%

부정적 11.7%

TSMC: The AI Cycle Just Sent Another Signal

Q3 revenue reached $46.7 billion, while Q4 guidance implies 14% sequential growth despite increasingly difficult comparisons. HPC reached 68% of revenue as Taiwan Semiconductor Manufacturing Company said AI demand continues to exceed available semiconductor capacity. N2 already represents 8% of wafer revenue, while annual N2 capacity should more than double during 2027.

TSMC: The AI Cycle Just Sent Another Signal

24/7 Wall Street

Smuggling Nvidia Chips Into China Is About to Become a Crime in Taiwan

Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.

Smuggling Nvidia Chips Into China Is About to Become a Crime in Taiwan

TSMC: The 2nm Growth Opportunity Makes It A Strong Buy

I am initiating coverage of TSMC with a strong buy and a $577 price target, implying 37% upside. TSM is positioned to benefit from structural growth in AI infrastructure, driving increased demand for advanced semiconductor manufacturing. The transition toward 2nm technology and advanced packaging is expected to expand TSM's earnings capacity over the coming years.

TSMC: The 2nm Growth Opportunity Makes It A Strong Buy

The Motley Fool

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

TSMC now expects its 2026 revenue to rise around 44% in U.S. dollars, up from a bit above 40% in July. TSMC's revenue from high-performance computing climbed 22% from the second quarter to the third.

TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock.

Zacks Investment Research

Taiwan Semiconductor Posts Record Q3 Results: Time to Buy the Dip?

With strong earnings momentum and a favorable growth outlook, TSM may be an attractive stock to consider following the recent market pullback.

Taiwan Semiconductor Posts Record Q3 Results: Time to Buy the Dip?

The Motley Fool

Prediction: $1,000 Invested in Taiwan Semi (TSMC) Today Will Be Worth This Much by 2030.

TSMC still has a wide moat against its smaller competitors. It's well-positioned to profit from the AI market's growth.

Prediction: $1,000 Invested in Taiwan Semi (TSMC) Today Will Be Worth This Much by 2030.

Taiwan Semiconductor Manufacturing Doubles Down on CapEx as Agentic AI Expands, Say Bullish Analysts

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) shares are down on Friday, despite the company reporting record profits.

Taiwan Semiconductor Manufacturing Doubles Down on CapEx as Agentic AI Expands, Say Bullish Analysts

24/7 Wall Street

Arm and AMD Fall 5% as Qualcomm Verdict Adds to Chip Selloff; Taiwan Semiconductor Slips

A Delaware jury verdict is adding to the pressure on Arm Holdings (NASDAQ:ARM | ARM Price Prediction) as a broad selloff in chip stocks extends its run. Arm stock is down 5% during afternoon trading, landing at $232.22.

Arm and AMD Fall 5% as Qualcomm Verdict Adds to Chip Selloff; Taiwan Semiconductor Slips

Zacks Investment Research

TSMC's Record Q3 Earnings & Upbeat Outlook Put These ETFs in Focus

TSMC's record Q3 profit and upbeat Q4 outlook highlight booming AI chip demand. Explore three ETFs with significant TSMC exposure.

TSMC's Record Q3 Earnings & Upbeat Outlook Put These ETFs in Focus

The Motley Fool

Taiwan Semiconductor Manufacturing: 3 Key Takeaways for Long-Term Investors

Full-year 2026 revenue is expected to grow around 44%. Annual capacity for 2-nanometer chips will more than double in 2027.

Taiwan Semiconductor Manufacturing: 3 Key Takeaways for Long-Term Investors

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