164.18 USD
+6.37
4.04%
At close Apr 24, 4:00 PM EDT
After hours
165.00
+0.82
0.50%
1 day
4.04%
5 days
5.21%
1 month
-9.37%
3 months
-26.01%
6 months
-17.05%
Year to date
-18.55%
1 year
23.47%
5 years
211.36%
10 years
559.09%
 

About: Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with mid-60s market share in 2024. 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 customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 73,000 people.

Employees: 83,825

0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

250% more first-time investments, than exits

New positions opened: 402 | Existing positions closed: 115

20% more funds holding in top 10

Funds holding in top 10: 205 [Q3] → 245 (+40) [Q4]

18% more capital invested

Capital invested by funds: $141B [Q3] → $166B (+$24.8B) [Q4]

16% more repeat investments, than reductions

Existing positions increased: 929 | Existing positions reduced: 802

11% more funds holding

Funds holding: 2,155 [Q3] → 2,400 (+245) [Q4]

0.07% more ownership

Funds ownership: 3.14% [Q3] → 3.21% (+0.07%) [Q4]

35% less call options, than puts

Call options by funds: $11.3B | Put options by funds: $17.5B

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$215
31%
upside
Avg. target
$230
40%
upside
High target
$250
52%
upside

3 analyst ratings

positive
100%
neutral
0%
negative
0%
Barclays
Simon Coles
29% 1-year accuracy
2 / 7 met price target
31%upside
$215
Overweight
Maintained
21 Apr 2025
Susquehanna
Mehdi Hosseini
11% 1-year accuracy
4 / 38 met price target
52%upside
$250
Positive
Maintained
17 Apr 2025
Needham
Charles Shi
0% 1-year accuracy
0 / 71 met price target
37%upside
$225
Buy
Reiterated
17 Apr 2025

Financial journalist opinion

Based on 176 articles about TSM published over the past 30 days

Positive
Reuters
7 hours ago
Intel CEO says he met with TSMC CEO to discuss collaboration
Intel CEO Lip-Bu Tan met recently with Taiwan Semiconductor Manufacturing Co's CEO to discuss how the two companies could collaborate, Tan said during a conference call with analysts on Thursday.
Intel CEO says he met with TSMC CEO to discuss collaboration
Positive
The Motley Fool
11 hours ago
Why Taiwan Semiconductor Manufacturing Stock Is Jumping Today
Following gains in Tuesday and Wednesday's trading, Taiwan Semiconductor Manufacturing (TSM 4.20%) stock is moving higher again Thursday trading. The contract semiconductor fabrication leader's share price was up 4.2% as of 2:30 p.m.
Why Taiwan Semiconductor Manufacturing Stock Is Jumping Today
Neutral
24/7 Wall Street
15 hours ago
Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (April 2025)
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $226.40 earlier this year.
Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (April 2025)
Negative
The Motley Fool
18 hours ago
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Taiwan Semiconductor Manufacturing (TSM 4.09%) is caught in the crosshairs of rising tariffs.
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Neutral
The Motley Fool
21 hours ago
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now
Tariff uncertainty and escalating trade tensions between the United States and China have begun weighing on the broader stock market. The technology-leaning Nasdaq Composite index was roughly 20% off its high as of Tuesday afternoon as the market turns away from various AI stocks that have performed well since 2023.
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now
Positive
Zacks Investment Research
1 day ago
TSM vs. GFS: Which Semiconductor Stock is Poised to Lead in 2025?
Taiwan Semiconductor Manufacturing Company TSM and GlobalFoundries GFS are two of the most prominent players in the global semiconductor foundry space, but they offer very different propositions. TSM leads in cutting-edge chip manufacturing with a dominant market share, while GFS targets differentiated processes and specialty technologies.
TSM vs. GFS: Which Semiconductor Stock is Poised to Lead in 2025?
Positive
Reuters
1 day ago
TSMC shows off new tech for stitching together bigger, faster chips
Taiwan Semiconductor Manufacturing Co on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate sized packages that will boost performance needed for artificial intelligence applications.
TSMC shows off new tech for stitching together bigger, faster chips
Neutral
Business Wire
1 day ago
TSMC Unveils Next-Generation A14 Process at North America Technology Symposium
SANTA CLARA, Calif.--(BUSINESS WIRE)--TSMC (TWSE: 2330, NYSE: TSM) today unveiled its next cutting-edge logic process technology, A14, at the Company's North America Technology Symposium. Representing a significant advancement from TSMC's industry-leading N2 process, A14 is designed to drive AI transformation forward by delivering faster computing and greater power efficiency. It is also expected to enhance smartphones by improving their on-board AI capabilities, making them even smarter. Plann.
TSMC Unveils Next-Generation A14 Process at North America Technology Symposium
Positive
Seeking Alpha
1 day ago
Why TSMC's Solid Q1 Earnings Isn't Creating Market-Beating Price Movements
Taiwan Semiconductor Manufacturing Company, aka TSMC, reported strong Q1 results, yet the stock underperformed relative to the S&P 500 despite solid earnings. TSMC projects a 16% revenue increase and 24% EPS growth for FY 2025, though this represents slower growth compared to previous years. The ongoing U.S.-China tariff war impacts market sentiment, but TSMC's exposure to China has significantly decreased, mitigating direct risks to TSM shareholders.
Why TSMC's Solid Q1 Earnings Isn't Creating Market-Beating Price Movements
Neutral
The Motley Fool
1 day ago
Why AMD, Broadcom, and Taiwan Semiconductor Manufacturing Stocks Rallied on Wednesday
The uncertainty that has gripped the market recently has been palpable. Concerns about the on-again, off-again tariffs, a high-profile spat between the White House and the Federal Reserve Bank, and the ongoing trade war with China have raised concerns about the impact on the broader economy and led to historic volatility.
Why AMD, Broadcom, and Taiwan Semiconductor Manufacturing Stocks Rallied on Wednesday
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