TSMC
TSM
Market cap $1.19T

230.40 USD

+0.64

0.28%

At close Jul 11, 4:00 PM EDT

After hours

230.30

-0.10

0.04%

1 day

0.28%

5 days

-0.53%

1 month

7.61%

3 months

46.68%

6 months

14.42%

Year to date

14.30%

1 year

24.88%

5 years

254.08%

10 years

907.87%

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

Technology Semiconductors

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

31% more repeat investments, than reductions

Existing positions increased: 1,072 | Existing positions reduced: 816

7% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 216

0.03% less ownership

Funds ownership: 3.21% [Q4 2024] → 3.18% (-0.03%) [Q1 2025]

2% less funds holding

Funds holding: 2,417 [Q4 2024] → 2,380 (-37) [Q1 2025]

8% less funds holding in top 10

Funds holding in top 10: 246 [Q4 2024] → 227 (-19) [Q1 2025]

17% less capital invested

Capital invested by funds: $166B [Q4 2024] → $137B (-$28.9B) [Q1 2025]

39% less call options, than puts

Call options by funds: $9.39B | Put options by funds: $15.5B

See Fund Rankings

Research analyst outlook

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

Low target

$240

4%

upside

Avg. target

$255

11%

upside

High target

$270

17%

upside

3 analyst ratings

3 positive

100%

0 neutral

0%

0 negative

0%

Needham Charles Shi	17%upside $270	Buy Maintained	1 Jul 2025
Susquehanna Mehdi Hosseini	11%upside $255	Positive Maintained	17 Jun 2025
Barclays Simon Coles	4%upside $240	Overweight Maintained	3 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 134 articles about TSM published over the past 30 days

TSMC: Get In Before We See New All-Time Highs

TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.

TSMC: Get In Before We See New All-Time Highs

TSMC: The Risk Has Decreased, But The Company Is Still Undervalued

TSMC remains a core holding in my portfolio due to its dominant market position, critical role in global tech, and unmatched competitive advantages. International expansion is reducing geopolitical risk, supporting a fair valuation multiple, while strong earnings growth potential remains intact. AI-driven demand is fueling impressive earnings growth, and I expect upward revisions to analyst estimates and guidance in upcoming quarters.

TSMC: The Risk Has Decreased, But The Company Is Still Undervalued

The Motley Fool

5 Top Bargain Stocks Ready for a Bull Run

Despite the market recently rebounding to hit new highs earlier this month, there are still bargains to be found in the tech space.

5 Top Bargain Stocks Ready for a Bull Run

Bloomberg Markets and Finance

TSMC Sales Surge by 39% as AI Spending Boom Persists

TSMC, the world's largest contract chipmaker, sees impressive growth driven by AI. Bloomberg Intelligence senior technology analyst Mandeep Singh on the AI boom, Musk's Grok 4, and the AI talent war.

TSMC Sales Surge by 39% as AI Spending Boom Persists

Proactive Investors

TSMC reports record Q2 revenue despite margin pressure from currency shift

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted an all-time high revenue of $30.5 billion for the second quarter, though margin concerns weighed on investor sentiment as a stronger Taiwanese dollar pressured profitability. The world's largest contract chipmaker reported June revenue of NT$263.7 billion ($8.5 billion), up 26.9% from a year earlier but down from NT$320.5 billion in May, marking the weakest month-on-month growth for June in the past four years.

TSMC reports record Q2 revenue despite margin pressure from currency shift

DAL Soars After Earnings, TSM June Revenue Up 27%

Delta Airlines (DAL) rallied more than 10% after posting strong earnings that showed little turbulence from tariffs. Jenny Horne credits the company's higher-income customer base adding support to its earnings takeoff.

DAL Soars After Earnings, TSM June Revenue Up 27%

Zacks Investment Research

3 Stocks to Buy as Semiconductor Sales Skyrocket on AI Optimism

TSM, AEIS, and RFIL are poised to gain as surging AI-driven chip demand fuels a sharp rebound in semiconductor sales.

3 Stocks to Buy as Semiconductor Sales Skyrocket on AI Optimism

TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia.

Taiwan Semiconductor Manufacturing expects revenue from AI-related chips to double in 2025.

TSMC Sales Surge. It Might Be an Even Bigger AI Chip Winner than Nvidia.

TSMC's First-Half Revenue Surges 40% on Booming AI Demand

Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, posted a first-half revenue surge of 40% on booming AI demand, though June revenue dropped over the previous month.

TSMC's First-Half Revenue Surges 40% on Booming AI Demand

Investors Business Daily

Taiwan Semiconductor Stock Rises On Strong June Sales

Taiwan Semiconductor Manufacturing on Thursday reported sales for the month of June that topped expectations. TSM stock rose on the news.

Taiwan Semiconductor Stock Rises On Strong June Sales

See News Rankings

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