Taiwan Semiconductor Manufactur
TSM
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- TSM is a leader in the semiconductor industry, benefiting from increasing demand for chips across various sectors, including automotive and AI technologies.
- In Q2 2026, TSM reported a revenue of $1.27 trillion, a 12% increase from the previous quarter.
- The company's gross margin improved to 67.7%, up from 66.2% in Q1 2026.
- The semiconductor industry faces cyclical downturns, which can impact TSM's revenue and profitability in the short term.
- In 2023, TSM's revenue was $2.16 trillion, showing a significant increase from $1.15 trillion in 2022, but growth may slow as the market stabilizes.
- The trailing P/E ratio of 35.05 suggests that TSM's stock may be overvalued compared to its earnings growth potential.
Fundamentals
| Market cap | $2.38T | Enterprise value | $16.60T | Trailing P/E | 33.28 | Forward P/E | 20.89 |
| PEG | 0.89 | Price / book | 94.29 | Beta | 1.24 | Dividend yield | 0.82% |
| Revenue growth | 36.0% | Earnings growth | 77.4% | Gross margin | 64.2% | Operating margin | 60.3% |
| Profit margin | 49.9% | ROE | 40.0% | ROA | 19.0% | Debt / equity | 0.17 |
| Current ratio | 2.46 | Free cash flow | $730.83B | Analyst recommendation | strong_buy | Mean target | $555.01 |
| 52w high | $487.47 | 52w low | $266.82 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $1.3T | $1.1T | $1.0T | $989.9B | $933.8B | — |
| Op margin | 60.3% | 58.1% | 54.0% | 50.6% | 49.6% | — |
| Net income | $706.6B | $572.5B | $485.5B | $452.3B | $398.3B | — |
| Gross margin | 67.7% | 66.2% | 62.3% | 59.5% | 58.6% | — |
| Gross profit | $860.3B | $751.3B | $652.0B | $588.5B | $547.4B | — |
| Operating income | $766.6B | $658.9B | $564.9B | $500.7B | $463.4B | — |
- Revenue +12% vs prior quarter ($1.3T vs $1.1T).
- Gross margin 67.7% (was 66.2% prior quarter).
- Operating margin expanded to 60.3%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $3.8T | $2.9T | $2.2T | $2.3T | — |
| Op margin | 50.8% | 45.7% | 42.6% | 49.5% | — |
| Net income | $1.7T | $1.2T | $851.7B | $992.9B | — |
| Gross margin | 59.9% | 56.1% | 54.4% | 59.6% | — |
| Gross profit | $2.3T | $1.6T | $1.2T | $1.3T | — |
| Operating income | $1.9T | $1.3T | $921.4B | $1.1T | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · GlobalFoundries and TSMC agree on $2bn US silicon interposer supply deal
2026-10-09 · 3 Great Growth Stocks To Own In October 2026
2026-10-09 · AMD CEO delivers stark warning on chip market’s future
2026-10-09 · TSMC's $46.7 billion quarter leaves 1 question for investors
2026-10-08 · Jim Cramer On GE Vernova (GEV) & Vertiv (VRT): Two Stocks To Buy Due To The Jobs
2026-10-08 · Stocks to Watch Recap: Intel, Samsung, PepsiCo, TSMC
2026-10-08 · Western Digital Stock And 2 More AI Infrastructure Picks
2026-10-08 · Broadcom Stocks Fall 2.2% Despite TSMC's Record AI Quarter
2026-10-08 · AMD Stocks Fall 1.5% Despite TSMC's Record AI Demand Signal
2026-10-08 · TSMC (TSM) Declines More Than Market: Some Information for Investors
Price (daily)
Full chart · RSI · MACD · patternsOn Trade and Ticker
- 2026-10-08 · Midday UpdateStocks Slip as Oil Holds Near $106; Energy Rises, Chips Lag
- 2026-10-08 · Morning BriefFutures Fall as Oil Jumps 4%; PepsiCo Cuts Outlook, Chip Stocks Slide
- 2026-10-06 · Closing WrapConstellation Energy and Google, Marvell's AI Forecast, Option Care, Constellation Brands
- 2026-10-05 · Morning BriefFutures Flat; PTC Soars on Schneider Deal as Intel Slips Ahead of ISM
- 2026-10-05 · Midday UpdateNasdaq Hits Record as Yields Climb; PTC and RXO Jump on Buyout Deals
- 2026-10-05 · Closing WrapSchneider Buys PTC, Nvidia Hits a Record, Intel Slips, C.H. Robinson Buys RXO