TSM Taiwan Semiconductor Manufacturing

$299.80

*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.

Reporting for fiscal period ending 2025-12-31
Expected on Jan 15, 2026
Report Time: Unknown Release Time
The Whisper Number
$2.88
Consensus Estimate: $2.80
Revenue Estimate: $32.67B

Latest Earnings Insight

As TSMC approaches its earnings announcement on July 17, all eyes are on its ability to navigate the evolving semiconductor landscape, particularly given its substantial market cap of approximately $970 billion. The company's projected EPS of $2.34 and revenue estimate of $29.59 billion reflect a robust performance, yet the whisper number of $2.42 suggests that market expectations are slightly higher, indicating optimism about TSMC's capacity to exceed standard forecasts. This anticipation is likely fueled by TSMC's strategic investments in advanced chip manufacturing technologies, which have positioned it as a leader in the industry. Despite the absence of recent news, the company's historical resilience and innovation-driven growth provide a solid foundation for meeting or surpassing these expectations. Investors will be keenly observing how TSMC's strategic initiatives translate into financial performance, particularly in an environment where demand for cutting-edge semiconductor solutions continues to rise.

Updated On 12/31/2025

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.

Website: https://www.tsmc.com

Sector
MANUFACTURING
Industry
SEMICONDUCTORS & RELATED DEVICES
Exchange
NYSE
Country
USA
Currency
USD
Fiscal Year End
December
CIK
1046179
Address
NO. 8, LI-HSIN ROAD 6, SCIENCE-BASED INDUSTRIAL PARK, HSINCHU, TW
Valuation
Market Cap
$787.01B
P/E Ratio
19.81
PEG Ratio
1.02
Price to Book
6.03
Performance
EPS
$7.66
Dividend Yield
1.81%
Profit Margin
41.70%
ROE
31.70%
Technicals
50D MA
$177.32
200D MA
$183.97
52W High
$225.52
52W Low
$124.04
Fundamentals
Shares Outstanding
5B
Target Price
$229.46
Beta
1.31

TSM EPS Estimates vs Actual

● Estimated
● Actual

TSM News & Sentiment

Dec 30, 2025 • Taipei Times BULLISH
TSMC officially begins 2nm chip volume production in Q4 2025
Taiwan Semiconductor Manufacturing Co. (TSMC) has officially started volume production of its 2-nanometer chips in the fourth quarter of 2025, confirming its original roadmap for the next-generation technology. Production is currently centered at Fab 22 in Kaohsiung and utilizes the company's first-generation nanosheet transistor technology, offering significant improvements in performance, power consumption, and transistor density compared to previous generations. TSMC is also developing an enhanced N2P manufacturing process slated for mass production in the second half of 2026.
Dec 30, 2025 • MarketBeat BULLISH
Segment Wealth Management LLC Buys 9,471 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Segment Wealth Management LLC significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 206.3% in the third quarter of 2025, purchasing an additional 9,471 shares to bring its total to 14,063 shares valued at approximately $3.93 million. This increase reflects broader institutional interest in TSMC, which recently reported strong financial results with an EPS of $14.32 and a raised quarterly dividend of $0.9678. Analysts maintain a generally positive outlook, with seven issuing a Buy rating and an average target price of $355.00 for the semiconductor giant.
Dec 30, 2025 • MarketBeat BULLISH
Diversified Trust Co Buys 19,239 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Diversified Trust Co increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 87.9%, purchasing an additional 19,239 shares, bringing its total to 41,127 shares valued at $11.487 million. Analyst sentiment for TSM is broadly positive, with a consensus "Buy" rating and an average price target of $355.00, and the company recently increased its quarterly dividend to $0.9678 per share.
Dec 29, 2025 • Insider Monkey BULLISH
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rebounded Strongly in Q3
Hardman Johnston Global Advisors highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) in its Q3 2025 investor letter, noting the company's strong rebound and critical role in AI infrastructure. TSMC reported robust Q2 earnings, raised full-year revenue guidance to 30% growth, and saw continued momentum driven by demand for leading-edge AI semiconductors. The firm remains confident in TSM due to its near-monopolistic position and attractive valuation.
Dec 29, 2025 • MarketBeat BULLISH
Norris Perne & French LLP MI Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Norris Perne & French LLP MI increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 8.3% in the third quarter, making it the firm's sixth-largest holding. TSM has strong profitability, a significant market cap, and recently increased its quarterly dividend. Despite concerns about its U.S. expansion and earthquake operational risks, analysts maintain a "Buy" rating with an average target price around $355.
Dec 29, 2025 • MarketBeat BULLISH
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Burr Financial Services LLC's 8th Largest Position
Burr Financial Services LLC has significantly increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 25.4% in Q3, making it their 8th largest position. The company is viewed bullishly due to strong AI-driven revenue growth forecasts and positive analyst ratings, despite concerns about U.S. expansion and operational risks from earthquakes. TSM also recently raised its quarterly dividend, reflecting confidence in its financial performance.
Sentiment Snapshot

Average Sentiment Score:

0.412
50 articles with scored sentiment

Overall Sentiment:

Bullish

TSM Reported Earnings

Jul 17, 2025
Jun 30, 2025 (Pre market)
0.16 Surprise
  • Reported EPS: $2.47
  • Estimate: $2.31
  • Whisper: —
  • Surprise %: 6.9%
Apr 17, 2025
Mar 31, 2025 (Pre market)
0.07 Surprise
  • Reported EPS: $2.12
  • Estimate: $2.05
  • Whisper: —
  • Surprise %: 3.4%
Jan 16, 2025
Dec 31, 2024 (Pre market)
0.02 Surprise
  • Reported EPS: $2.24
  • Estimate: $2.22
  • Whisper: —
  • Surprise %: 0.9%
Oct 17, 2024
Sep 30, 2024 (Pre market)
0.15 Surprise
  • Reported EPS: $1.94
  • Estimate: $1.79
  • Whisper: —
  • Surprise %: 8.4%
Jul 18, 2024
Jun 30, 2024 (Post market)
0.05 Surprise
  • Reported EPS: $1.48
  • Estimate: $1.43
  • Whisper: —
  • Surprise %: 3.5%
Apr 18, 2024
Mar 31, 2024 (Pre market)
0.06 Surprise
  • Reported EPS: $1.38
  • Estimate: $1.32
  • Whisper: —
  • Surprise %: 4.5%
Jan 18, 2024
Dec 31, 2023 (Pre market)
0.08 Surprise
  • Reported EPS: $1.45
  • Estimate: $1.37
  • Whisper: —
  • Surprise %: 5.8%
Oct 19, 2023
Sep 30, 2023 (Pre market)
0.12 Surprise
  • Reported EPS: $1.29
  • Estimate: $1.17
  • Whisper: —
  • Surprise %: 10.3%
Jul 20, 2023
Jun 30, 2023 (Pre market)
0.06 Surprise
  • Reported EPS: $1.14
  • Estimate: $1.08
  • Whisper: —
  • Surprise %: 5.6%

Financials