Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
5
institutions
Market cap
$2.2T
5,186M shares
52-week range
$257.98 – $479.00
73% from low
Exchange
NYSE
ADRC
P/S (TTM)
0.5
EV / FCF (TTM)
0.1
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.
www.tsmc.comNo one on the platform currently holds TSM.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,389,530 | $469.6M |
| Appaloosa LPas of 2026-03-31 | 1,327,500 | $448.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-12-10 | $1.0854 | 2027-01-07 |
| 2026-09-16 | $1.1075 | 2026-10-08 |
| 2026-06-11 | $0.9393 | 2026-07-09 |
| 2026-03-17 | $0.9390 | 2026-04-09 |
| 2025-12-11 | $0.7954 | 2026-01-08 |
| 2025-09-16 | $0.8220 | 2025-10-09 |
| 2025-06-12 | $0.7803 | 2025-07-10 |
| 2025-03-18 | $0.6777 | 2025-04-10 |
| 2024-12-12 | $0.6081 | 2025-01-09 |
| 2024-09-12 | $0.6248 | 2024-10-09 |
No one on the platform has traded TSM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 45.0% | 35.6% | 32.3% | — | — | — |
| Rev. Growth % | 33.0% | 23.5% | ||||
| Profit Margin % | 45.1% | 41.1% | 38.2% | |||
| Free Cash Flow Margin % | 28.5% | 22.3% | 21.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +23.9% on the P/E track.
At today's price, your expected annual return is +30.9% on the P/E track.
At today's price, your expected annual return is +35.6% on the P/E track.
| 1,077,079 |
| $364.0M |
| Renaissance Technologiesas of 2026-03-31 | 567,960 | $191.9M |
| Third Point LLCas of 2026-03-31 | 275,000 | $92.9M |
| 2024-06-13 | $0.5399 | 2024-07-11 |
| 2024-03-18 | $0.5456 | 2024-04-11 |
| Execution date | Ratio |
|---|---|
| 2009-07-15 | 1.0019999-for-1 |
| 2009-07-15 | 1.0029998-for-1 |
| 2008-07-16 | 1.0020167-for-1 |
| 2008-07-16 | 1.003025-for-1 |
| 2007-06-08 | 1.0019996-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.42T | +42.3% | $538.12 | $425.30–$566.09 | 0.8× | 11 |
| 2027 | $7.29T | +34.5% | $703.64 | $554.61–$817.15 | 0.6× | 11 |
| 2028 | $9.18T | +25.9% | $887.08 | $800.70–$980.48 | 0.5× | 5 |
| 2029 | $11.65T | +27.0% | $1100.32 | $993.18–$1216.18 | 0.4× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-16 | $3.87 | $4.31 | +11.4% |
| 2026-04-15 | $3.31 | $3.49 | +5.4% |
| 2026-01-15 | $2.90 | $3.09 | +6.6% |
| 2025-10-16 | $2.63 | $2.92 | +11.0% |
| 2025-07-17 | $2.38 | $2.50 | +5.0% |
| 2025-05-15 | $2.07 | $2.14 | +3.4% |
| 2025-01-16 | $2.20 | $2.19 | -0.5% |
| 2024-11-14 | $1.79 |
| $1.95 |
| +8.9% |
| -6.04% |
| $81.5B |
| — |
| AVGOBroadcom Inc. | $344.72 | -4.77% | $1.64T | — |
| DIODDiodes Incorporated | $90.31 | -4.95% | $4.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TSM (+0.6% pre) MediaTek launches new mobile chip using TSMC's most advanced technology (The move is part of a broader effort to gain ground on U.S. rival Qualcomm $QCOM) - Reuters https://ooc.bz/l/114177
View on StockTwits ↗$TSM TSMC Co-COO Says Cautious With AI a ‘Three-Year-Old Superman’ - BBG https://ooc.bz/l/114176
View on StockTwits ↗
$SNDK $MU $NVDA $INTC $TSM ALL chip stocks are recovering premarket this morning. hope this recovery has legs for the rest of the day
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$TSM Share Price: $418.45 Contract Selected: Oct 09, 2026 $420 Calls Buy Zone: $11.61 – $14.34 Target Zone: $18.47 – $22.57 Potential Upside: 50% ROI Time to Expiration: 23 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
$TSM !tarchish ha'imim shel ha'u"m: 400 milyon iskim barchavi ha'olam badrach likrisa ha'u"m mefarsem doch hadsh umazhir: hamlachama be'iran alula lehuvil likristam shel me'ot milyoni iskim ● pridrich meretz bital shicha im tramp le'achar sheha'achron birach et miflaget himin hakitzoni hagramanit ● uvatzed hashani shel ha'olam - kori'a hatsonit banta mitkan hadsh leha'ashret ornium
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TSMC’s 3nm, 2nm and CoWoS Capacity Remain Undersupplied TSMC’s 3nm and 2nm process capacity, along with CoWoS advanced packaging, remain persistently undersupplied as the calendar moves into lat... https://bigbreakingwire.in/bbw-live-news-blog-today/#pennion-live-blogging-update-10973 $TSM $NVDA $AAPL $AMZN $QQQ
View on StockTwits ↗
$DRAM $NBIS $NVDA $SMCI $TSM You gotta pay attention to The Boss!
View on StockTwits ↗
$AMAT $LRCX $ASML $TSM $INTC Brutal day for these names, especially Applied Materials and Lam Research. We're all cash right now and have some great trade ideas for tomorrow. Check out our profile and join Bullseye Private Alerts. First 2 weeks are on us.
View on StockTwits ↗
🟢 $TSM 427.5C Sep 18 💰 $77,000 premium 💵 $3.85/contract 📊 3.9x Vol/OI 📍 Spot $422.94 🚨 Repeat sweep 🌊 Dark Flow | Options Flow
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$TSM $Lumentum Hldgs Inc Do not be fooled; no one will slow down AI development. Neither USA nor China. Very bullish until 2030. It is a strategic race. Confirmed orders until 2030 will triple Semiconductor chips from the current level. I am working in SF bay area and I know what I am talking about. This is the crown jewel
View on StockTwits ↗$SNDK $MU $INTC $NVDA $TSM personally, i am not worried. as long as the government doesnt put guard rails for the frontier labs, which was confirmed by Trump this weekend, we will recover. and like Trump said, doing so can only help china, and give them time to catch up. and what frontier lab would voluntarily and unilaterally disarm, as much as they talk about it in public? not gonna happen
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$INTC $TSM $AVGO I’m staying the course: Ai wreck is an opportunity .
View on StockTwits ↗$TSM $INTC $AVGO and all AI down on unwarranted crisis created to get in! This is total nonsense! Here go the Panicans and the politicians again
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.