Taiwan Semiconductor Manufacturing (TSM · NYSE)
TSM · MARKET VIEW
Market view · as of Jun 22, 2026
Revenue (TTM)
$4.10T
+35.1% YoY
Gross margin
61.9%
EPS (latest q)
$3.49
vs $3.22 est · beat
52-wk position
100.0%
0.0% vs 52w high · +15.3% 1mo
Price (last ~year)
Taiwan Semiconductor Manufacturing (TSM) shares have risen 34.9% over the last three months, supported by a 35.1% year-over-year revenue increase and 58.4% earnings growth. In the quarter ending March 31, 2026, the company reported $1.13 trillion in revenue and a 61.9% gross margin, marking its fourth consecutive earnings beat. With a market capitalization of $2.40 trillion, the foundry continues to report growth amid sustained demand for advanced AI chip production.
Valuation
- Market cap
- $2.40T
- P/E
- 39.67
- PEG
- 1.439
- P/B
- 12.85
- P/S
- 0.584
- EV/EBITDA
- 20.12
- Beta
- 1.25
- Analyst target
- $473.4
Quality & returns
- Gross margin
- 61.9%
- Operating margin
- 58.1%
- Profit margin
- 46.5%
- ROE
- 36.2%
- ROA
- 17.3%
Price movement
- Last
- $462.12
- 1-month
- +15.3%
- 3-month
- +34.9%
- RSI (14)
- 62
- vs SMA200
- +38.5%
- 52-wk position
- 100.0% 0.0% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $1.13T | $657.29B | $572.48B | $853.25B |
| 2025-12-31 | $1.06T | $569.13B | $510.52B | $760.11B |
| 2025-09-30 | $989.92B | $500.69B | $452.30B | $688.16B |
| 2025-06-30 | $933.79B | $463.42B | $398.27B | $856.23B |
Recent news
- Somewhat-Bullish Han Kuo-yu heads cross-party delegation on US visit · 2026-06-21
- Somewhat-Bullish Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Opened Up by 6.86% on Jun 21: A Full Analysis · 2026-06-21
- Bullish Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Opened Up by 6.86% on Jun 20: What Signal Does It Send? · 2026-06-20
- Somewhat-Bullish Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry · 2026-06-19
- Somewhat-Bullish Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat · 2026-06-19
- Bullish 2330 Stock 12‑Month Price Target Raised to TWD 2726.15, Implies 14% Upside · 2026-06-18
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)