Taiwan Semiconductor Manufacturing (TSM · NYSE)
TSM · MARKET VIEW
Market view · as of Sep 14, 2026
Revenue (TTM)
$4.44T
+36.0% YoY
Gross margin
64.2%
EPS (latest q)
$4.31
vs $3.87 est · beat
52-wk position
80.0%
-9.3% vs 52w high · +0.6% 1mo
Price (last ~year)
Taiwan Semiconductor Manufacturing (TSM) maintains its position as the world’s largest semiconductor foundry with a $2.25 trillion market capitalization, supported by 36.0% year-over-year revenue growth and a 77.4% increase in earnings. The company has surpassed analyst earnings estimates for four consecutive quarters, with recent reports showing a 53% year-over-year surge in monthly revenue. Trading at a P/E of 31.95 and a PEG of 0.816, the firm maintains a 64.2% gross margin.
Valuation
- Market cap
- $2.25T
- P/E
- 31.95
- PEG
- 0.816
- P/B
- 11.0
- P/S
- 0.506
- EV/EBITDA
- 17.8
- Beta
- 1.247
- Analyst target
- $551.26
Quality & returns
- Gross margin
- 64.2%
- Operating margin
- 60.3%
- Profit margin
- 49.9%
- ROE
- 40.0%
- ROA
- 19.0%
Price movement
- Last
- $433.24
- 1-month
- +0.6%
- 3-month
- +1.7%
- RSI (14)
- 59
- vs SMA200
- +15.5%
- 52-wk position
- 80.0% -9.3% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $1.27T | $766.60B | $706.56B | $896.27B |
| 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 |
Recent news
- Somewhat-Bullish Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand · 2026-09-10
- Bullish World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high · 2026-09-10
- Somewhat-Bullish Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3% · 2026-09-08
- Bullish ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV · 2026-09-08
- Neutral Why Taiwan’s Silicon Shield Is Failing · 2026-09-07
- Neutral Where Does AMD Make Its Processors? · 2026-09-07
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)