TSM

Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM) | Rumor.io

Taiwan Semiconductor Manufacturing

TSM

Attention (50-day avg)0.44%

Attention rank (50-day avg)#38

Bullish sentiment (50-day avg)76%

Price to earnings ratio33.6

Market capitalization2.3T

Earnings per share13.4

Dividend yield (TTM)0.99%

Revenue (annual)3.8T

Net income (annual)1.7T

Social

What share of all stock conversation is about TSM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.15% -0.09	0.33% -0.21	0.55% +0.19	0.58% +0.2

Sep 30

Synopsys and TSMC expand collaboration on EDA tools and IP solutions for advanced AI chip design, addressing growing demand for AI-optimized design enablement at cutting-edge process nodes.
TSMC has surpassed ASML in profitability, with a significant margin difference between the two companies.
TSMC's stock is being driven by Nvidia's $150B buyback and the growing demand for AI infrastructure, which is expected to fuel the long-term thesis for Taiwan Semiconductor Manufacturing Company Limited.

Generated by AI

Sentiment

Of the messages about TSM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	63.76% -17.86	80.05% -13.36	70.8% -21.7	84.56% +1.01
Bearish	36.24% +17.86	19.95% +13.36	29.2% +21.7	15.44% -1.01

Bullish· Sep 29

$TSM is still undervalued by at least 21% based on 2027 numbers, with a conservative estimate suggesting a stock price of $550 and a 21.4% upside.
TSMC is allocating 33.58% of sales to capex for its 2nm Silicon Prairie expansion, sparking a structural surge for semiconductor equipment suppliers.
$TSM has surged above $400 after trading below $200 in early 2025, and its GF Value sits at $363.95, with GuruFocus currently rating it Modestly Overvalued.

Bearish· Sep 17

$TSM's wafer costs are increasing, leading to higher prices for AMD's chips, which may impact AI accelerators and consumer GPUs starting in Q4.
The price increase may be up to 10% as AMD tries to pass on the higher wafer costs from Taiwan Semiconductor Manufacturing Company Limited ($TSM).
AMD's heavy reliance on $TSM makes it vulnerable to fluctuations in wafer costs, which could lead to further price increases and impact the company's profitability.

Generated by AI

Topics

Of the messages about TSM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	29.52%	13.66%	15.46%	11.54%
Technical Analysis	0%	25.56%	21.06%	3.53%
Macro	35.24%	30.67%	32.27%	43.04%
Announcements	27.62%	5.09%	3.18%	24.28%
Analysts	7.62%	25%	28.02%	17.35%
Controversies	0%	0.01%	0.01%	0.26%

Earnings· Sep 10

TSMC reported a 53.3% increase in August revenue compared to the same period last year, with a total of NT$514.8 billion.
The company's August revenue also saw a 10.1% increase from July, with a strong demand for AI chips driving the growth.
Chairman C.C. Wei expects US-dollar revenue to grow more than 40% in 2026, as the company continues to benefit from the exponential growth of the AI industry.

Analysts· Aug 23

Analysts may prefer TSM due to its larger moat and lower valuation compared to AVGO.
The company's significant market share and competitive advantage in the semiconductor industry are major factors in its valuation.
TSM's focus on advanced packaging technology and its partnership with SKHynix for the development of high-bandwidth memory (HBM) are key drivers of its growth.

Announcements· Sep 28

$TSM is accelerating expansion of its 2nm capacity in response to increased demand from major customers, including Apple, Nvidia, AMD, Qualcomm, and MediaTek.
$TSM's monthly 2nm capacity is expected to reach 120,000 wafers by the end of 2026, a significant ramp-up from current levels that indicates strong customer demand and $TSM's commitment to maintain process leadership.
$TSM has committed to invest over $65 billion to build three advanced semiconductor fabrication facilities in Arizona to manufacture 2-nanometer AI chips domestically.

Controversies· Jan 12

The US is nearing a trade deal with Taiwan that would cut tariffs on Taiwan exports to 15% and includes TSMC commitments to build at least five additional semiconductor facilities in Arizona.
TSMC would agree to build at least 5 more Arizona semiconductor facilities under the proposed trade deal, which would secure major new investments from Taiwan Semiconductor Manufacturing Co.
The trade deal terms are still being finalized, but it is expected to reduce tariffs on Taiwan's exports to the US and secure significant investments from TSMC in the US semiconductor industry.

Macro· Sep 29

TSMC is reportedly considering a second US mega-campus in Texas, which could include six advanced-node fabs and exceed the $265 billion committed to Arizona.
TSMC has a massive capex pipeline driven by advanced silicon demand from chipmakers like Nvidia, which is sparking a structural surge for semiconductor equipment suppliers.
TSMC's forward price-to-earnings (P/E) ratio is 20.4, lower than Intel's 58.6, despite posting a Q2 net margin of 55.6% and having a significant market share in leading-edge chip manufacturing.

Technical Analysis· Sep 8

$TSM is at an important key level, with a successful reclaim of $435 needed to validate the bullish structure and confirm a new uptrend.
The stock has bounced off its critical support line, up 15% from trough to peak, and is now trading around $439, with a key level at $436 and the next major level at $479 ATH zone.
$TSM is setting up nicely, with the potential for a break out if it can hold above $434, but has met resistance at this mark in the past and crashed, making it unclear if this time will be different.

Generated by AI

Community

Of the messages about TSM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	78.67%	78.2%	85.08%	36.2%
Newcomers	21.33%	21.8%	14.92%	63.8%

Regulars· Sep 30

Synopsys and TSM expand collaboration on EDA tools and IP solutions for advanced AI chip design, deepening their partnership to address growing demand for AI-optimized design enablement.
TSMC's margin difference with ASML has never been bigger, with TSM's stock and ASML's stock being compared.
TSM's long-term thesis is driven by its ability to maintain high manufacturing margins, particularly in advanced packaging silicon signals, which are influenced by cutting-edge die architecture and engineering realities.

Newcomers· Sep 29

The newcomer focus on Taiwan Semiconductor Manufacturing Company Limited is on its upcoming earnings report, which is expected to be in focus during October's earnings season.
Newcomers are highlighting the company's strong Q2 performance, with a net margin of 55.6%, and comparing it to Intel's forward price-to-earnings ratio.
The AI revenue of Taiwan Semiconductor Manufacturing Company Limited is expected to hit $100B in 2027, with analysts projecting a significant increase from 2025 to 2027.

Generated by AI

News

TSMC weighs Texas investment to expand U.S. chip production: report (TSM:NYSE)

TSMC may invest in Texas to expand U.S. chip production beyond its $265B Arizona buildout, boosting 2nm prospects and equipment makers—read more now.

1h agoSeeking Alpha

TSMC evaluates potential Texas investment, sources say

2h agoreuters.com

TSMC: Market Is Mistaken In Pricing In A Big AI Slowdown (NYSE:TSM)

TSM leads AI foundry demand as hyperscalers and labs scale up. Click to read my analysis for more details on TSM stock, including pros and cons.

16h agoSeeking Alpha

Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race

More capacity may unlock another wave of equipment spending.

16h agoYahoo Finance

TSMC Stock Moves Higher as AI Revival Meets Capacity Risk

JPMorgan favors semiconductors, but TSMC must turn sustained spending into profitable leading-edge and packaging utilization.

17h agoYahoo Finance

TSMC's 2nm Push Could Create a New Winner in the AI Chip Boom

Wells Fargo sees TSMC's potential increase in advanced-chip production as an additional opportunity for semiconductor equipment companies.

17h agoYahoo Finance

Also Discussed

Investors talking about TSM also mention

#	Name	Attention
1	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02
2	Intel CorporationINTC	0.65%-0.11
3	Broadcom IncAVGO	0.42%-0.26
4	Advanced Micro Devices Inc.AMD	0.98%-0.98
5	QUALCOMM IncorporatedQCOM	0.11%+0.03
6	Applied Materials Inc.AMAT	0.01%+0.01
7	Micron Technology Inc.MU	17.5%+10.14
8	Lam Research Corp.LRCX	0.02%-0.01
9	Super Micro Computer Inc.SMCI	0.1%+0
10	Texas Instruments Inc.TXN	0%0

Taiwan Semiconductor Manufacturing Co. Ltd. ADR

Technology
Semiconductors

Taiwan Semiconductor Manufacturing Co. Ltd. ADR is a leading semiconductor foundry business that manufactures integrated circuits and wafer-based chips for customers across the technology supply chain. The company supports a broad range of current applications, including high-performance computing, smartphones, automotive systems, industrial equipment, and consumer electronics. Its advanced manufacturing services are central to the global production of logic and other semiconductor devices, making it a critical partner for chip designers that do not operate their own fabrication facilities. Taiwan Semiconductor Manufacturing Co. Ltd. ADR serves a diverse international customer base and operates at the core of the semiconductor manufacturing market, where precision, scale, and process technology are essential to meeting demand across computing, communications, and connected-device industries.

Website

Location

Hsinchu Science Park

Hsinchu City, 300096

Taiwan

Social

What share of all stock conversation is about TSM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.15% -0.09	0.33% -0.21	0.55% +0.19	0.58% +0.2

Sep 30

Synopsys and TSMC expand collaboration on EDA tools and IP solutions for advanced AI chip design, addressing growing demand for AI-optimized design enablement at cutting-edge process nodes.
TSMC has surpassed ASML in profitability, with a significant margin difference between the two companies.
TSMC's stock is being driven by Nvidia's $150B buyback and the growing demand for AI infrastructure, which is expected to fuel the long-term thesis for Taiwan Semiconductor Manufacturing Company Limited.

Generated by AI

Sentiment

Of the messages about TSM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	63.76% -17.86	80.05% -13.36	70.8% -21.7	84.56% +1.01
Bearish	36.24% +17.86	19.95% +13.36	29.2% +21.7	15.44% -1.01

Bullish· Sep 29

$TSM is still undervalued by at least 21% based on 2027 numbers, with a conservative estimate suggesting a stock price of $550 and a 21.4% upside.
TSMC is allocating 33.58% of sales to capex for its 2nm Silicon Prairie expansion, sparking a structural surge for semiconductor equipment suppliers.
$TSM has surged above $400 after trading below $200 in early 2025, and its GF Value sits at $363.95, with GuruFocus currently rating it Modestly Overvalued.

Bearish· Sep 17

$TSM's wafer costs are increasing, leading to higher prices for AMD's chips, which may impact AI accelerators and consumer GPUs starting in Q4.
The price increase may be up to 10% as AMD tries to pass on the higher wafer costs from Taiwan Semiconductor Manufacturing Company Limited ($TSM).
AMD's heavy reliance on $TSM makes it vulnerable to fluctuations in wafer costs, which could lead to further price increases and impact the company's profitability.

Generated by AI

Topics

Of the messages about TSM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	29.52%	13.66%	15.46%	11.54%
Technical Analysis	0%	25.56%	21.06%	3.53%
Macro	35.24%	30.67%	32.27%	43.04%
Announcements	27.62%	5.09%	3.18%	24.28%
Analysts	7.62%	25%	28.02%	17.35%
Controversies	0%	0.01%	0.01%	0.26%

Earnings· Sep 10

TSMC reported a 53.3% increase in August revenue compared to the same period last year, with a total of NT$514.8 billion.
The company's August revenue also saw a 10.1% increase from July, with a strong demand for AI chips driving the growth.
Chairman C.C. Wei expects US-dollar revenue to grow more than 40% in 2026, as the company continues to benefit from the exponential growth of the AI industry.

Analysts· Aug 23

Analysts may prefer TSM due to its larger moat and lower valuation compared to AVGO.
The company's significant market share and competitive advantage in the semiconductor industry are major factors in its valuation.
TSM's focus on advanced packaging technology and its partnership with SKHynix for the development of high-bandwidth memory (HBM) are key drivers of its growth.

Announcements· Sep 28

$TSM is accelerating expansion of its 2nm capacity in response to increased demand from major customers, including Apple, Nvidia, AMD, Qualcomm, and MediaTek.
$TSM's monthly 2nm capacity is expected to reach 120,000 wafers by the end of 2026, a significant ramp-up from current levels that indicates strong customer demand and $TSM's commitment to maintain process leadership.
$TSM has committed to invest over $65 billion to build three advanced semiconductor fabrication facilities in Arizona to manufacture 2-nanometer AI chips domestically.

Controversies· Jan 12

The US is nearing a trade deal with Taiwan that would cut tariffs on Taiwan exports to 15% and includes TSMC commitments to build at least five additional semiconductor facilities in Arizona.
TSMC would agree to build at least 5 more Arizona semiconductor facilities under the proposed trade deal, which would secure major new investments from Taiwan Semiconductor Manufacturing Co.
The trade deal terms are still being finalized, but it is expected to reduce tariffs on Taiwan's exports to the US and secure significant investments from TSMC in the US semiconductor industry.

Macro· Sep 29

TSMC is reportedly considering a second US mega-campus in Texas, which could include six advanced-node fabs and exceed the $265 billion committed to Arizona.
TSMC has a massive capex pipeline driven by advanced silicon demand from chipmakers like Nvidia, which is sparking a structural surge for semiconductor equipment suppliers.
TSMC's forward price-to-earnings (P/E) ratio is 20.4, lower than Intel's 58.6, despite posting a Q2 net margin of 55.6% and having a significant market share in leading-edge chip manufacturing.

Technical Analysis· Sep 8

$TSM is at an important key level, with a successful reclaim of $435 needed to validate the bullish structure and confirm a new uptrend.
The stock has bounced off its critical support line, up 15% from trough to peak, and is now trading around $439, with a key level at $436 and the next major level at $479 ATH zone.
$TSM is setting up nicely, with the potential for a break out if it can hold above $434, but has met resistance at this mark in the past and crashed, making it unclear if this time will be different.

Generated by AI

Community

Of the messages about TSM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	78.67%	78.2%	85.08%	36.2%
Newcomers	21.33%	21.8%	14.92%	63.8%

Regulars· Sep 30

Synopsys and TSM expand collaboration on EDA tools and IP solutions for advanced AI chip design, deepening their partnership to address growing demand for AI-optimized design enablement.
TSMC's margin difference with ASML has never been bigger, with TSM's stock and ASML's stock being compared.
TSM's long-term thesis is driven by its ability to maintain high manufacturing margins, particularly in advanced packaging silicon signals, which are influenced by cutting-edge die architecture and engineering realities.

Newcomers· Sep 29

The newcomer focus on Taiwan Semiconductor Manufacturing Company Limited is on its upcoming earnings report, which is expected to be in focus during October's earnings season.
Newcomers are highlighting the company's strong Q2 performance, with a net margin of 55.6%, and comparing it to Intel's forward price-to-earnings ratio.
The AI revenue of Taiwan Semiconductor Manufacturing Company Limited is expected to hit $100B in 2027, with analysts projecting a significant increase from 2025 to 2027.

Generated by AI

Taiwan Semiconductor Manufacturing

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 17

Earnings· Sep 10

Analysts· Aug 23

Announcements· Sep 28

Controversies· Jan 12

Macro· Sep 29

Technical Analysis· Sep 8

Regulars· Sep 30

Newcomers· Sep 29

TSMC weighs Texas investment to expand U.S. chip production: report (TSM:NYSE)

TSMC evaluates potential Texas investment, sources say

TSMC: Market Is Mistaken In Pricing In A Big AI Slowdown (NYSE:TSM)

Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race

TSMC Stock Moves Higher as AI Revival Meets Capacity Risk

TSMC's 2nm Push Could Create a New Winner in the AI Chip Boom

Also Discussed

Taiwan Semiconductor Manufacturing Co. Ltd. ADR

Company Information

Location

TSMC weighs Texas investment to expand U.S. chip production: report (TSM:NYSE)

TSMC evaluates potential Texas investment, sources say

TSMC: Market Is Mistaken In Pricing In A Big AI Slowdown (NYSE:TSM)

Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race

TSMC Stock Moves Higher as AI Revival Meets Capacity Risk

TSMC's 2nm Push Could Create a New Winner in the AI Chip Boom

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 17

Earnings· Sep 10

Analysts· Aug 23

Announcements· Sep 28

Controversies· Jan 12

Macro· Sep 29

Technical Analysis· Sep 8

Regulars· Sep 30

Newcomers· Sep 29