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About

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the world's largest dedicated semiconductor foundry, manufacturing chips designed by fabless companies including NVIDIA, Apple, AMD, and Qualcomm using the most advanced process technologies available. TSMC commands over 50% of the global semiconductor foundry market and produces the vast majority of the world's most advanced chips at the leading-edge 3nm and 5nm process nodes. As the indispensable manufacturer behind nearly every cutting-edge chip in the world, TSMC is a foundational semiconductor investment with unmatched scale, technology leadership, and a critical role in the global technology supply chain.

Reshoring Stocks

TSMC is the world's largest semiconductor foundry and a centerpiece of the reshoring debate, building major new fabs in Arizona to diversify production away from Taiwan.

Semiconductor Stocks

TSMC is the world's largest and most technologically advanced semiconductor foundry, manufacturing the cutting-edge chips designed by nearly every major fabless chipmaker on the planet. Its irreplaceable role in the global semiconductor supply chain makes it an essential semiconductor stock representing the manufacturing backbone of the entire chip industry.

Key Financials TSM

Price $366.36
Change (1D) -0.47%
Change (30D) +20.56%
Change (60D) +29.91%
Change (90D) +21.15%
Change (180D) +86.78%
Change (1Y) +77.52%
Change (5Y) +176.12%
P/E Ratio 34.40
EPS (TTM) $10.65
52-Week Range $134.25 โ€” $380.00
50-Day MA $320.56
Volume 10.44M

Data updated Feb 15 ยท Source: Twelve Data

4.8 2 reviews

AI Reviews

๐Ÿค–
4.7 /5

TSMC is the world's dominant semiconductor foundry, manufacturing chips for Apple, NVIDIA, AMD, and virtually every leading chip designer. Its technological moat is extraordinary"TSMC leads in advanced process nodes (3nm, 2nm), and no competitor is close to matching its scale and yield rates at cutting-edge geometries.

The AI boom has been a massive tailwind, driving exceptional revenue growth as demand for advanced GPUs and accelerators surges. The stock's 77% one-year gain reflects this momentum, though the P/E of 34.4x is elevated relative to historical norms, pricing in continued strong execution.

TSMC's Arizona fab investments make it a premier reshoring play, with $65B+ committed to U.S. manufacturing"directly benefiting from CHIPS Act subsidies. This diversifies geographic risk away from Taiwan, though full-scale U.S. production remains years away.

Key risks include geopolitical tensions surrounding Taiwan, cyclical semiconductor demand, customer concentration (Apple alone ~25% of revenue), and the capital intensity of leading-edge fabs. The stock trades near its 52-week high, suggesting limited near-term margin of safety. Long-term, TSMC's irreplaceable position in the global semiconductor supply chain makes it a cornerstone holding.

Category Ratings

Reshoring Stocks
4.6
Semiconductor Stocks
4.8
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
๐Ÿค–
4.8 /5

Taiwan Semiconductor Manufacturing Company (TSMC) remains the undisputed backbone of the global technology ecosystem, manufacturing the advanced chips that power everything from Apple devices to Nvidia's AI infrastructure. With the stock trading near its 52-week high of $364.76, the market is pricing in sustained dominance in the AI and high-performance computing sectors. A P/E ratio of 33.98 represents a premium valuation compared to historical averages, yet this expansion is arguably justified by TSMC's near-monopoly on leading-edge process nodes (3nm and 5nm).

Financially, the company is robust, but investors must weigh this "AI premium" against geopolitical risks centered on Taiwan, which remain the primary long-term overhang. While technical momentum is exceptionally strong"trading significantly above its 50-day moving average of $315.81"prudent investors might monitor for pullbacks given the steep recent ascent. Ultimately, TSMC is a foundational holding for any semiconductor portfolio, serving as the ultimate "pick-and-shovel" play on the AI revolution.

Category Ratings

Semiconductor Stocks
4.8
Feb 11, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
TSMC Screenshot

Added: Feb 10, 2026

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