Perfil de la empresa · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · Taiwán
Otras cotizacionesTSM · EE. UU.
Bolsa
Taiwán
País / Región
Taiwan
Fecha de salida a bolsa
5 de septiembre de 1994
Empleados
76.907
Sitio web
www.tsmc.com
Precio actual
2,575
En vivo · 5 de octubre de 2026
Compra razonable
≤ 2,050
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
57/100
Media
Buffett Score
82/100
Excelente
Valor intrínseco · Rango en tres niveles Precio actual 2,575 En vivo · Dentro del rango de valor intrínseco razonable

Rango de valoración compuesto · conservador 1,850–2,050 / razonable 2,350–3,150 / optimista 4,250–4,700. A 2,575, Dentro del rango de valor intrínseco razonable.

Al publicar 2,425 (31 de julio de 2026)

Capitalización61,72 B TWD
Ingresos (TTM)4,1 B TWD
EBITDA2,86 B TWD
Margen neto46,51 %
ROE36,21 %
PER (TTM)32,29
PER previsto23,92
PEG1,16
BPA73,71 TWD
Rentabilidad por dividendo1,02 %
Rango de 52 semanas976,43 TWD – 2415,00 TWD

Datos de EODHD, mostrados en la moneda de reporte; solo a título informativo, no constituye asesoramiento de inversión.

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.

Historia

Taiwan Semiconductor Manufacturing Company Limited (TSMC) is a platform manufacturer built on a pure-play wafer foundry model, complemented by advanced packaging, testing, and mask/design ecosystem services. It does not design or sell own-brand chips, instead manufacturing to customers' proprietary designs and therefore not competing with them. Its principal management and most core production facilities are located in Taiwan, alongside operations such as a fab in Nanjing, China. Since 2024, C.C. Wei has served as both Chairman and CEO.

Posición en el sector

TSMC is the global leader in advanced logic foundry and advanced packaging, holding an estimated 67.6%-70.4% share of the pure-play foundry market versus roughly 7.1% for Samsung's foundry. In 2025 it served 534 customers across 12,682 products, posted revenue of NT$3.81 trillion, and operated capacity exceeding 17 million 12-inch equivalent wafers, with processes at 7nm and below making up 74% of wafer revenue. Its strongest competitor is Samsung's foundry, with Intel Foundry a longer-term challenger, while UMC, GlobalFoundries, and SMIC hold positions in mature nodes.

57/100 Mantener TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety The world's largest pure-play semiconductor foundry, monetizing process technology, manufacturing scale and customer trust across advanced logic and packaging, with high-performance computing at 66% of Q2 revenue and 7-nanometer-and-below nodes at 77% of wafer revenue. Since the 2026-05-22 edition the ordinary share rose 8.5% while trailing EPS rose about 16.0%, compressing the trailing P/E from roughly 30.0 to 28.1 times, though almost the entire move arrived in one 9.98% limit-up session on the base date. Rating Hold: earnings have outrun the price, but the current quote lacks a conservative margin of safety against margin and geopolitical tail risk. Taiwan Semiconductor Manufacturing Company Limited2330 · TaiwánSemiconductors31 de julio de 2026 56/100 Vigilar TSMC: un estudio en profundidad de inversión en valor La fundición de lógica avanzada líder mundial, que posee aproximadamente el 70% del mercado de fundición pura, con ingresos del ejercicio 2025 de NT$3.81 billones y un margen bruto del 59.9%. Al precio actual de la acción en Taiwán de NT$2235 y un PER TTM cercano a 29.5x, la acción ya cotiza por encima de su valor razonable y ofrece un escaso margen de seguridad. Calificación Vigilar: un negocio de talla mundial, pero el precio ya no deja colchón. Taiwan Semiconductor Manufacturing Company Limited2330 · TaiwánAI Chips22 de mayo de 2026