Profil de l'entreprise · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · Taïwan
Autres cotationsTSM · États-Unis
Industrie
AI Chips
Bourse
Taïwan
Pays / Région
Taiwan
Date d'introduction en bourse
5 septembre 1994
Effectif
76 907
Site web
www.tsmc.com
Cours actuel
2,350
En direct · 27 juillet 2026
Score de croissance Baillie
56/100
Moyen
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel 2,350 En direct · Dans la fourchette de valeur intrinsèque optimiste · beaucoup d'anticipations déjà intégrées

Fourchette de valorisation composite · prudent 800–1,050 / raisonnable 1,150–1,650 / optimiste 1,900–2,600. À 2,350, Dans la fourchette de valeur intrinsèque optimiste · beaucoup d'anticipations déjà intégrées.

À la publication 2,235 (22 mai 2026)

Capitalisation61,72 Bn TWD
Chiffre d'affaires (TTM)4,1 Bn TWD
EBITDA2,86 Bn TWD
Marge nette46,51 %
ROE36,21 %
PER (TTM)32,29
PER prévisionnel23,92
PEG1,16
BPA73,71 TWD
Rendement du dividende1,02 %
Fourchette sur 52 semaines976,43 TWD – 2 415,00 TWD

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

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.

Historique

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.

Position dans le secteur

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.