기업 프로필 · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · 대만
기타 상장TSM · 미국
산업
AI Chips
거래소
대만
국가 / 지역
Taiwan
상장일
1994년 9월 5일
직원 수
76,907
웹사이트
www.tsmc.com
현재가
2,350
실시간 · 2026년 7월 27일
베일리 성장 점수
56/100
보통
내재가치 · 3단계 구간 현재가 2,350 실시간 · 낙관적 내재가치 구간 내 · 상당한 기대가 선반영

종합 밸류에이션 구간 · 보수적 800–1,050 / 적정 1,150–1,650 / 낙관적 1,900–2,600. 2,350 기준, 낙관적 내재가치 구간 내 · 상당한 기대가 선반영.

보고서 발행 시 2,235(2026년 5월 22일)

시가총액NT$61.72조
매출 (TTM)NT$4.1조
EBITDANT$2.86조
순이익률46.51%
ROE36.21%
PER (TTM)32.29
선행 PER23.92
PEG1.16
EPSNT$73.71
배당수익률1.02%
52주 범위NT$976.43 – NT$2,415.00

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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.

연혁

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.

업계 내 위치

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.