기업 프로필 · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · 대만
기타 상장TSM · 미국
거래소
대만
국가 / 지역
Taiwan
상장일
1994년 9월 5일
직원 수
76,907
웹사이트
www.tsmc.com
현재가
2,575
실시간 · 2026년 10월 5일
적정 매수가
≤ 2,050
안전마진 진입가
베일리 성장 점수
57/100
보통
Buffett Score
82/100
최상위
내재가치 · 3단계 구간 현재가 2,575 실시간 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 1,850–2,050 / 적정 2,350–3,150 / 낙관적 4,250–4,700. 2,575 기준, 적정 내재가치 구간 내.

보고서 발행 시 2,425(2026년 7월 31일)

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.

57/100 보유 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 · 대만Semiconductors2026년 7월 31일 56/100 관찰 TSMC: 가치투자 심층 연구 세계 최고의 첨단 로직 파운드리로, 순수 파운드리 시장의 약 70%를 점유하며 FY2025 매출 NT$3.81조와 59.9%의 매출총이익률을 기록했다. 현재 대만 상장 주가 NT$2235, TTM 주가수익비율(P/E) 약 29.5x 수준에서 주가는 이미 적정가치를 웃돌며 안전마진이 얇다. 등급 관찰: 세계 최고 수준의 사업이지만, 주가는 더 이상 완충 여지를 남기지 않는다. Taiwan Semiconductor Manufacturing Company Limited2330 · 대만AI Chips2026년 5월 22일