Perfil da empresa · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · Taiwan
Outras listagensTSM · EUA
Indústria
AI Chips
Bolsa
Taiwan
País / Região
Taiwan
Data do IPO
5 de setembro de 1994
Funcionários
76.907
Preço atual
2,350
Ao vivo · 27 de julho de 2026
Pontuação de Crescimento Baillie
56/100
Médio
Valor intrínseco · Faixa em três níveis Preço atual 2,350 Ao vivo · Dentro da faixa de valor intrínseco otimista · muita expectativa já precificada

Faixa de valuation composta · conservador 800–1,050 / justo 1,150–1,650 / otimista 1,900–2,600. A 2,350, Dentro da faixa de valor intrínseco otimista · muita expectativa já precificada.

Na publicação 2,235 (22 de maio de 2026)

Valor de mercadoNT$ 61,72 tri
Receita (TTM)NT$ 4,1 tri
EBITDANT$ 2,86 tri
Margem líquida46,51%
ROE36,21%
P/L (TTM)32,29
P/L projetado23,92
PEG1,16
LPANT$ 73,71
Dividend yield1,02%
Faixa de 52 semanasNT$ 976,43 – NT$ 2.415,00

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

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.

História

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.

Posição no setor

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.