Профиль компании · Technology

Taiwan Semiconductor Manufacturing Co. Ltd.

2330 · Тайвань
Другие листингиTSM · США
Отрасль
Semiconductors
Биржа
Тайвань
Страна / Регион
Taiwan
Дата IPO
5 сентября 1994 г.
Сотрудники
76 907
Сайт
www.tsmc.com
Текущая цена
2,575
В реальном времени · 5 октября 2026 г.
Цена покупки
≤ 2,050
Вход с запасом прочности
Балл роста Baillie
57/100
Средний
Buffett Score
82/100
Элита
Внутренняя стоимость · три уровня Текущая цена 2,575 Онлайн · В пределах справедливого диапазона внутренней стоимости

Сводный диапазон оценки · консервативный 1,850–2,050 / справедливый 2,350–3,150 / оптимистичный 4,250–4,700. При 2,575, В пределах справедливого диапазона внутренней стоимости.

На момент публикации 2,425 (31 июля 2026 г.)

Капитализация61,72 трлн NT$
Выручка (TTM)4,1 трлн NT$
EBITDA2,86 трлн NT$
Чистая маржа46,51 %
ROE36,21 %
P/E (TTM)32,29
Прогнозный P/E23,92
PEG1,16
Прибыль на акцию73,71 NT$
Дивидендная доходность1,02 %
Диапазон за 52 недели976,43 NT$ – 2 415,00 NT$

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

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.

История

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.

Положение в отрасли

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 Держать 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 · ТайваньSemiconductors31 июля 2026 г. 56/100 Наблюдать TSMC: подробное исследование в духе стоимостного инвестирования Ведущий мировой производитель передовой логики по контрактной модели, удерживающий около 70% рынка чистого контрактного производства, с выручкой за FY2025 в размере NT$3.81 триллиона и валовой маржой 59.9%. При текущей цене тайваньских акций NT$2235 и TTM P/E около 29.5x бумага уже торгуется выше справедливой стоимости и предлагает тонкий запас прочности. Рейтинг Наблюдать: бизнес мирового класса, но цена больше не оставляет подушки безопасности. Taiwan Semiconductor Manufacturing Company Limited2330 · ТайваньAI Chips22 мая 2026 г.