FMP
Taiwan Semiconductor Manufacturing Company Limited
TSM
NYSE
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 a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
157.09 USD
0.01 (0.00637%)
Latest TSM News
Parth Sanghvi
4 days ago
TSMC Revenue Soars 46.5% in March on AI Chip Demand, Shares Hit Daily Limit
Taiwan Semiconductor Manufacturing Co (TW:2330) posted a sharp jump in March revenue, buoyed by rising global demand for advanced chips and AI applications. The results came amid escalating trade tensions between the U.S. and China. March Revenue Snapshot NT$285.96 billion ($8.71 billion) in March revenue Up 46.5% year-on-year from NT$195.21 billion ($5.94 billion) Up 10% from February levels For Q1 2025, revenue totaled NT$839.25 billion, marking a 41.6% increase compared to the ...
Parth Sanghvi
5 days ago
Trump Warns TSMC of 100% Tax Unless U.S. Manufacturing Expands
Introduction In a bold statement that may reshape the future of global chip manufacturing, former U.S. President Donald Trump on Tuesday threatened Taiwan Semiconductor Manufacturing Co. (TSMC) with a 100% tax if it fails to expand its production capacity within the United States. This comes as the semiconductor industry sits at the center of geopolitical, economic, and technological tensions between major global powers. 1. Trump Criticizes Government Subsidies Trump took a direct shot ...
Parth Sanghvi
Mar 31, 2025
TSMC Expands at Home: New 2nm Fab to Add 7,000 Jobs and Secure Taiwan's Semiconductor Future
TSMC is reaffirming its commitment to Taiwan’s economy with the launch of a new domestic fab in Kaohsiung. The facility, which will produce its cutting-edge 2 nanometre chips, is set to create 7,000 high-tech jobs—a move aimed at bolstering Taiwan’s semiconductor leadership even as the company makes a historic $100 billion investment in the U.S. Strengthening Home Base Amid Global Expansion At a ceremony broadcast on local television, TSMC executive vice president and co-chief operating of...
Parth Sanghvi
Mar 23, 2025
TSMC's Historic $165 Billion Bet on U.S. Chip Production
Taiwan Semiconductor Manufacturing (TW:2330) (NYSE:TSM) is making a groundbreaking move with a $165 billion investment to expand U.S. chip production. This strategic initiative is expected to shift roughly 25–30% of TSMC’s total revenue to U.S. operations by the early 2030s—a major leap from the current single-digit percentages of revenue generated outside Taiwan. Key Aspects of the U.S. Expansion Revenue Shift: The investment will dramatically increase TSMC's presence in the U.S., with a...
Parth Sanghvi
Mar 10, 2025
TSMC Revenue Jumps 43.1% in February Amid Robust AI Demand, But Seasonal Adjustments Loom
Taiwan Semiconductor Manufacturing Co (TW:2330) reported a remarkable 43.1% year-over-year revenue jump in February 2025, driven by strong demand for its chips powering artificial intelligence and high-performance computing applications. The company’s revenue reached NT$260.01 billion ($7.91 billion) in February, up from NT$181.65 billion in the same month last year. Strong QTD Performance Amid Robust AI Demand TSMC’s performance in the first two months of 2025 was equally impressive, with...
Parth Sanghvi
Feb 24, 2025
Nvidia (NASDAQ:NVDA) Secures Over 70% of TSMC's Advanced Chip Packaging Capacity for 2025
Nvidia (NVDA) has locked in over 70% of TSMC’s (NYSE:TSM) advanced chip packaging capacity for 2025, according to a report from Taiwan’s Economic Daily. The move highlights surging demand for AI chips, particularly Nvidia’s next-generation Blackwell AI processors, as major tech firms ramp up AI infrastructure spending. Key Takeaways: Nvidia’s Dominance in AI Chips: The company has increased its share of TSMC’s Chip on Wafer on Substrate (CoWoS) capacity from 60% (late 2024) to over 70% for 2...
Parth Sanghvi
Feb 23, 2025
Nvidia to Match Apple's Spending on TSMC as AI Drives Growth
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to see a dramatic shift in its customer mix as Nvidia is set to become as important a client as Apple this year, driven by rapid growth in Nvidia’s AI business. Bernstein estimates that while Nvidia’s contribution to TSMC’s revenue was between 5% and 10% in 2023, it will rise to the low 20s in 2025—matching Apple’s share. Key Growth Drivers AI-Driven Demand: TSMC’s AI and backend businesses, including advanced packaging, are crit...
Parth Sanghvi
Feb 18, 2025
TSMC Weighs Stake in Intel’s U.S. Chip Factories Amid Trump Administration Push
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly in early talks to acquire a stake in Intel’s (NASDAQ:INTC) U.S. chip factories, following a push from the Trump administration to strengthen domestic semiconductor production, according to The Wall Street Journal and Bloomberg. Key Developments in the TSMC-Intel Talks 1. TSMC’s Potential U.S. Expansion TSMC already operates a foundry in Arizona and has plans for further expansion. Acquiring Intel’s foundries could help increas...
Parth Sanghvi
Feb 5, 2025
Piper Sandler: Nvidia and TSMC Poised to Dominate AI Inference Boom
Piper Sandler analysts have identified Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing Company (TSMC) as the biggest beneficiaries of the growing demand for inference compute power—a key driver in AI infrastructure spending. AI Spending Shifts Toward Inference Compute Power 🔹 Inference computing is now the dominant cost driver for AI labs, surpassing training expenses. 🔹 OpenAI and Anthropic currently allocate 75% of compute resources to inference, expected to rise to 90% a...
Parth Sanghvi
Feb 3, 2025
TSMC’s Share Decline Amid Growing AI Competition
Shares of Taiwan Semiconductor Manufacturing Company (TSMC), a critical player in the global chipmaking industry, experienced a significant dip of 6.6% during Monday's trading session in Taipei. This decline marked a continuation of losses for TSMC, which had previously seen a downturn in its U.S.-listed shares. Impact of China’s DeepSeek AI Model on TSMC’s Valuation TSMC's drop comes on the back of growing concerns over China’s rapidly developing artificial intelligence capabilities, spec...
