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TSM Silicon, IP & Semicap ADR

TSMC ADR

Advanced semiconductor manufacturing

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Most leading AI chips still depend on TSMC's manufacturing and advanced packaging.

Price $402.30
1D change +0.99%
Market cap $2.09T
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric TSM
Price $402.30
1D Change +0.99%
Market Cap $2.09T
Enterprise Value $14.20T
Trailing P/E 29.8
Forward P/E 18.9
PEG Ratio 1.01x
Price / Sales 0.5
EV / Revenue 3.2
Revenue Growth 36.0%
Earnings Growth 77.4%
Gross Margin 64.2%
Operating Margin 60.3%
Net Margin 49.9%
ROE 40.0%
Free Cash Flow $739.06B
FCF Margin 16.6%
Debt / Equity 0.15x
Current Ratio 2.46x
Dividend Yield 0.95%
Next Earnings Oct 15, 2026
Quarterly Revenue $1.27T
Revenue QoQ +12.0%
Quarterly Net Income $706.56B
Net Income QoQ +23.4%

TSM thesis lens

Advanced semiconductor manufacturing

Why it could benefit

  • Most leading AI chips still depend on TSMC's manufacturing and advanced packaging.
  • As AI complexity rises, foundry leadership in yield, scale, and packaging matters more.
  • TSMC is a cleaner way to own the ecosystem rather than one end-market winner.

Moat / edge

  • Leading-edge process technology.
  • Manufacturing scale and execution track record.
  • Hard-to-replicate ecosystem trust with top chip designers.

What to watch

  • Capacity additions in advanced nodes and CoWoS-type packaging.
  • Geographic expansion and margin preservation.
  • Mix between smartphone, HPC, and AI demand.

Key risks

  • Geopolitical risk is always part of the TSMC thesis.
  • Large customer concentration can amplify cycle swings.