TSMC is the dominant advanced semiconductor foundry behind chips from Nvidia, Apple, AMD, Broadcom, and Qualcomm. The stock thesis depends on AI silicon demand, advanced-node leadership, capacity discipline, customer concentration, and Taiwan geopolitical risk.

Taiwan Semiconductor (TSM) Stock Price & Market Analysis
TSM · NYSE · Semiconductors
$418.51
▲ +$6.16(+1.49%)4:00 PM ET - vs previous closeQuote as of Oct 23, 2026, 4:00 PM EDT
Regular-session close · Oct 23, 2026, 4:00 PM EDT.
Long-term rangesAvailable historyHide
Historical range: 2000-10-25–2026-10-23. Earlier trading may not be included.
Loading price chart…
Data dates
PriceAt closeLast traded
FundamentalsLast checked
AnalystLast checked
NewsLatest item
What matters next
Next important events
- Jan 14, 2027Next earnings (est.)Estimated
Countdown
81 days out
Company · ProfileAbout Taiwan Semiconductor (TSM)Sector, leadership, and how Taiwan Semiconductor earns its revenue.Technology
Taiwan Semiconductor
NYSE · TSM · TW
Company overview.
- Sector
- Technology
- Industry
- Semiconductors
- Headquarters
- Hsinchu, Taiwan
- Country
- TW
- Founded
- 1987
- Employees
- 65,152
- CEO
- Dr. C. C. Wei Ph.D.
- Exchange
- NYSE
How Taiwan Semiconductor makes money
Foundry moat
The manufacturing layer of AI
TSMC turns chip designs into physical silicon at the most advanced process nodes, making it a critical supplier to nearly every major AI and consumer-chip designer.
Advanced nodes
Process leadership drives pricing power
The strongest part of the thesis is TSMC ability to lead at 3nm, 2nm, and packaging technologies where competitors struggle to match yield and scale.
Customer base
Concentrated but strategically essential
Nvidia, Apple, AMD, Broadcom, and Qualcomm dependence creates visibility, but also means customer product cycles and bargaining power matter.
Geopolitics
Taiwan risk is the permanent discount
No TSMC analysis is complete without Taiwan security risk, export controls, and the cost of global fab diversification.
Key takeaways for TSM
TSM is the manufacturing backbone of the AI chip cycle.
Advanced-node share and packaging capacity are more important than simple semiconductor cyclicality.
The main risk is geopolitical and operational concentration in Taiwan, not lack of customer demand.
Competitors & comparisonsCompare industry peers, reporting periods and related funds. Business mix and valuation bases may differ.
Valuation & fund comparisonsExplore dated peer valuations, growth comparisons and related funds.
Governance & sustainability
Market closed
Regular hours: 9:30 AM–4:00 PM America/New_York
Next open: 2026-10-26 · 9:30 AM America/New_York
Exchange calendar includes scheduled holidays and early closes. Extended-session prices appear separately only when supplied by the quote source.
Shortcuts
With research tools focused: / search · W watchlist · C compare · F financials · E earnings · N news · T technicals · Esc close