Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
5
institutions
Market cap
$2.1T
5,186M shares
52-week range
$223.70 – $479.00
77% from low
Exchange
NYSE
ADRC
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with about 70% market share in 2025. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious base of customers, including Apple, AMD, and Nvidia, that look to apply its cutting-edge process technologies to their semiconductor designs. TSMC employs more than 83,000 people.
www.tsmc.comNo one on the platform currently holds TSM.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,389,530 | $469.6M |
| Appaloosa LPas of 2026-03-31 | 1,327,500 | $448.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-16 | $1.1136 | 2026-10-08 |
| 2026-06-11 | $0.9393 | 2026-07-09 |
| 2026-03-17 | $0.9390 | 2026-04-09 |
| 2025-12-11 | $0.7954 | 2026-01-08 |
| 2025-09-16 | $0.8220 | 2025-10-09 |
| 2025-06-12 | $0.7803 | 2025-07-10 |
| 2025-03-18 | $0.6777 | 2025-04-10 |
| 2024-12-12 | $0.6081 | 2025-01-09 |
| 2024-09-12 | $0.6248 | 2024-10-09 |
| 2024-06-13 | $0.5399 | 2024-07-11 |
No one on the platform has traded TSM yet.
| 1,077,079 |
| $364.0M |
| Renaissance Technologiesas of 2026-03-31 | 567,960 | $191.9M |
| Third Point LLCas of 2026-03-31 | 275,000 | $92.9M |
| 2024-03-18 | $0.5456 | 2024-04-11 |
| 2023-12-14 | $0.4832 | 2024-01-11 |
| Execution date | Ratio |
|---|---|
| 2009-07-15 | 1.0029998-for-1 |
| 2009-07-15 | 1.0019999-for-1 |
| 2008-07-16 | 1.0020167-for-1 |
| 2008-07-16 | 1.003025-for-1 |
| 2007-06-08 | 1.0019996-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.39T | +41.5% | $531.41 | $425.39–$565.24 | 0.8× | 10 |
| 2027 | $7.22T | +34.1% | $693.68 | $558.62–$794.64 | 0.6× | 10 |
| 2028 | $9.07T | +25.6% | $875.15 | $726.64–$982.59 | 0.5× | 5 |
| 2029 | $11.65T | +28.5% | $1100.32 | $913.60–$1235.40 | 0.4× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-16 | $3.87 | $4.31 | +11.4% |
| 2026-04-15 | $3.31 | $3.49 | +5.4% |
| 2026-01-15 | $2.90 | $3.09 | +6.6% |
| 2025-10-16 | $2.63 | $2.92 | +11.0% |
| 2025-07-17 | $2.38 | $2.50 | +5.0% |
| 2025-05-15 | $2.07 | $2.14 | +3.4% |
| 2025-01-16 | $2.20 | $2.19 | -0.5% |
| 2024-11-14 | $1.79 |
| $1.95 |
| +8.9% |
| +11.79% |
| $76.3B |
| — |
| AVGOBroadcom Inc. | $387.84 | +4.73% | $1.85T | — |
| DIODDiodes Incorporated | $82.00 | +7.77% | $3.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TSM $INTC TSMC develops AI chip packaging tech to rival Intel, The Information reports TSMC (TSM) is developing advanced AI chip packaging technology, internally called "EMIB-like," that is said to be similar to Intel's (INTC) Embedded Multi-die Interconnect Bridge technique, The Information's Qianer Liu reports.
View on StockTwits ↗As of today officially 2026 Iran War has officially lasted 153 days (5 months and 3 days). $MU $NVDA $TSM $AAPL $SKHY
View on StockTwits ↗$AVGO $TSM wow they finally reversed the algos 🤣, don’t be fooled by the short term market manipulation over the last week or so and appreciate what you own!!! The feverish spending by Big Tech is expected to reach well above $700 billion this year, primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year. Large chunk of that spend comes to Broadcom & TSMC, both are killer names to have in your portfolio, see you at $500 EOY 🚀🚀🚀🚀🚀🚀🍀🍀🍀🍀🍀 $SPY $NVDA
View on StockTwits ↗$TSM we about to make up for lost time from our earnings it appears.
View on StockTwits ↗$AMD $INTC $TSM $NVDA $SNDK Congratz to those who held and more to those who DCA the last few dips :) Don't use leverage and don't use margin! Don't use leverage and don't use margin! Don't use leverage and don't use margin! Buy the good companies, hold and profit BIG in few years :)
View on StockTwits ↗$MRVL $NBIS $IREN $AMZN $TSM is like having MJ, Lebron, Shaq, Kobe, and Rodman as your starting 5 on the court.
View on StockTwits ↗$SNDK $MU $WDC $AMD $TSM Got my new personalized plates today, couldn't have been better timed..
View on StockTwits ↗.$AVGO $TSM wow they finally reversed the algos 🤣, don’t be fooled by the short term market manipulation over the last week or so, The feverish spending by Big Tech is expected to reach well above $700 billion this year, primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year. large chunk of that spend comes to Broadcom & TSMC, both are killer names to have in your portfolio, see you at $500 EOY 🚀🚀🚀🚀🚀🚀🍀🍀🍀🍀🍀
View on StockTwits ↗$TSM how to ride the 21ema with washboardjim https://www.youtube.com/watch?v=zUBx0-1qNj8
View on StockTwits ↗$SOXS they're reloading again with $AMD and $INTC still vulnerable . . . in spite of Cramer pumping. $TSM developing an advanced chip-packaging technology similar to Intel's EMIB . . .
View on StockTwits ↗$AVGO BREAKING - “GOOGL Backs $15B Financing For Anthropic-Linked Texas AI Campus — Project Reportedly Includes 1.6GW Power Plant” More excellent new for AVGO and $TSM 🚀🚀🚀🚀🚀🚀
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.