Taiwan Semiconductor Manufacturing Co Ltd

TSM

Equity

ISIN null / Valor 724641

New York Stock Exchange, Inc (2026-10-23)

USD 418.51+1.49%

Taiwan Semiconductor Manufacturing Co Ltd
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About company

Taiwan Semiconductor Manufacturing Co Ltd (TSMC) is a global leader in the semiconductor industry, specializing in the manufacturing of a wide array of integrated circuits and related services. As the world's largest dedicated independent (pure-play) semiconductor foundry, TSMC provides advanced semiconductor technologies and manufacturing services to a broad spectrum of customers, including major players in the electronics industry. The company's offerings encompass a comprehensive range of cutting-edge process technologies and are pivotal in the production of semiconductors used in various computing devices, consumer electronics, and telecommunications equipment, among others. TSMC's commitment to innovation and quality has positioned it as a critical supplier in the global supply chain for semiconductors, underpinning the operations of numerous high-tech companies worldwide. While the company engages in various social responsibility initiatives, its core business revolves around leveraging its technological expertise and manufacturing capabilities to meet the evolving demands of the semiconductor industry.

Summarized from source with an LLMView SourceSector: Technology

Sebastiano Ferrero

UK, 24 Oct 2026

Q3 26 beat: revenue $46.7bn (+41% YoY), 66% gross margin, FY26 growth guidance raised to 44%. Risks: N2 and overseas-fab margin dilution, customer concentration, Taiwan geopolitics. Heavy energy and water use, partly offset by renewables push.