Taiwan Semiconductor Manufacturing Company Ltd
TSM-
Taiwan Semiconductor decreased 4.6% to $400.24 after the company reported a sharp rise in revenue and earnings in the second quarter.
Net sales increased 36% to NT 1.27 trillion from NT 933.8 billion, net income soared 77.4% to NT 706.5 billion from NT 398.3 billion, and diluted earnings per share advanced to NT 27.25 from NT 15.36 a year ago.
In U.S. dollars, second quarter revenue increased 33.7% to $40.20 billion, and revenue advanced 12% from the first quarter.
Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.
The company estimated third quarter revenue to range between $44.6 billion and $45.8 billion, gross margin to range between 65% and 67%, and operating profit margin to be between 56% and 58%.
The company reported record quarterly revenue and a fifth consecutive quarter of profit.
The company revised higher its full-year 2026 capital expenditure estimate from the high-end of the $52 billion to $56 billion range to a new range between $60 billion and $64 billion, indicating continued demand from core customers.
Simultaneously, the company announced its plans for an additional investment of $100 billion in Arizona, deepening its investment in the U.S.
The stock declined in New York's trading because investors worried that higher capital expenditure generally flags weaker cash flow in the near term and delays return on investment.
Jul 16, 2026 -
Taiwan Semiconductor Manufacturing Company increased 3.1% to $244.96 after the chip manufacturer reported sharply higher sales and earnings in the second quarter.
The company's sales surged more than 38%, and net income advanced 61%, driven in large part because of solid demand for its advanced chips used in artificial intelligence applications.
Revenue climbed to NT$933.8 billion from NT$673.5 billion, net earnings soared to NT$398.3 billion from NT$247.8 billion, and diluted earnings per share increased to NT$15.36 from NT$9.56 a year ago.
TSMC guided third-quarter revenues to be between $31.8 billion and $33.0 billion, an increase of 38% from a year ago and a rise of 8% from the second quarter.
The company estimated a gross profit margin between 55.5% and 57.5% and an operating profit margin between 45.5% and 47.5%.
Jul 17, 2025 -
Taiwan Semiconductor Manufacturing Company increased 12% to $210.36 after the company reported sharply higher sales and earnings in the third quarter.
Revenue increased 36% to $23.5 billion, and gross margin expanded to 57.8% from 54.3% a year ago.
Net income in the quarter jumped to NT 325.08 billion, or $10.05 billion, from NT 210.8 billion a year ago.
Gross margin for the quarter was 57.8%, operating margin was 47.5%, and net profit margin was 42.8%.
In the third quarter, shipments of 3-nanometer accounted for 20% of total wafer revenue; 5-nanometer accounted for 32%; 7-nanometer accounted for 17%.
Advanced technologies, defined as 7-nanometer and smaller chip technologies, accounted for 69% of total wafer revenue.
The company guided fourth-quarter revenue to fall between $26.1 billion and $26.9 billion.
Oct 17, 2024 -
Semiconductor shares plunged after a Bloomberg report suggested that President Joe Biden's administration is looking to impose a tougher penalty on companies sharing advanced technologies with China.
Nvidia declined 5.4% to $119.53, AMD dropped 7.1% to $165.03, ASML Holding plunged 10.9% to $953.52, and BE Semiconductor fell 5.7% to $174.45.
Taiwan Semiconductor decreased 7.2% to $172.66 after Republican Party U.S. President candidate and convicted felon said that Taiwan should pay the U.S. for defending the nation.
Jul 17, 2024 -
Taiwan Semiconductor soared 6.6% to $109.83 after the company reported quarterly results that exceeded market expectations.
Revenue in the fourth quarter was flat at NT$ 625.5 million, but net income declined 19.3% to NT$ 237.8 million from NT$ 295.9 million, and diluted earnings per share dropped to NT$ 9.21 from NT$ 11.41 a year ago.
In U.S. dollars, fourth quarter revenue was $19.62 billion, which decreased 1.5% year-over-year but increased 13.6% from the previous quarter.
The company guided first quarter 2024 revenue between $18.0 billion and $18.8 billion, based on the exchange rate of 31.1 NT for one U.S. dollar.
Gross margin in the quarter is expected to range between 52% and 54%, and operating margin between 40% and 42%.
Capital expenditure in 2024 is estimated to range between $28 billion and $32 billion.
Jan 18, 2024
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| Trading Volume | 1,067,356 |
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179.32 - 84.30 |
| Market Cap Full | $ 4.4T |
Quarterly +
| 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| Q1 | 56.7% | 5.6% | 30.9% | 24.9% |
| Q2 | - | -41.7% | 21.4% | 8.5% |
| Q3 | - | -41.7% | 0.2% | -13.9% |
| Q4 | - | -41.7% | -0.8% | 18.6% |
Monthly +
| J | F | M | A | M | J | J | A | S | O | N | D |
| 2026 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | - | - | - | - | - | - | - |
| 2025 | |||||||||||
| 5.6 | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | |||||||||||
| 8.6 | 13.9 | 5.8 | -7.2 | 19.8 | 13.8 | -1.8 | 0.2 | - | - | - | - |
| 2023 | |||||||||||
| 24.4 | -6.1 | 6.9 | -9.4 | 17.1 | 2.3 | -1.8 | -5.7 | -7.1 | -0.6 | 12.6 | 6.9 |
| 2022 | |||||||||||
| 1.9 | -13.1 | -2.2 | -9.9 | 1.5 | -14.2 | 8.2 | -5.2 | -18.3 | -10.2 | 34.8 | -10.2 |
| 2021 | |||||||||||
| 11.5 | 3.6 | -6.1 | -0.3 | -0.3 | 2.2 | -3.5 | 2.6 | -6.2 | 1.8 | 3.2 | 2.6 |
EPS
| 2023 | 2022 | 2021 | |
|---|---|---|---|
| Q1 | 1.3 | 1.4 | 1 |
| Q2 | 1.1 | 1.6 | 0.9 |
| Q3 | 1.3 | 1.8 | 1.1 |
| Q4 | 0 | 1.5 | 1.2 |
| A | 3.74 | 6.23 | 4.1 |