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TSM Compute / Networking ADR

TSMC ADR

Advanced semiconductor manufacturing

Detail page

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

Price $407.20
1D change -1.68%
Market cap $2.11T
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 $407.20
1D Change -1.68%
Market Cap $2.11T
Enterprise Value $8.41T
Trailing P/E 35.0
Forward P/E 21.1
Price / Sales 0.5
EV / Revenue 2.0
Revenue Growth 35.1%
Earnings Growth 58.4%
Gross Margin 61.9%
Operating Margin 58.1%
Net Margin 46.5%
ROE 36.2%
Free Cash Flow $721.56B
FCF Margin 17.6%
Debt / Equity 0.17x
Current Ratio 2.49x
Dividend Yield 85.00%
Next Earnings Jul 16, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

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.