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TSM Silicon, IP & Semicap ADR

TSMC ADR

Advanced semiconductor manufacturing

Detail page

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

Price $375.44
1D change +6.33%
Market cap $1.95T
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 $375.44
1D Change +6.33%
Market Cap $1.95T
Enterprise Value $12.38T
Trailing P/E 24.3
Forward P/E 16.1
PEG Ratio 0.68x
Price / Sales 0.4
EV / Revenue 2.5
Revenue Growth 50.9%
Earnings Growth 68.7%
Gross Margin 65.8%
Operating Margin 58.7%
Net Margin 51.1%
ROE 41.9%
Free Cash Flow $1.20T
FCF Margin 24.3%
Debt / Equity 0.12x
Current Ratio 2.50x
Dividend Yield 1.18%
Next Earnings Jan 14, 2027
Quarterly Revenue $1.49T
Revenue QoQ +17.6%
Quarterly Net Income $763.06B
Net Income QoQ +8.0%

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.