NYSE · TSM
Technology · Semiconductors
$452.00
Up+$6.86 (+1.54%)
Updated Sep 23, 2026, 6:48 AM
SID Score
7.9/10
Composite research score
Smart Money
67/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
TSM closed at $452.00 after 20 trading sessions, up 8.29% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 22, 2026 | $441.22 | $452.88 | $441.20 | $452.00 | 11.26M |
| Sep 21, 2026 | $440.80 | $445.72 | $437.06 | $445.14 | 9.94M |
| Sep 18, 2026 | $429.04 | $434.8165 | $428.98 | $434.67 | 12.91M |
| Sep 17, 2026 | $424.40 | $430.53 | $423.39 | $430.26 | 12.45M |
| Sep 16, 2026 | $418.20 | $419.85 | $413.88 | $417.72 | 10.49M |
| Sep 15, 2026 | $421.94 | $421.94 | $412.55 | $413.75 | 9.46M |
| Sep 14, 2026 | $416.01 | $424.45 | $416.01 | $418.01 | 14.31M |
| Sep 11, 2026 | $431.55 | $435.37 | $428.90 | $433.24 | 10.64M |
| Sep 10, 2026 | $426.44 | $432.5299 | $424.05 | $428.03 | 8.37M |
| Sep 9, 2026 | $434.46 | $439.40 | $431.87 | $435.36 | 7.5M |
| Sep 8, 2026 | $438.02 | $444.29 | $433.72 | $439.00 | 13.09M |
| Sep 4, 2026 | $421.88 | $429.82 | $419.42 | $428.91 | 12.28M |
| Sep 3, 2026 | $413.29 | $417.30 | $407.815 | $417.01 | 7.83M |
| Sep 2, 2026 | $413.20 | $416.50 | $411.27 | $415.50 | 6.3M |
| Sep 1, 2026 | $417.80 | $418.62 | $412.065 | $414.00 | 7.93M |
| Aug 31, 2026 | $417.23 | $423.80 | $414.6001 | $415.32 | 6.75M |
| Aug 28, 2026 | $427.49 | $429.12 | $417.32 | $417.52 | 8.9M |
| Aug 27, 2026 | $423.015 | $429.64 | $420.53 | $427.30 | 12.75M |
| Aug 26, 2026 | $418.45 | $420.75 | $414.41 | $417.69 | 7.45M |
| Aug 25, 2026 | $414.585 | $419.7695 | $414.03 | $417.41 | 7.05M |
The latest Smart Investors Daily articles mentioning TSM.
TSM research
Company profile and research snapshot.
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with mid-60s market share in 2024. 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.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 28, 2020 | New Street | Buy | — |
| Jul 24, 2020 | Macquarie | Outperform | — |
| Dec 17, 2019 | China Renaissance | Buy | — |
| Sep 30, 2019 | Goldman Sachs | Buy | — |
| Sep 5, 2019 | Morgan Stanley | Overweight | — |
No generated briefing is available yet.
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Interpretive context generated from the platform’s current data sources.
Taiwan Semiconductor Manufacturing Company Limited (TSM) trades at $445.14, reflecting a 65.41% gain over the trailing twelve months, per SID market data. The stock has risen 5.48% over the past month, though it remains down 5.94% on a three-month basis, suggesting near-term recovery following a broader pullback. TSM currently trades above both its 50-day moving average of $417.37 and its 200-day moving average of $379.40, indicating sustained upward momentum on intermediate and long-term timeframes. The 14-day RSI reads 60.1, placing the stock in neutral-to-modestly-bullish territory without signaling overbought conditions. Average daily trading volume stands at approximately 12.97 million shares, according to Massive/Polygon data. With a market capitalization of approximately $1.58 trillion and a beta of 1.267, TSM exhibits above-average sensitivity to broader market movements relative to the benchmark index.
TSM currently carries a price-to-earnings ratio of 26.20, positioning it at a premium relative to the broader semiconductor industry, per SID market data. The PEG ratio stands at 2.28, suggesting that the stock's valuation extends beyond near-term earnings growth expectations when measured on a growth-adjusted basis. The price-to-book ratio of 8.35 reflects the market's valuation of TSMC's tangible and intangible asset base, consistent with a capital-intensive foundry business commanding significant intellectual property advantages. According to SEC filings, the company offers a dividend yield of approximately 1.29%, providing modest income to shareholders. As a $1.58 trillion technology-sector entity, TSMC's premium valuation metrics align with its dominant position in advanced semiconductor manufacturing. Investors weigh these multiples against the company's structural role in global chip supply chains and its ongoing capital expenditure commitments to next-generation fabrication nodes.
TSMC's composite smart money score registers at 67 out of 100 with a neutral signal, per SID market data. Institutional positioning is notably strong at 23.0 out of 25, indicating that large asset managers maintain substantial allocations to the stock. The insider activity score stands at 22.0 out of 25, supported by 20 insider transactions filed over the past 90 days according to SEC Form 4 filings. Of those transactions, 18 were purchases compared to just 2 sales, reflecting a pronounced buy-side skew among company insiders. Congressional trading activity scores 12.8 out of 25, representing moderate engagement from lawmakers disclosed through public filings. Dark pool activity registers at 9.1 out of 25, suggesting relatively limited off-exchange block trading. The divergence between strong institutional and insider conviction and more muted dark pool and congressional activity contributes to the overall neutral composite signal, per 13F institutional filings. The insider buy-to-sell ratio of 9-to-1 remains a notable data point for tracking corporate officer sentiment.
TSMC has demonstrated consistent earnings outperformance in its most recent reported quarters. According to company earnings reports, the April 2026 quarter delivered earnings per share of $3.49 against a consensus estimate of $3.31, representing a positive surprise of $0.18. The July 2026 quarter showed stronger beat magnitude, with actual EPS of $4.31 exceeding the $3.77 estimate by $0.54, a 14.3% upside surprise. Analyst estimates project continued earnings acceleration, with the next reporting period targeting $3.27 per share and the October 2026 quarter estimated at $4.45 per share. The sequential growth trajectory from $3.27 to $3.49 to $4.31 to a projected $4.45 reflects the anticipated demand ramp for advanced process nodes. These consecutive positive earnings surprises underscore TSMC's operational execution and demand visibility across its customer base, driven by sustained AI and high-performance computing chip fabrication demand.
Wall Street coverage of TSM has reflected a consistently bullish stance across major investment banks. According to Wall Street analyst reports, New Street initiated coverage with a Buy rating in August 2020, while Macquarie upgraded the stock to Outperform from Neutral in July 2020. Goldman Sachs reiterated its Buy rating in September 2019, and Morgan Stanley upgraded TSM to Overweight from Equal-Weight in September 2019, per SID consensus data. China Renaissance also upgraded its rating to Buy from Hold in December 2019. Notably, the available analyst actions show exclusively positive or reaffirming movements, with no downgrades recorded among the tracked coverage. The pattern of upgrades from neutral-tier ratings to buy-equivalent ratings across firms including Goldman Sachs, Morgan Stanley, and Macquarie reflects broad institutional recognition of TSMC's structural growth positioning. The stock's subsequent 65.41% twelve-month return has validated the directional consensus established by these analyst actions.
The latest Smart Investors Daily articles mentioning TSM.
