NYSE
418.21USD
+4.46 (+1.08%)
We have scored 106 news catalysts on Taiwan Semiconductor Manufacturing Company Limited (TSM) over the past 12 months. The biggest single-day move next to one of them came Oct 13, 2025, when TSM closed +7.9%: “Retaliation or escalation? Trust between the U.S. and China is fading fast, analysts say”. Coverage across the window leans positive (average ticker sentiment +0.48). Most of the impact sits in sector technology and revenue growth rate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
2.2T
P/E
—
EPS
—
Beta
1.39
52W range
257.98-479
Day range
416.77–419.56
Open
418.20
Prev close
413.75
Volume
5.9M
Avg volume
12.9M
Dividend
3.50
IPO
1997-10-09
Analysts publish price targets on TSM, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
9 analyst price targets from $500 to $700
as of 2026-09-03
The market is 28% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Taiwan Semiconductor Manufacturing Company Limited — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Taiwan Semiconductor Manufacturing Company Limited, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for TSM: .
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Taiwan Semiconductor Manufacturing Company Limited (TSMC), along with its affiliated entities, operates globally in the semiconductor industry, specializing in the manufacturing, packaging, meticulous testing, and worldwide distribution of integrated circuits and other crucial semiconductor components. Its expansive international presence covers key markets such as Taiwan, China, Europe, the Middle East, Africa, Japan, and the United States. The company is renowned for its diverse array of wafer fabrication processes. These capabilities enable the production of various advanced semiconductor types, including complementary metal-oxide-semiconductor (CMOS) logic, mixed-signal devices, radio frequency components, embedded memory, and bipolar CMOS mixed-signal circuits. Beyond its core foundry services, TSMC extends its offerings to include dedicated customer and engineering support. It also undertakes the production of specialized masks, actively invests in burgeoning technology startups, and manages the entire lifecycle—from research and development through to manufacturing, packaging, testing, and sales—of color filters. Furthermore, the company provides a range of investment services. TSMC's cutting-edge products are indispensable across numerous sectors, powering high-performance computing, modern smartphones, Internet of Things (IoT) ecosystems, sophisticated automotive systems, and a broad spectrum of digital consumer electronics. Established in 1987, the enterprise is officially headquartered in Hsinchu City, Taiwan.
The price at $418 sits 28% below the median analyst target of $575 and below every published model, meaning the market has heard the bull case for sustained AI demand but refuses to pay for it, pricing in a sharp growth deceleration from the 33% just delivered down to the 18.9% the reverse-DCF requires.
What the disagreement turns on
Does AI-driven demand actually sustain revenue growth above 19% and margins above 60% through 2029, and while the news flow is loud, the wired data can only confirm the revenue and volume trajectory—not whether the spending translates into durable pricing power.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
