2330 Share Price Performance
NT$0
-1120.00 (-100.00%)
Price NT$0
Fair ValueNT$2,151.61
Share Pricen/a
- 3 Narratives written by author
- 3 Comments on narratives written by author
- 638 Fair Values set on narratives written by author
2330 Community Narratives
AN
Fair Value NT$2.15k 19.1% undervalued intrinsic discount
2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership
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304users have followed this narrative
AN
Fair Value NT$1.41k 23.3% overvalued intrinsic discount
Margin Erosion And Geopolitical Tensions Will Undermine Profitability
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9users have followed this narrative
AN
Fair Value NT$1.57k 11.1% overvalued intrinsic discount
Digital Transformation And AI Trends Will Expand Semiconductor Markets
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15users have followed this narrative
2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership
Key Takeaways Surging AI and advanced chip demand, strategic partnerships, and geographic expansion ensure robust growth, earnings stability, and strong pricing power. Continuous innovation and operational efficiency improvements strengthen cost control, gross margins, and position the company for lasting market leadership.Read more
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users have viewed this narrative4users have liked this narrative
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304users have followed this narrative
AN
NT$2.15k
19.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
23.71% p.a.
Profit Margin
45.21%
Future PE
22.33x
Price in 2029
NT$2.8k
Margin Erosion And Geopolitical Tensions Will Undermine Profitability
Key Takeaways Overseas expansion, regulatory costs, and sustainability investments are eroding margins and diminishing TSMC's long-term profitability and capital efficiency. Customer concentration and geopolitical risks threaten revenue stability, with demand volatility and in-house chip production by clients posing further top-line challenges.Read more
149
users have viewed this narrative0users have liked this narrative
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9users have followed this narrative
AN
NT$1.41k
23.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
16.13% p.a.
Profit Margin
42.17%
Future PE
19.87x
Price in 2028
NT$1.84k
Digital Transformation And AI Trends Will Expand Semiconductor Markets
Key Takeaways Sustained AI and digital transformation demand, along with advanced packaging leadership, positions TSMC for higher margins and long-term revenue growth. Rapid U.S. capacity expansion and strategic customer relationships enhance TSMC's geopolitical resilience and earnings visibility.Read more
57
users have viewed this narrative0users have liked this narrative
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15users have followed this narrative
AN
NT$1.57k
11.1% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
23.36% p.a.
Profit Margin
43.8%
Future PE
20.33x
Price in 2028
NT$2.02k
Trending Discussion
Recently Updated Narratives
AN
2330: AI Packaging Constraints Will Support Multi Year Upside From Surging Demand
Fair Value: NT$2.15k 19.1% undervalued intrinsic discount
304 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
2330: AI Demand And U.S. Capacity Shift Will Shape Balanced Outlook
Fair Value: NT$1.41k 23.3% overvalued intrinsic discount
9 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Digital Transformation And AI Trends Will Expand Semiconductor Markets
Fair Value: NT$1.57k 11.1% overvalued intrinsic discount
15 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Taiwan Semiconductor Manufacturing Company Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 66.24
- 59.89%
- 45.10%
- 18.2%
About 2330
- Founded
- 1987
- Employees
- 83825
- CEO
- WebsiteView website
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.