2330 Share Price Performance
NT$1,760.00
816.00 (86.44%)
24.0% undervalued intrinsic discount
NT$2,315.66
Fair Value
Price NT$1,760.00
AnalystConsensusTarget NT$2,315.66
steingar NT$2,010.85
Jai0011 NT$2,789.74
Fair ValueNT$2,315.66
Share Pricen/a
- 6 Narratives written by author
- 3 Comments on narratives written by author
- 681 Fair Values set on narratives written by author
2330 Community Narratives
AN
Fair Value NT$2.32k 24.0% undervalued intrinsic discount
2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership
5users have liked this narrative
2users have commented on this narrative
316users have followed this narrative
ST
Fair Value NT$2.01k 12.5% undervalued intrinsic discount
(Almost) The Only Game in Town
5users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
JA
Fair Value NT$2.79k 36.9% undervalued intrinsic discount
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
(Almost) The Only Game in Town
Main Assertion TSMC is undervalued. That might be insane for the a top 10 largest company in world by market cap, but a basic considering of the facts and status within the broader economy makes this self-evident: TSMC is NOT merely a cyclical semiconductor manufacturer; it is critical infrastructure for the global digital economy.Read more
138
users have viewed this narrative5users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
ST
NT$2.01k
12.5% undervalued intrinsic discount
Fair Value
Revenue
11% p.a.
Profit Margin
37%
Future PE
34x
Price in 2031
NT$3.11k
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry Taiwan Semiconductor Manufacturing Company (TSMC) occupies a central role in the global semiconductor supply chain. As the world’s leading pure-play semiconductor foundry, the company manufactures advanced chips designed by many of the most innovative technology firms.Read more
76
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
3users 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
1.3k
users have viewed this narrative5users have liked this narrative
2users have commented on this narrative
316users have followed this narrative
AN
NT$2.32k
24.0% undervalued intrinsic discount
Fair Value
Revenue
25.55% p.a.
Profit Margin
44.44%
Future PE
23.39x
Price in 2029
NT$3.02k
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
261
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
AN
NT$1.83k
3.6% undervalued intrinsic discount
Fair Value
Revenue
17.78% p.a.
Profit Margin
46.2%
Future PE
21.49x
Price in 2029
NT$2.38k
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
123
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
AN
NT$2.77k
36.5% undervalued intrinsic discount
Fair Value
Revenue
30.87% p.a.
Profit Margin
46.27%
Future PE
23.63x
Price in 2029
NT$3.6k
Trending Discussion
Recently Updated Narratives
ST
When the World Fractures, TSMC Matters More
Fair Value: NT$2.01k 12.5% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
JA
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
Fair Value: NT$2.79k 36.9% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
2330: Tight AI Capacity And Customer Shifts Will Support Multi Year Upside
Fair Value: NT$2.32k 24.0% undervalued intrinsic discount
316 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Taiwan Semiconductor Manufacturing Company Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 16, 2026
- 66.24
- 59.89%
- 45.10%
- 18.9%
About 2330
- Founded
- 1987
- Employees
- 76907
- 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.