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Taiwan Semiconductor Manufacturing Company Limited Stock Price

TWSE:2330 Community·NT$63.3t Market Cap
  • 5 Narratives written by author
  • 3 Comments on narratives written by author
  • 804 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

2330 Share Price Performance

NT$0
-1160.00 (-100.00%)
​
NT$2,010.85
Fair Value
NT$0
-1160.00 (-100.00%)
​
Price NT$0
Fri, 20 Mar 26
Fair ValueNT$2,010.85
Share Pricen/a

2330 Community Narratives

ST
steingar's
Fair Value
·
Fair Value NT$2.01k 18.6% overvalued intrinsic discount

(Almost) The Only Game in Town

6users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value NT$3.11k 23.2% 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
353users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value NT$2.33k 2.2% overvalued intrinsic discount

Margin Erosion And Geopolitical Tensions Will Undermine Profitability

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
2330 logo
Taiwan Semiconductor Manufacturing
18.6% overvalued intrinsic discount

(Almost) The Only Game in Town

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ST
steingar
Updated 20 Mar
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2330 logo
Taiwan Semiconductor Manufacturing
14.5% undervalued intrinsic discount

Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry

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JA
Jai0011
Published 12 Mar
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2330 logo
Taiwan Semiconductor Manufacturing
38.2% undervalued intrinsic discount
Updated

Digital Transformation And AI Trends Will Expand Semiconductor Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Aug
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2330 logo
Taiwan Semiconductor Manufacturing
2.2% overvalued intrinsic discount

Margin Erosion And Geopolitical Tensions Will Undermine Profitability

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AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
Read Narrative
2330 logo
Taiwan Semiconductor Manufacturing
23.2% undervalued intrinsic discount

2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jul
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Trending Discussion

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Recently Updated Narratives

ST
2330 logo

When the World Fractures, TSMC Matters More

Fair Value: NT$2.01k 18.6% overvalued intrinsic discount
31 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
2 likesusers have liked this narrative
JA
2330 logo

Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry

Fair Value: NT$2.79k 14.5% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
2330 logo

2330: AI Capacity Build Out Will Drive Future Repricing Potential

Fair Value: NT$3.86k 38.2% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
5 Rewards
View Full Analysis

Taiwan Semiconductor Manufacturing Company Limited Key Details

NT$4.4t

Revenue

NT$1.6t

Cost of Revenue

NT$2.9t

Gross Profit

NT$635.3b

Other Expenses

NT$2.2t

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
85.48
64.23%
49.92%
15.9%
View Full Analysis

About 2330

Founded
1987
Employees
76907
CEO
C. C. Wei
WebsiteView website
www.tsmc.com

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. Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.

Recent 2330 News & Updates

User avatar
Narrative Update • Aug 26

2330: AI Capacity Build Out Will Drive Future Repricing Potential

Analysts have modestly raised their implied fair value estimate for Taiwan Semiconductor Manufacturing to NT$3,858.72, reflecting higher modeled revenue growth and continued AI related capex plans, even as updated assumptions factor in slightly lower profit margins and a marginally lower future P/E multiple. Analyst Commentary Street research on Taiwan Semiconductor Manufacturing in recent months has skewed positive, with many bullish analysts revisiting their models after what they describe as strong earnings, higher capital expenditure plans and ongoing AI related demand.
User avatar
Narrative Update • Aug 12

2330: AI Capacity Constraints And Heavy Capex Plans Will Shape Future Margins

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to NT$2,332.83 from NT$1,971.21 as they factor in higher modeled revenue growth tied to strong AI related wafer demand and increased long term capital spending plans, while also using a slightly higher discount rate and similar forward P/E assumptions. Analyst Commentary Recent Street research on Taiwan Semiconductor Manufacturing highlights a broad group of firms lifting their price targets while still flagging some risks that long term investors should keep in mind.
User avatar
Narrative Update • Jul 29

2330: AI Capacity And Capex Expansion Will Drive Advanced Packaging Upside

Analysts have lifted their fair value estimate for Taiwan Semiconductor Manufacturing to about NT$3,106 from roughly NT$2,622, citing higher modeled revenue growth and margins, as well as updated views on long term AI driven wafer demand and capital spending. Analyst Commentary Recent Street research on Taiwan Semiconductor Manufacturing points to an active debate on how much future AI related demand and capital spending should influence valuation.

Recent updates

No updates

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