2330 Share Price Performance
NT$0
-1080.00 (-100.00%)
Price NT$0
Fair ValueNT$2,622.42
Share Pricen/a
Narrative Update • Jul 01
- 5 Narratives written by author
- 3 Comments on narratives written by author
- 730 Fair Values set on narratives written by author
2330 Community Narratives
AN
Fair Value
·Fair Value NT$2.62k 6.2% 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
339users have followed this narrative
JA
Fair Value
·Fair Value NT$2.79k 11.8% undervalued intrinsic discount
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
1users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
ST
Fair Value
·Fair Value NT$2.01k 22.3% overvalued intrinsic discount
(Almost) The Only Game in Town
6users have liked this narrative
0users have commented on this narrative
8users 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
ST
NT$2.01k
22.3% overvalued 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
Digital Transformation And AI Trends Will Expand Semiconductor Markets
A surge in AI and everyday tech upgrades could keep Taiwan Semiconductor’s most advanced chip services in short supply, giving it more pricing power than many expect. But its push to build more factories overseas and rising geopolitical and customer risks could make that growth bumpier than it looks.Read more
AN
NT$3.5k
29.7% undervalued intrinsic discount
Fair Value
Revenue
38.74% p.a.
Profit Margin
54.89%
Future PE
19.98x
Price in 2029
NT$4.64k
2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership
Demand for the most advanced chips keeps rising as artificial intelligence spreads into more products, and TSMC sits at the center of that supply chain with long-term partners. The catch is that building factories outside Taiwan and navigating currency swings and trade rules could squeeze profits even if sales keep climbing.Read more
AN
NT$2.62k
6.2% undervalued intrinsic discount
Fair Value
Revenue
25.83% p.a.
Profit Margin
45.44%
Future PE
24.25x
Price in 2029
NT$3.47k
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
AN
NT$1.97k
24.8% overvalued intrinsic discount
Fair Value
Revenue
15.72% p.a.
Profit Margin
46.55%
Future PE
22.49x
Price in 2029
NT$2.57k
Trending Discussion
Recently Updated Narratives
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When the World Fractures, TSMC Matters More
Fair Value: NT$2.01k 22.3% overvalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
2 likesusers have liked this narrative
JA
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
Fair Value: NT$2.79k 11.8% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
2330: AI Capacity Constraints Will Drive Future Repricing Potential
Fair Value: NT$3.5k 29.7% undervalued intrinsic discount
22 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
Taiwan Semiconductor Manufacturing Company Limited Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 16, 2026
- 73.60
- 61.87%
- 46.51%
- 17.8%
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. Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
Recent 2330 News & Updates
Narrative Update • Jun 17