2330 Share Price Performance
NT$0
-1020.00 (-100.00%)
Price NT$0
Fair ValueNT$2,151.61
Share Pricen/a
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 665 Fair Values set on narratives written by author
2330 Community Narratives
AN
Fair Value NT$2.15k 9.6% 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
314users have followed this narrative
AN
Fair Value NT$2.77k 29.8% undervalued intrinsic discount
Digital Transformation And AI Trends Will Expand Semiconductor Markets
0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
ST
Fair Value NT$2.22k 12.5% undervalued intrinsic discount
(Almost) The Only Game in Town
4users have liked this narrative
0users have commented on this narrative
1users 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
56
users have viewed this narrative4users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
ST
NT$2.22k
12.5% undervalued intrinsic discount
steingar's Fair Value
Revenue
12% p.a.
Profit Margin
38%
Future PE
35x
Price in 2031
NT$3.44k
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
213
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
AN
NT$1.77k
9.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
17.53% p.a.
Profit Margin
46.2%
Future PE
20.89x
Price in 2029
NT$2.3k
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
112
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
AN
NT$2.77k
29.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
30.87% p.a.
Profit Margin
46.27%
Future PE
23.63x
Price in 2029
NT$3.6k
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
314users have followed this narrative
AN
NT$2.15k
9.6% 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
Trending Discussion
Recently Updated Narratives
ST
(Almost) The Only Game in Town
Fair Value: NT$2.22k 12.5% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
2330: Surging AI Orders Will Eventually Clash With Capacity And Execution Limits
Fair Value: NT$1.77k 9.8% overvalued intrinsic discount
9 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
2330: Rising AI Demand And Capacity Expansion Will Support Future Repricing
Fair Value: NT$2.77k 29.8% undervalued intrinsic discount
19 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%
- 18.9%
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.