2330 Share Price Performance
NT$0
-988.00 (-100.00%)
Price NT$0
Fair ValueNT$2,770.00
Share Pricen/a
- 6 Narratives written by author
- 3 Comments on narratives written by author
- 671 Fair Values set on narratives written by author
2330 Community Narratives
AN
Fair Value NT$2.77k 31.8% undervalued intrinsic discount
Digital Transformation And AI Trends Will Expand Semiconductor Markets
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AN
Fair Value NT$2.15k 12.2% undervalued intrinsic discount
2330: Artificial Intelligence Demand Will Drive Multi-Year Opportunity And Sector Leadership
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316users have followed this narrative
ST
Fair Value NT$2.22k 15.0% undervalued intrinsic discount
(Almost) The Only Game in Town
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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
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(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
69
users have viewed this narrative4users have liked this narrative
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ST
NT$2.22k
15.0% undervalued intrinsic discount
steingar's Fair Value
Revenue
12% p.a.
Profit Margin
38%
Future PE
35x
Price in 2031
NT$3.44k
Taiwan Semiconductor Manufacturing Co. (TSM): The Silicon Sovereign – Anchoring the Global AI Economy in 2026.
Taiwan Semiconductor Manufacturing Co. (TSMC), listed on the Taiwan Stock Exchange as 2330, is the fundamental heartbeat of the global digital economy, trading at NT$1,115.00 as of the March 4, 2026, market open. The stock saw a slight NT$15.00 decline today, following a broader cooling in the high-growth tech sector after hitting a record high of NT$1,230.00 in late February.Read more
48
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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
241
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AN
NT$1.77k
6.7% 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
120
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AN
NT$2.77k
31.8% 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
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AN
NT$2.15k
12.2% 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
JA
Investment Narrative: The Strategic Position of TSMC in the AI-Driven Semiconductor Industry
Fair Value: NT$2.79k 32.3% undervalued intrinsic discount
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VE
Taiwan Semiconductor Manufacturing Co. (TSM): The Silicon Sovereign – Anchoring the Global AI Economy in 2026.
Fair Value: NT$2.89k 34.6% undervalued intrinsic discount
1 followerusers have followed this narrative
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ST
(Almost) The Only Game in Town
Fair Value: NT$2.22k 15.0% undervalued intrinsic discount
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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.