Taiwan Semiconductor Manufacturing Company Limited delivered outstanding Q2 results, with revenue up 44.4% YoY and significant margin expansion, reflecting robust demand and pricing power. TSMC's latest technology ramp, especially 3nm, is driving growth, while High Performance Computing continues to gain importance within the revenue mix. Q3 guidance is softer, with expected deceleration in revenue growth and margin contraction, tempering the near-term outlook.
Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum, which is understandable following robust Q2 results. However, taking a longer-term view reveals the likelihood for TSM stock valuation multiple contraction. High-performance computing revenue is currently 60% of TSMC's total revenue, with AI-related revenues shifting from 100% to about 50% annual growth next year.
There have been a few times in the stock market when investors received a clear signal, as they do right now, with a focus on the technology sector amid a race for artificial intelligence dominance and a broader market share for the United States. As trade tariffs begin to create more uncertainty and rivalry with countries like China, onshoring the manufacturing and supply capacity of chips and semiconductors has become a top priority.
![]() TSM In 1 month Announced | Quarterly | $0.82 Per Share |
![]() TSM 1 month ago Paid | Quarterly | $0.69 Per Share |
![]() TSM 4 months ago Paid | Quarterly | $0.68 Per Share |
![]() TSM 7 months ago Paid | Quarterly | $0.62 Per Share |
![]() TSM 10 months ago Paid | Quarterly | $0.63 Per Share |
16 Oct 2025 (In 3 months) Date | | 2.46 Cons. EPS | - EPS |
16 Jul 2025 Date | | 2.33 Cons. EPS | - EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
16 Jan 2025 Date | | 2.17 Cons. EPS | 2.24 EPS |
17 Oct 2024 Date | | 1.8 Cons. EPS | 1.94 EPS |
![]() TSM In 1 month Announced | Quarterly | $0.82 Per Share |
![]() TSM 1 month ago Paid | Quarterly | $0.69 Per Share |
![]() TSM 4 months ago Paid | Quarterly | $0.68 Per Share |
![]() TSM 7 months ago Paid | Quarterly | $0.62 Per Share |
![]() TSM 10 months ago Paid | Quarterly | $0.63 Per Share |
16 Oct 2025 (In 3 months) Date | | 2.46 Cons. EPS | - EPS |
16 Jul 2025 Date | | 2.33 Cons. EPS | - EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
16 Jan 2025 Date | | 2.17 Cons. EPS | 2.24 EPS |
17 Oct 2024 Date | | 1.8 Cons. EPS | 1.94 EPS |
Semiconductors Industry | Technology Sector | C. C. Wei CEO | XDUS Exchange | US8740391003 ISIN |
TW Country | 65,152 Employees | 16 Sep 2025 Last Dividend | 15 Jul 2009 Last Split | - IPO Date |