Semiconductor (chip) manufacturing giant Taiwan Semiconductor Manufacturing (TSM 0.24%) recently joined the elite trillion-dollar club, becoming one of only 10 companies with a market cap of over $1 trillion (as of July 8).
TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.
TSMC remains a core holding in my portfolio due to its dominant market position, critical role in global tech, and unmatched competitive advantages. International expansion is reducing geopolitical risk, supporting a fair valuation multiple, while strong earnings growth potential remains intact. AI-driven demand is fueling impressive earnings growth, and I expect upward revisions to analyst estimates and guidance in upcoming quarters.
![]() TSM In 2 months Announced | Quarterly | $0.82 Per Share |
![]() TSM 1 month ago Paid | Quarterly | $0.69 Per Share |
![]() TSM 3 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 Jul 2025 (In 3 days) 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 |
18 Jul 2024 Date | | 1.43 Cons. EPS | 1.48 EPS |
![]() TSM In 2 months Announced | Quarterly | $0.82 Per Share |
![]() TSM 1 month ago Paid | Quarterly | $0.69 Per Share |
![]() TSM 3 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 Jul 2025 (In 3 days) 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 |
18 Jul 2024 Date | | 1.43 Cons. EPS | 1.48 EPS |
Semiconductors Industry | Technology Sector | C. C. Wei CEO | XWBO Exchange | US8740391003 ISIN |
TW Country | 65,152 Employees | 16 Sep 2025 Last Dividend | 15 Jul 2009 Last Split | - IPO Date |