Taiwan Semiconductor Manufacturing Company delivered a standout Q2 with $40.2B in revenue, a 67.7% gross margin, and robust Q3 guidance. TSM's capital expenditure guidance increased to $60–$64B for 2026, reflecting strong customer demand rather than speculative capacity expansion. Margins remain exceptional despite capex intensity, with Q3 guidance for 65–67% gross margin and 56–58% operating margin.
TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
TSM beats Q2 2026 estimates as revenues rise 33.7%, powered by leading-edge demand, while upbeat Q3 guidance signals further AI-driven growth.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Simon Coles Barclays | 188.12 | $75,209.19 | $74,825.98 | -$383.21 | -0.51% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | C. C. Wei CEO | NYSE Exchange | 874039100 CUSIP |
| TW Country | 65,152 Employees | 16 Sep 2026 Last Dividend | 15 Jul 2009 Last Split | - IPO Date |
Taiwan Semiconductor Manufacturing Company Limited (TSMC), along with its subsidiaries, is a prominent player in the global semiconductor industry. It is involved in the manufacturing, packaging, testing, and selling of integrated circuits and other semiconductor devices across a diverse geographical footprint that includes Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and other international markets. TSMC's services are fundamental to a wide range of technological applications, from high-performance computing and smartphones to automotive systems and digital consumer electronics. Founded in 1987, the company has established its headquarters in Hsinchu City, Taiwan, epitomizing its role as a key innovator and manufacturer in the semiconductor sector.
Includes a variety of processes that are critical in the creation of semiconductors, such as complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, and embedded memory, along with bipolar CMOS mixed-signal technologies. These advanced processes enable the production of chips that cater to the evolving needs of high-tech industries.
Ensures that clients receive the needed support ranging from design to finished product, enabling optimized utilization of TSMC's manufacturing capabilities. This comprehensive support system is integral to maintaining high levels of customer satisfaction and fostering long-term relationships.
Another core service offered by TSMC is the production of masks, which are essential tools in the lithography process used to print patterns on semiconductor wafers. These masks are crucial for defining the intricate structures of semiconductor devices.
TSMC actively invests in technology start-ups, indicating its commitment to fostering innovation and staying at the forefront of technological advancements. These investments help drive the development of new technologies and ensure TSMC’s continued leadership in the semiconductor industry.
The company also specializes in the research, design, development, manufacturing, packaging, testing, and selling of color filters, which are used in the production of displays for various digital devices. This diversifies TSMC’s product offerings and enhances its role in the broader technology ecosystem.
TSMC provides investment services, showcasing its multifaceted approach to business growth and the semiconductor ecosystem. This aspect of their services underlines the company's strategic initiatives beyond manufacturing, towards financial engagement within the tech industry.