Nama Insights

Taiwan Semiconductor Manufacturing (TSM)

Technology · Semiconductors · NYSE

Taiwan Semiconductor Manufacturing (TSM) is a Technology company in the Semiconductors industry. It has a market capitalization of $1.95T, a trailing price-to-earnings ratio of 24.2 and a free-cash-flow yield of 1.6%. Over the most recent reported fiscal year, revenue grew 31.6% and free cash flow per share grew 15.2%. Nama's AI scorecard rates it Buy, 8.4 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 8.4/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Leading · +63.2% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-23.0%
How far the last close sits under the highest price of the past five years.
Market cap$1.95T
Trailing P/E24.2
Price / book45.3
Price / sales12.8
FCF yield1.6%
Dividend yield1.0%
Gross margin65.8%
Operating margin58.0%
Net margin51.1%
Revenue growth (YoY)+31.6%
Revenue growth (3-yr annual)+18.9%
EPS growth (YoY)+51.3%
FCF/share growth (YoY)+15.2%
Beta1.2
ExchangeNYSE
SectorTechnology
IndustrySemiconductors

TSM earnings

Next report: Jan 14, 2027 (Q4 2026, EPS estimate $5.16). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 15, 2026 $4.60 $4.52 +1.8% $45.88B
Q2 2026 Jul 16, 2026 $4.31 $3.89 +10.8% $39.01B
Q1 2026 Apr 15, 2026 $3.49 $3.33 +4.8% $34.83B
Q4 2025 Jan 15, 2026 $3.14 $2.98 +5.4% $32.12B

TSM analyst price target

Median target $560.00 from 20 analysts, ranging $440.00 – $1,000.00.

Semiconductors peers

TickerCompanyMarket capP/E
NVDA NVIDIA $4.51T 26.6
AVGO Broadcom $1.40T 36.1
SKHY SK hynix $897.97B —
MU Micron Technology $780.68B 9.1
AMD Advanced Micro Devices $736.46B 67.5
INTC Intel $299.13B 40.8
TXN Texas Instruments $253.58B 36.0
ARM Arm Holdings $186.84B 87.3
Explore live TSM data on Nama Insights →

Recent Congressional trades

Taiwan Semiconductor Manufacturing trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Richard W. Allen House Buy $1,001 - $15,000 Sep 22, 2026
Cleo Fields House Buy $1,001 - $15,000 Jul 30, 2026
Richard W. Allen House Buy $1,001 - $15,000 Jun 16, 2026
Cleo Fields House Buy $1,001 - $15,000 Apr 20, 2026
Julia Letlow House Buy $1,001 - $15,000 Mar 12, 2026
Richard W. Allen House Buy $1,001 - $15,000 Mar 11, 2026
Gilbert Cisneros House Buy $100,001 - $250,000 Mar 9, 2026
Cleo Fields House Buy $1,001 - $15,000 Feb 3, 2026
Julia Letlow House Sell $1,001 - $15,000 Jan 13, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Jared Moskowitz House Buy $1,001 - $15,000 Nov 22, 2025

TSM FAQ

Is TSM a buy?
Nama's AI scorecard currently rates Taiwan Semiconductor Manufacturing Buy (8.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TSM's P/E ratio?
Taiwan Semiconductor Manufacturing trades at a trailing price-to-earnings ratio of 24.2.
When does TSM report earnings?
Taiwan Semiconductor Manufacturing's next scheduled report is on Jan 14, 2027. Analysts expect EPS of $5.16.
What is the TSM price target?
The median analyst price target from 20 analysts is $560.00, with a range of $440.00 – $1,000.00.
Is TSM Shariah compliant?
Nama's AAOIFI-style screen reads Taiwan Semiconductor Manufacturing as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does TSM pay a dividend?
Yes — Taiwan Semiconductor Manufacturing's dividend yield is 1.0%.

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