Taiwan Semiconductor: Transition From An iPhone To An AI Era [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
Check Earnings Report
US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
Nvidia has surpassed Apple as TSM's largest customer, anchoring future growth to AI infrastructure and high-performance computing demand. This transition offers TSM a structurally superior financial profile compared to the smartphone era, characterized by higher demand, higher pricing power, and more resilient margins. Due to this structural shift, past P/E ratios offer limited guidance for TSM stock's future valuation multiples. Looking for a helping hand in the market? Members of Envision Early Retirement get exclusive ideas and guidance to navigate any climate. Learn More » by-studio/iStock via Getty Images TSM Stock: Q4 2025 Marks a Pivot Point I last analyzed Taiwan Semiconductor Manufacturing Company Limited ( TSM ) on Dec. 16, 2025. That article , titled "Taiwan Semiconductor: This Is The GARP Moment You've Waited For," argued for More on my IG service As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research.
Show less
Read more
Impact Snapshot
Event Time:
TSM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TSM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TSM alerts
High impacting Taiwan Semiconductor Manufacturing Company Ltd. news events
Weekly update
A roundup of the hottest topics
TSM
News
- Trump administration reaches a trade deal to lower Taiwan's tariff barriers [BNN Bloomberg (Canada)]BNN Bloomberg
- ByteDance-Samsung chip production partnership ‘clever' as this could be win-win for both: Analyst [CNBC]CNBC
- Trump administration reaches a trade deal to lower Taiwan's tariff barriers [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- U.S. reaches trade deal with Taiwan to lower tariffs [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Taiwan Semiconductor Manufacturing (NYSE:TSM) was given a new $450.00 price target on by analysts at DA Davidson.MarketBeat
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 2/10/26 - Form 6-K
- 2/10/26 - Form 6-K
- 2/10/26 - Form 6-K
- TSM's page on the SEC website