Business description: TSMC (Taiwan Semiconductor Manufacturing Company)

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.

Number of employees: 76,907

Sales by Activity: TSMC (Taiwan Semiconductor Manufacturing Company)

Fiscal Period: December 2021 (TWD) 2022 (TWD) 2023 (TWD) 2024 (TWD) 2025 (TWD)

Foundry

1,58700Cr 2,26400Cr 2,16200Cr 2,89400Cr 3,80900Cr

Geographical breakdown of sales: TSMC (Taiwan Semiconductor Manufacturing Company)

Fiscal Period: December 2021 (TWD) 2022 (TWD) 2023 (TWD) 2024 (TWD) 2025 (TWD)

United States

1,01600Cr 1,49300Cr 1,40900Cr 1,99200Cr 2,83500Cr

China

16TCr 25TCr 27TCr 33TCr 33TCr

Taiwan

20TCr 21TCr 15TCr 27TCr 30TCr

Japan

7.19TCr 12TCr 13TCr 14TCr 15TCr

Europe, The Middle East and Africa (EMEA)

8.9TCr 12TCr 12TCr 10TCr 13TCr

Others

4.2TCr 7.21TCr 8.65TCr 5.29TCr 7.04TCr

Executive Committee: TSMC (Taiwan Semiconductor Manufacturing Company)

Manager TitleAgeSince
Chief Executive Officer - 01/02/1998
Director of Finance/CFO - -
Chief Tech/Sci/R&D Officer - -
Chief Tech/Sci/R&D Officer - 01/02/2021
Chief Tech/Sci/R&D Officer - -

Composition of the Board of Directors: TSMC (Taiwan Semiconductor Manufacturing Company)

Director TitleAgeSince
Director/Board Member 81 07/05/2002
Director/Board Member 81 01/07/2005
Chairman - 04/06/2024
Director/Board Member 74 09/06/2015
Director/Board Member 71 05/06/2019
Director/Board Member 75 26/07/2021
Director/Board Member 74 04/06/2024
Director/Board Member 70 04/06/2024
Director/Board Member 67 04/06/2024
Director/Board Member - 01/09/2025

Shareholders: TSMC (Taiwan Semiconductor Manufacturing Company)

NameEquities%Valuation
National Development Fund of The Executive Yuan
6.377 %
1,65,37,09,980 6.377 % 111 B NT$
Sjunde AP-fonden
0.2256 %
5,84,93,387 0.2256 % 3 941 M NT$
Fidelity Management & Research (Hong Kong) Ltd.
0.2165 %
5,61,37,017 0.2165 % 3 783 M NT$
State Street Global Advisors Ltd.
0.1693 %
4,39,13,925 0.1693 % 2 959 M NT$
0.1334 %
3,46,05,530 0.1334 % 2 332 M NT$
NameEquities%Valuation
Fidelity Management & Research Co. LLC
1.164 %
6,03,92,187 1.164 % 23 919 M NT$
Capital Research & Management Co. (World Investors)
0.6341 %
3,28,86,937 0.6341 % 13 025 M NT$
Sanders Capital LLC
0.541 %
2,80,60,092 0.541 % 11 113 M NT$
JPMorgan Investment Management, Inc.
0.4624 %
2,39,84,642 0.4624 % 9 499 M NT$
Van Eck Associates Corp.
0.3714 %
1,92,62,004 0.3714 % 7 629 M NT$
NameEquities%Valuation
Caixa DTVM SA
0.0002 %
4,14,181 0.0002 % 20 M NT$
Safari Capital Gestão de Recursos Ltda.
0.000089 %
1,84,598 0.000089 % 9 M NT$
Western Asset Management Company DTVM Ltda.
0.000061 %
1,26,819 0.000061 % 6 M NT$
Bank of America Merrill Lynch Banco Multiplo SA
0.000039 %
80,610 0.000039 % 4 M NT$
XP Allocation Asset Management Ltda.
0.000023 %
48,045 0.000023 % 2 M NT$

Holdings: TSMC (Taiwan Semiconductor Manufacturing Company)

NameEquities%Valuation
4,66,87,859 34.84% 6 277 M $
21,36,19,000 67.11% 3 883 M $
50,67,09,324 27.13% 2 327 M $
11,12,81,925 41.01% 704 M $

Company details: TSMC (Taiwan Semiconductor Manufacturing Company)

Taiwan Semiconductor Manufacturing Co., Ltd.

Hsinchu Science Park

300 96, Hsinchu

+886 3 563 6688

http://www.tsmc.com
address TSMC (Taiwan Semiconductor Manufacturing Company)(2330)

Group companies: TSMC (Taiwan Semiconductor Manufacturing Company)

NameCategory and Sector
Investment Managers
Investment Managers

Integrated Circuits

Change 5d. change 1-year change 3-years change Capi.($)
-1.56%-2.22%+124.09%+314.47% 1,83900Cr
-7.21%-14.73%+140.84%+352.01% 17TCr
+5.13%+1.19%+698.85%+759.11% 5.66TCr
-0.22%-7.45%+579.91%+2,357.99% 5.16TCr
-2.66%-10.24%+343.39%+1,707.83% 4.96TCr
+3.35%-3.09% - - 4.28TCr
+0.25%-6.51%+726.26%+381.18% 4.1TCr
-1.08%+0.76%+285.50%+476.22% 3.36TCr
+5.48%+18.69%+224.89%+293.64% 3.03TCr
-1.59%-5.59%+236.39%+433.82% 2.95TCr
Average -0.01%-4.85%+373.35%+786.25% 23.46TCr
Weighted average by Cap. -1.59%-1.97%+170.22%+408.73%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
33
Last Close Price
2,205.00TWD
Average target price
2,558.00TWD
Spread / Average Target
+16.01%

Quarterly revenue - Rate of surprise

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