Sunday, September 13, 2026
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Sep 12, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
848
relationships
20
stated objectives
4
Via News reports

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Key metrics · each point sourced

Stock Return Ytd
33.9%
Sep 10, 2026reference only
Price 52 Week High
477.57USD
Sep 10, 2026reference only
Price 52 Week Low
258.91USD
Sep 10, 2026reference only
Stock Price
428.03USD
Sep 10, 2026reference only
Capital Investment
265USD
Aug 22, 2026source
Facility Count
12plants
Jul 16, 2026source
Cumulative Investment
265USD
Jul 16, 2026source
Market Share
70percent
Jun 30, 2026source
Options Open Interest
7000contracts
May 14, 2026source
Options Volume
2800contracts
May 14, 2026source
Etf Portfolio Weight
3.81percent
Apr 20, 2026source
Forward Earnings Multiple
25ratio
Apr 20, 2026source
Gross Margin
66.2percent
Apr 17, 2026source
Net Income
572.48billion_TWD
Apr 17, 2026source
Capex
11.1USD
Apr 17, 2026source
Net Revenue
35.9USD
Apr 17, 2026source
Eps
3.49USD
Apr 16, 2026source
Net Profit Margin
50.5percent
Apr 16, 2026source

Stated objectives

Q1 2026 revenue guidance

source
target: $34.6-35.8 billion stated

Q1 2026 gross profit margin guidance

source
target: 63-65% stated

TSMC expects revenue to increase by close to 30% year over year in 2026

source
target: 30 by 2026-12-31 00:00:00stated

Q1 2026 revenue guidance

source
target: 34.6 to 35.8 billion USD stated

Q1 2026 gross profit margin guidance

source
target: 63 to 65 percent stated

Full-year 2026 revenue growth target

source
target: 30 percent year-over-year by 2026-12-31 00:00:00stated

Achieve Q1 2026 revenue between $34.6 billion and $35.8 billion

source
target: $34.6B - $35.8B stated

Achieve Q1 2026 gross profit margins between 63% and 65%

source
target: 63% - 65% stated

Achieve 2026 revenue growth close to 30% year over year

source
target: 30% by 2026-12-31 00:00:00stated

Increase capital expenditure to support AI chip demand

source
target: 52-56 billion USD by 2026-01-01 00:00:00stated

Relationship graph · 848 connections

Supplies to
338
Customer of
136
Competes with
69
Covered by
65
Developed by
54
headquartered in
45
located in
35
Invested in
31

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist
AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
Recently verified
Checked against the original source
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facts traced to their source — and we flag the ones that don't hold up.
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