Friday, October 30, 2026
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Oct 29, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
853
relationships
20
stated objectives
4
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Stock Return Ytd
29.0%
Oct 22, 2026reference only
Price 52 Week High
485.80USD
Oct 22, 2026reference only
Price 52 Week Low
275.06USD
Oct 22, 2026reference only
Stock Price
412.35USD
Oct 22, 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 gross profit margin guidance

source
target: 63% to 65% by 2026-03-31 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

Q1 2026 revenue guidance range

source
target: $34.6 billion to $35.8 billion by 2026-03-31 00:00:00stated

2026 revenue growth forecast driven by AI chip demand

source
target: close to 30% year over year by 2026-12-31 00:00:00stated

Relationship graph · 853 connections

Supplies to
342
Customer of
137
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
ESMO 2026 Oncology Data Wave Builds Toward Ivonescimab PDUFA, While Micro-Cap Biotech Exits the Market
Late October 2026 is a dense catalyst window led by ESMO 2026. Daiichi Sankyo's DXd antibody-drug conjugate (ADC) programs (DESTINY-Lung04, DESTINY-Breast11, REJOICE-Ovarian01/02, TUXEDO-3), Guardant's 25 abstracts and the PACE-LUNG ctDNA trial all report there. These feed into the FDA's 14 November 2026 PDUFA date for ivonescimab. Large and mid-cap developers with late-stage data and commercial launches (ZEGFROVY, ANKTIVA, MIUDELLA, lorundrostat, duvakitug) are drawing capital and attention. Spago Nanomedical's board decision to seek a Nasdaq First North delisting (EGM 19 November, application 25 January 2027) shows the capital squeeze on early-stage, single-asset names (Tumorad is Phase I).
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,994
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,994 facts checked against source5,503 source documents archived
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