What is Taiwan Semiconductor Manufacturing (TSM)?
Taiwan Semiconductor Manufacturing trades as TSM on the US exchange (Taiwan) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-10-22.
Is TSM in a Closelooknet index?
Yes — Taiwan Semiconductor Manufacturing is a constituent of Rubin Build-Out 100, as of 2026-10-22.
What is Taiwan Semiconductor Manufacturing's Closelooknet composite score?
70 out of 100, with momentum 69, quality 87 and valuation 64 sub-scores, as of 2026-10-22. Scores are Closelooknet's own research readings, not ratings or investment advice.
What is Taiwan Semiconductor Manufacturing's earnings print record?
Across the 11 prints Closelooknet covers, Taiwan Semiconductor Manufacturing beat EPS estimates 10 times and revenue estimates 11 times; the three-day reactions split 3 up, 5 flat and 3 down (moves beyond ±3%), as of the 2026-10-13 card. The full print-record card carries the per-print history.
Where does TSM trade against its moving averages?
Widest analyst gap: 12.8% off its high — yet the $586 consensus implies +37.8%. As of 2026-10-20 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.
How is TSM doing against its Closelooknet index?
Over the past month Taiwan Semiconductor Manufacturing is −4.4% against −10.2% for the Rubin Build-Out 100 — 5.8 points ahead of its index, as of 2026-10-21. Its Foundry & Integration sleeve is −10.3% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.
How does Taiwan Semiconductor Manufacturing compare with its peers?
Against its peer group (Foundries), Taiwan Semiconductor Manufacturing (TSM) sits 12.8% below its 52-week high, 2.1% below its 50-day average; Intel Corporation (INTC) is 35.6% below, Samsung Electronics Co Ltd (005930.KS) is 40.3% below, Globalfoundries Inc (GFS) is 49.2% below. Put any of them next to TSM in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.
How does Taiwan Semiconductor Manufacturing trade when bond yields rise?
Over the past year Taiwan Semiconductor Manufacturing had a beta of 0.72 to TLT, the long-dated Treasury fund — it moves strongly with bonds, higher than 63% of US names. On the 10 sessions in which long bonds fell most it moved −1.11% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.
Where has Closelooknet written about Taiwan Semiconductor Manufacturing?
Taiwan Semiconductor Manufacturing appears in 47 Closelooknet pieces, most recently Morning 10: Big Tech Earnings — Seoul buys back the chip sell-off as Tesla, Meta, IBM, SAP and Lam Research report tonight (2026-10-21); Midday 10: Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their prints (2026-10-21); Morning 10: Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lower (2026-10-20). What Closelooknet said most recently: How we hold it TSM is a constituent of the Rubin Build-Out 100 ; the print record carries its reaction history, and the stock page the live structure.
(Report, 2026-08-13). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.
Does Closelooknet hold Taiwan Semiconductor Manufacturing?
Yes — Global Tech 50: 50.22 shares · average entry $68.61, +529.5% unrealised; AI Buildout: 45.17 shares · average entry $364.26, +18.6% unrealised; Hypergrowth: 50.28 shares · average entry $364.34, +18.5% unrealised; AI Cycle 2030 (wikifolio): 6 shares · average entry €342.44; Core and Conviction (wikifolio): 24 shares · average entry €352.00. A record of what the diary does, not a recommendation to do the same.
What would change Closelooknet's view on Taiwan Semiconductor Manufacturing?
12 months from now: Higher, in our view. Demand is supply-constrained and visible in monthly revenue running 40–50% above last year; the leading edge has no second source and the packaging bottleneck is booked into 2027; the stock trades under 20 times forward earnings for that growth; and the ten-week correction has resolved into an ascending triangle at its apex inside an intact five-year channel. The measured objectives are the June record at $477.57, then the channel’s upper boundary near $510–530 and rising toward $600 over the window. A diary view, not advice. The next few weeks: The coil resolves. A weekly close above $440 — through the descending line, the $435 horizontal and the 8 September high close of $439 — confirms the breakout and puts the June high in play into the mid-October print. A close below $408 breaks the higher-low sequence and voids the setup; the stock would then be trading the alternative count toward the $374.67 July low, and we would say so. From the Chart Pick of 2026-09-11, scored publicly.
What does Taiwan Semiconductor Manufacturing do?
Taiwan Semiconductor Manufacturing builds integrated circuits and other semiconductor devices to order for the companies that design them, rather than selling chips under its own brand. It runs wafer fabrication across several process types, plus packaging, testing and mask-making, and its output ends up in high-performance computing, smartphones, connected devices, cars and consumer electronics. It is headquartered in Hsinchu City, Taiwan. Closelooknet's peer group for TSM is built from Foundries: Intel, Samsung Electronics, Globalfoundries and United Microelectronics, the names the market prices it against on capacity and process node.
Where does Taiwan Semiconductor Manufacturing sit in the AI build-out?
In our index, the Rubin Build-Out 100, TSM sits in Layer 2, Fabrication, within the Foundry & Integration sleeve — the group that turns finished chip designs into working dies. This sleeve is where capacity itself is the binding constraint on the build-out, since a design cannot ship faster than a foundry slot allows; TSM is the largest customer relationship for nearly every fabless chip designer in the stack. TSM is a constituent of the Rubin Build-Out 100 and carries a Closelooknet score across three modules, with quality reading strongest and momentum weakest. The diary has returned to it repeatedly across dossiers and reports that frame it as the constrained point in the chip supply chain.
Does Taiwan Semiconductor Manufacturing pay a dividend?
Taiwan Semiconductor Manufacturing has paid 3.61 USD per share over the last twelve months, paid quarterly, a trailing yield of 0.84% on the 2026-10-21 close; the last distribution recorded in the price series was 1.11 USD on 2026-09-16. In fiscal 2025 the company paid 466.8 bn USD in dividends, 47% of that year’s free cash flow. The share count rose 0.0% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.
What has Wall Street done on Taiwan Semiconductor Manufacturing recently?
The most recent analyst action on Taiwan Semiconductor Manufacturing on the Closelooknet wire is a price target by Stifel on 2026-09-01 (target 515). 2 actions on the analyst wire since 2026-08-13: 1 initiation, 1 target change. Its latest earnings print on the wire, 2026-10-15: EPS 4.60 against 4.45 expected — a +3.4% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.
What does this page show?
A live price chart with SMA overlays and drawing tools for TSM, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.
