Theses›Listed companies›TSM

TSMC

NYSE: TSM · Taiwan
Foundry monopoly at 3nm / 2nm.

Markets it anchors
015254060+cheapfairfullexpensive16.1x 015254060+cheapfairfullexpensive16.1x
Fig. 1The screen as it last ran, 6 Nov 2026: Cheap at 16.1x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price375.44 USD
Market value$1947B
Revenue, last 12 months$4945B
Forward P/E16.1x
EV to revenue2.3x
Gross and operating margin66% · 59%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.