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Price · 1Y
$446.57
Thesis
TSMC fabricates the leading-edge silicon that every AI and robotics company depends on. It is the single most critical node in the entire supply chain — the enabler beneath the picks-and-shovels.
Why it matters
Whoever wins in models, GPUs, or robots, they almost certainly tape out at TSMC. Advanced packaging capacity (CoWoS) has become as much of a bottleneck as the wafers themselves.
Catalysts
- Leading-edge node ramp (2nm)
- Advanced packaging capacity expansion
- Geographic diversification of fabs
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Sep 10Financial resultsSEC
TSM filed Form 6-K with revenue update (tsm-revenue20260910.htm).
- Aug 10Financial resultsSEC
Taiwan Semiconductor filed 6-K report with revenue information.
- Jul 13Financial resultsSEC
6-K filing with revenue information (tsm-revenue20260713.htm).
- May 12LeadershipSEC
Taiwan Semiconductor filed Form 6-K on board matters dated 2026-05-12.