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The themes Taiwan Semiconductor Manufacturing is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.US$4.19TA+
AVGOBroadcom Inc.US$1.65TA+
MUMicron Technology, Inc.US$918.5BA+
AMDAdvanced Micro Devices, Inc.US$906.7BA+
TXNTexas Instruments Inc.US$283.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Manufacturing chips to customers' designs, with related design, mask-making, packaging and testing services
경쟁 상대
- SSNLFSamsung Foundry (Samsung Electronics)
- INTCIntel Foundry (Intel Corporation)B
- 규모
- US$332.2B
- 이익률
- -20.1%
- GFSGlobalFoundriesC
- 규모
- US$23.8B
- 이익률
- 2.8%
- UMCUnited Microelectronics CorporationC
- 규모
- US$40.5B
- 이익률
- 17.0%
무엇을 파는가5
Wafer fabrication
Manufacturing chips on silicon wafers using customers' circuit designs. Processes include logic chips, radio-frequency chips and chips that combine logic with memory.
Chip design and process support
Design tools, tested building blocks and technical guidance that help customers prepare their chip designs for manufacturing.
Mask making
Making the patterned templates used to transfer a chip design onto a silicon wafer.
2개 더 보기
Advanced chip packaging
Combining chips, including stacking chips or placing them side by side, into a package. TSMC's methods include Chip-on-Wafer-on-Substrate (CoWoS), Integrated Fan-Out (InFO) and System on Integrated Chips (SoIC).
Chip testing
Testing manufactured chips to check their operation.
누가 사는가3
- Fabless chip companies that design chips but hire other companies to manufacture them; TSMC works directly with them on designs, production and delivery.
- Technology and system companies that design chips for products such as data-center equipment, phones and consumer electronics.
- Integrated device manufacturers that design and manufacture chips and use TSMC for some production.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Chip production depends on specialized manufacturing equipment, some of which is available from only a limited number of suppliers.
- 2Silicon wafers and other materials are essential inputs; most wafer supplies come from a limited number of suppliers, and some materials have sole-source suppliers.
- 3Factories in Taiwan need reliable electricity and large amounts of water; shortages or interruptions can disrupt production.
- 4Revenue depends on customer demand for chips and on customers' product plans; a small number of large customers can account for a significant portion of revenue.
잘못될 수 있는 일
- 1The semiconductor industry is cyclical: weaker demand or lower prices for products containing chips can reduce orders and factory use.
- 2If TSMC cannot develop new manufacturing processes in time or compete with other chip manufacturers, customers may choose other suppliers and its production capacity may lose value.
- 3Power or water shortages, utility outages, or natural disasters could interrupt production at factories, particularly in Taiwan.
Taiwan Semiconductor Manufacturing Co. Ltd. 소개
Chip companies give TSMC their circuit designs, and TSMC manufactures the chips on silicon wafers. It also helps with chip design and masks, tests chips, and packages multiple chips together. In Q2 2026, high-performance computing accounted for 66% (Q2 2026, high confidence) of revenue and smartphones for 22% (Q2 2026, high confidence); the remaining reported categories were internet of things at 5% (Q2 2026, high confidence), automotive at 4% (Q2 2026, high confidence), and digital consumer electronics at 1% (Q2 2026, high confidence).
- 본사
- Hsinchu, Taiwan
- 설립
- 1987
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Taiwan Semiconductor Manufacturing Co. Ltd.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이 기업은 TWD로 공시합니다. 수치는 현재 환율 US$1.00 = 32.9866 TWD로 미국 달러에 환산했으며, 모든 기간에 같은 환율을 적용했습니다. 따라서 성장률과 마진은 환율이 아니라 기업 자신의 것입니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.