TSM TSMC
What matters nowUpdated 8 h ago
- TSMC's latest development is its monthly revenue: September revenue was NT$511.86 billion, up 54.6% year over year, and the three July-September monthly reports add up to about NT$1,494.25 billion, which the record says is above the top of the US$44.6-45.8 billion third-quarter guidance (this is our own sum of the reported monthly figures, not a company-reported quarterly number) 12.
- Over the past two weeks the ADR touched an intraday record of about US$484.19 on October 5 after Musk confirmed early Terafab talks with TSMC 3, then Musk said on October 7 that Tesla and SpaceX would build and run the Terafab chip complex alone, with TSMC possibly limited to a sublease 4. Goldman Sachs kept its Buy rating and raised its Taiwan target to NT$3,300 from NT$3,100 on October 6 5.
- On pooled 24/7 venue prices, TSM was at US$442.05 at 11:52 UTC on October 13, down 0.60% from a previous close of US$444.74. The stock fell 3.12% on October 8 in a broad chip and AI selloff (Intel -5.82%, Micron -5.10%, NVIDIA -2.87%) while the S&P 500 fell only 0.34%, and the move record does not attribute that drop to the Musk comments; it rose 3.00% on October 2 after a weak September jobs report reduced expectations of a Fed rate hike.
- In the fundamentals record, 2Q26 revenue was US$40.20 billion with a 67.7% gross margin and HPC made up 66% of revenue, 2025 revenue was US$122.42 billion (up 35.9% in US dollars), and market capitalization is about US$11.46 trillion with no P/E reported. Over 180 days insiders bought 29,605 shares worth US$2.22 million and sold 200,050 shares worth US$13.97 million.
- Next up are the 3Q26 earnings conference on October 15 at 06:00 UTC, which is confirmed, and the September CPI release on October 14 at 12:30 UTC; Polymarket puts 80.5% odds on no Fed rate change after the October meeting and 19.5% on a 25 bp increase.
TSMC Newsroom · Oct 8
SEC EDGAR · Oct 8
24/7 Wall St. · Oct 5
Taipei Times · Oct 7
Phemex (citing PANews) · Oct 6
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp TSMUSDT · just now | 444.69 | +0.01% | $16.0M | $16.3M | 0.0179% |
| okx perp TSM-USDT-SWAP · just now | 444.60 | −0.01% | $4.2M | $4.9M | 0.0110% |
| bitget perp TSMUSDT · just now | 444.51 | −0.03% | $2.4M | $2.5M | 0.0317% |
| hyperliquid perp xyz:TSM · just now | 443.97 | −0.15% | $1.9M | $7.5M | 0.0061% |
| bybit perp TSMUSDT · just now | 444.74 | +0.02% | $832.0K | $2.0M | 0.0063% |
| lighter perp 168 · just now | 444.12 | −0.12% | $165.3K | $181.4K | 0.0032% |
| aster perp TSMUSDT · just now | 441.62 | −0.68% | $16.6K | $102.3K | 0.0033% |
| coinbase perp TSM-PERP · stale | — | — | — | — | — |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Applied Materials unveils $5B EPIC Center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix as founders
Applied Materials unveiled its EPIC Center on October 12, 2026, at its Sunnyvale, California campus.
TSMC third-quarter revenue totals about NT$1.494 trillion from its July to September monthly reports
Adding TSMC's three monthly revenue reports gives third-quarter 2026 revenue of about NT$1,494.25 billion: July NT$467.58 billion, August NT$514.81 billion and September NT$511.86 billion.
Musk says Tesla and SpaceX will build and run Terafab, with TSMC limited to a possible sublease
In posts on October 7, Elon Musk said his companies would build and operate the Terafab chip complex in Texas on their own, ruling out an operating role for TSMC.
Goldman Sachs keeps TSMC at Buy and raises target to NT$3,300 from NT$3,100
Goldman Sachs kept its Buy rating on TSMC and raised its Taiwan-listed target to NT$3,300 from NT$3,100 on October 6.
TSMC sets another record at NT$2,585 on Oct 6 as Taiwan shares near 50,000
TSMC's Taipei shares closed at a new record of NT$2,585 on October 6, up 0.39%, after its ADRs rose 2.75% in the prior US session.
TSM ADR touches record high as Musk confirms early talks with TSMC on Terafab
The TSM ADR rose about 2% to US$484.19 on October 5 in midday trading after touching an intraday record, as Elon Musk confirmed early-stage talks with TSMC about the Terafab chip project in Texas.
TSMC closes at a record NT$2,575 on Oct 5 as US tech rebounds and AI demand holds
TSMC's Taipei-listed shares rose 3% to a record close of NT$2,575 on October 5, with an intraday high of NT$2,580.
TSMC August 2026 revenue tops NT$500B for first time at NT$514.81B, up 53.3%
TSMC reported August 2026 revenue of about NT$514.81 billion, up 10.1% from July and 53.3% from August 2025.
TSMC rises 2.07% to NT$2,460 on September 7 as Taiex nears its June record
TSMC rose 2.07% to NT$2,460 on Monday September 7, while the Taiex gained 1.67% to 47,326.27, its second-highest close on record and just short of the 47,741.51 set on June 22.
TSMC slips 1.45% to NT$2,375 on August 24 as investors take profits after Taiex rally
TSMC closed down 1.45% at NT$2,375 on Monday August 24 as the Taiex fell 1.02% to 44,762.32.
TSMC board approves US$29.4B capital appropriation, NT$7.0 Q2 dividend and Sony image-sensor JV
At its August 11 board meeting TSMC approved capital appropriations of about US$29.44 billion for advanced nodes, advanced packaging, mature and specialty capacity, and fab construction.
TSMC July 2026 revenue hits record NT$467.58B, up 44.7% year on year
TSMC reported July 2026 revenue of NT$467.58 billion (US$14.51 billion), up 44.7% from a year earlier and 5.6% from June, which was itself the prior monthly record at NT$442.68 billion.
TSMC closes up 10% to NT$2,425 on July 31 as Taiex posts record point gain
TSMC rose 10% to NT$2,425 on July 31, its daily limit, as the Taiex gained 3,186.45 points (7.98%) to 43,119.75, the largest one-day point gain on record.
TSMC shares fall 7.29% on July 17 after margin outlook, Taiex suffers record point drop
Taiwan-listed TSMC shares fell 7.29% (NT$180) to NT$2,290 on July 17, the day after record quarterly results, because the company guided to lower gross margin for the next quarter.
Barclays, D.A. Davidson and TD Cowen lift TSMC price targets after Q2 results
Three brokers raised their TSM price targets the day after the Q2 report.