Friday, September 4, 2026
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Sep 3, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
847
relationships
20
stated objectives
8
Via News reports

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Key metrics · each point sourced

Stock Return Ytd
30.0%
Sep 2, 2026reference only
Price 52 Week High
477.57USD
Sep 2, 2026reference only
Price 52 Week Low
231.39USD
Sep 2, 2026reference only
Stock Price
415.50USD
Sep 2, 2026reference only
Capital Investment
265USD
Aug 22, 2026source
Facility Count
12plants
Jul 16, 2026source
Cumulative Investment
265USD
Jul 16, 2026source
Market Share
70percent
Jun 30, 2026source
Options Open Interest
7000contracts
May 14, 2026source
Options Volume
2800contracts
May 14, 2026source
Etf Portfolio Weight
3.81percent
Apr 20, 2026source
Forward Earnings Multiple
25ratio
Apr 20, 2026source
Gross Margin
66.2percent
Apr 17, 2026source
Net Income
572.48billion_TWD
Apr 17, 2026source
Capex
11.1USD
Apr 17, 2026source
Net Revenue
1134billion_TWD
Apr 17, 2026source
Eps
3.49USD
Apr 16, 2026source
Net Profit Margin
50.5percent
Apr 16, 2026source

Stated objectives

Q1 2026 revenue guidance

source
target: 34.6 to 35.8 billion USD stated

Q1 2026 gross profit margin guidance

source
target: 63 to 65 percent stated

Full-year 2026 revenue growth target

source
target: 30 percent year-over-year by 2026-12-31 00:00:00stated

Achieve Q1 2026 revenue between $34.6 billion and $35.8 billion

source
target: $34.6B - $35.8B stated

Achieve Q1 2026 gross profit margins between 63% and 65%

source
target: 63% - 65% stated

Achieve 2026 revenue growth close to 30% year over year

source
target: 30% by 2026-12-31 00:00:00stated

Increase capital expenditure to support AI chip demand

source
target: 52-56 billion USD by 2026-01-01 00:00:00stated

Q1 2026 revenue guidance range

source
target: $34.6 billion to $35.8 billion by 2026-03-31 00:00:00stated

Q1 2026 gross profit margin guidance

source
target: 63% to 65% by 2026-03-31 00:00:00stated

2026 revenue growth forecast driven by AI chip demand

source
target: close to 30% year over year by 2026-12-31 00:00:00stated

Relationship graph · 847 connections

Supplies to
338
Customer of
136
Competes with
69
Covered by
64
Developed by
54
headquartered in
45
located in
35
Invested in
31

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
Recently verified
Checked against the original source
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facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,981 facts checked against source5,269 source documents archived
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