Thursday, September 24, 2026
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Sep 24, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
851
relationships
20
stated objectives
8
Via News reports

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Key metrics · each point sourced

Stock Return Ytd
33.9%
Sep 10, 2026reference only
Price 52 Week High
477.57USD
Sep 10, 2026reference only
Price 52 Week Low
258.91USD
Sep 10, 2026reference only
Stock Price
428.03USD
Sep 10, 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
35.9USD
Apr 17, 2026source
Eps
3.49USD
Apr 16, 2026source
Net Profit Margin
50.5percent
Apr 16, 2026source

Stated objectives

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

Revenue growth target driven by AI chip demand

source
target: 30% year-over-year increase by 2026-01-01 00:00:00stated

Q1 2026 revenue guidance

source
target: $34.6-35.8 billion stated

Q1 2026 gross profit margin guidance

source
target: 63-65% stated

TSMC expects revenue to increase by close to 30% year over year in 2026

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

TSMC expects Q1 2026 revenue between $34.6 billion and $35.8 billion

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

TSMC expects Q1 2026 gross profit margins between 63% and 65%

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

Q1 2026 revenue guidance

source
target: 34.6 to 35.8 billion USD stated

Relationship graph · 851 connections

Supplies to
341
Customer of
136
Competes with
69
Covered by
65
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
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
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 ›
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Checked against the original source
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