Retour à la liste des entreprisesSlug: taiwan-semiconductor-manufacturing-co
Taiwan Semiconductor Manufacturing Co.
TSM USInformation TechnologyDevise: USD
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Ticker: TSMRapport d'Analyse & Thèse d'Investissement
Business description
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry, manufacturing the vast majority of advanced AI chips globally (including those for Nvidia and AMD).
Key financials
- High gross margins.
- Capital expenditures (capex) have been slightly raised to meet surging demand for advanced 3nm and 2nm process nodes.
Competitive moat
- Undisputed process technology leadership and manufacturing execution.
- Massive scale advantages and deep ecosystem partnerships across the semiconductor industry.
Recent developments
- 2026-05-02: Continues as the undisputed leader in foundry services, critical to manufacturing advanced AI chips.
Investment risks / red flags
- Geopolitical tensions, notably concerning China and Taiwan.
- Concentration risk due to reliance on a few massive fabless customers.
Theme exposure
- [[AI Infrastructure]]
Related
- [[Information Technology]]
- [[Semiconductors]]