Taiwan Semiconductor Manufacturing Company Limited
In the published model solve dated 2026-Q2, anchored at $374.36, Taiwan Semiconductor Manufacturing Company Limited (TSM) is priced for today's economics sustained for ~5.8 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 19, 2026 from SEC EDGAR filings.
• TSMC manufactures the most advanced logic chips in the world, and the demand signal is unambiguous: first-quarter 2026 revenue reached $35.9 billion, up 40.6% year over year, with gross margin of 66.2% and operating margin of 58.1%, and management guides full-year 2026 revenue to grow above 30% in dollar terms [Source: TSMC Q1 2026 results, April 2026]. • The structural risk is geographic, not financial: the most advanced nodes are produced only in Taiwan, which prohibits overseas manufacturin
Is TSM overvalued? See what's priced in →
Model solve date: 2026-Q2
Narrative composed: June 19, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.