TSM changes
Pick any two versions below to diff them.
- Price
- $456.19 → $482.30(+5.7%)
- Discount category
- Below intrinsic value → Close to intrinsic value
- Recent events
- added: Oct 5, 2026: Elon Musk said on X that TSMC and his Terafab chip plant project were in "just discussions," after a report that TSMC is studying ways to work with Terafab. TSMC made no announcement. TSMC's US-listed shares reached a record high on October 5, 2026. Sep 30, 2026: Reuters reported that TSMC is studying a new investment in Texas, on top of its Arizona plans. TSMC declined to comment. Sep 15, 2026: Reports said TSMC plans to raise wafer prices again in 2027, by as much as 10% for its most advanced processes, to help cover the cost of its new US fabs. Sep 10, 2026: TSMC reported August 2026 revenue of about NT$514.8 billion, up 53% from a year earlier and up 10% from July. Year-to-date revenue through August was up more than 39% from a year earlier. Jul 16, 2026: TSMC reported Q2 2026 results. Revenue grew 36% from last year, to $40.2 billion. Jul 16, 2026: Management raised the full-year 2026 revenue growth target to more than 40%, and raised the 2026 capital spending budget to $60-64 billion. Jul 16, 2026: TSMC announced another $100 billion investment in Arizona, raising its total US commitment to $265 billion and its planned Arizona fab count to as many as ten.