Taiwan Semiconductor Manufactur
NYSE: TSM
Semiconductors
Taiwan
Cap: $2.270.768,1 M
$433,24
+$0,00 (+0,00%)
Precio Histórico
+$171,86 (+65,75%) en 1 Año
Estimaciones de Analistas
Datos al 08/05/2026
Precio Objetivo
Precio Objetivo Promedio
$463,45
+7,0% vs precio actual
Rango de Estimaciones
$351,00 - $600,00
Precio Objetivo Mediana
Basado en 18 analistas$472,50
Consenso de Analistas
Compra Fuerte
Consenso 1,5 / 5Estimaciones a Futuro
EPS Año Actual (est.)
$15,45
EPS Forward (est.)
$19,29
Ventas Forward (est.)
$6.495.906,8 M
Indicadores en vivo
Yahoo Finance
Indicadores que cambian con el precio actual (P/E, P/FCF, dividend yield, beta) y cifras del último período. Se actualizan en tiempo real. Los valores en verde indican métricas favorables.
EPS
13,56
P/E Ratio
31,95
P/FCF
88,66
Dividend Yield
0,94%
Profit Margin
49,92%
Beta
1,25
Ingresos
$4.440.492,3 M
EBITDA
$3.167.467,1 M
FCF
$730.826 M
Análisis con IA
Reporte ejecutivo generado a partir de los datos de la empresaAnálisis fundamental detallado
Datos al 08/05/2026
Ratios estructurales de valuación, rentabilidad, solvencia y crecimiento, tomados del último balance reportado. Los valores en verde indican métricas favorables.
Valuación
P/B
62,47
EV/EBITDA
2,95
PEG
1,31
P/S
0,52
Rentabilidad
ROE
36,21%
ROIC
N/A
ROA
17,32%
Margen Bruto
61,87%
Margen Operativo
58,11%
Solvencia
Deuda / Patrimonio
0,17
Current Ratio
2,49
Quick Ratio
2,19
Caja Total
$3.383.600,9 M
Deuda Total
$1.016.268 M
Crecimiento
Crec. Ingresos
35,10%
Crec. Ganancias
58,40%
Dividendos
Pagos por acción registrados. 41 pagos desde 20/06/2006.
Dividendo 2025: $3,121 por acción
Yield 2025: 0,72%
Dividendo anual por acción
Pagos recientes
| Ex-date | Pago | Monto |
|---|---|---|
| 17/03/2026 | N/A | $0,956 |
| 11/12/2025 | N/A | $0,835 |
| 16/09/2025 | N/A | $0,822 |
| 12/06/2025 | N/A | $0,78 |
| 18/03/2025 | N/A | $0,684 |
| 12/12/2024 | N/A | $0,616 |
| 12/09/2024 | N/A | $0,626 |
| 13/06/2024 | N/A | $0,544 |
Últimas noticias
Apple, Taiwan Semi Lead Five Stocks Near Buy PointsInvestor's Business Daily · 12/09/2026
Warren Buffett Loves Wide Moats: 3 AI Infrastructure Stocks That Fit the BillMotley Fool · 12/09/2026
TSMC's rivals are losing ground, and the gap is growingTheStreet · 12/09/2026
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSMInsider Monkey · 11/09/2026
TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside BackInsider Monkey · 11/09/2026
Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play ItInsider Monkey · 11/09/2026
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for ItInsider Monkey · 11/09/2026
Yahoo Finance
| Item | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
Total Revenue Ingresos Totales | $3.809.054,3 M+31,6% | $2.894.307,7 M+33,9% | $2.161.735,8 M-4,5% | $2.263.891,3 M |
Cost of Revenue Costo de Ventas | $1.527.760,3 M+20,3% | $1.269.954,1 M+28,7% | $986.625,2 M+7,8% | $915.536,5 M |
Gross Profit Utilidad Bruta | $2.281.294 M+40,4% | $1.624.353,6 M+38,2% | $1.175.110,6 M-12,8% | $1.348.354,8 M |
Research & Development Investigación y Desarrollo | $246.427,2 M+20,7% | $204.181,8 M+12,0% | $182.370,2 M+11,7% | $163.262,2 M |
Selling, General & Administrative Gastos Generales y Adm. | $99.222,4 M+2,4% | $96.888,6 M+35,6% | $71.463,5 M+12,6% | $63.445,3 M |
Total Operating Expenses Gastos Operativos Totales | $345.198,4 M+14,2% | $302.350,5 M+19,2% | $253.680,7 M+11,7% | $227.128,3 M |
Operating Income Utilidad Operativa | $1.936.095,6 M+46,5% | $1.322.003,1 M+43,5% | $921.429,9 M-17,8% | $1.121.226,5 M |
Other Income/(Expense), Net Otros Ingresos/(Gastos), Neto | $12.190,4 M+71,2% | $7.118,9 M-25,8% | $9.592,1 M-21,2% | $12.173,5 M |
Pretax Income Utilidad Antes de Impuestos | $2.041.654,7 M+45,2% | $1.405.840 M+43,6% | $979.316,5 M-14,4% | $1.144.072,2 M |
Tax Provision Impuestos | $346.529,8 M+39,6% | $248.316,1 M+93,6% | $128.288,8 M-14,9% | $150.777,5 M |
Net Income Utilidad Neta | $1.697.604 M+46,5% | $1.158.380,2 M+36,0% | $851.740 M-14,2% | $992.923,4 M |
EBITDA | $2.742.121,5 M+31,9% | $2.079.132 M+36,5% | $1.523.506,8 M-4,4% | $1.593.076,5 M |
Basic EPS UPA Básica | $331,30+46,4% | $226,25+39,9% | $161,70-17,5% | $196,00 |
Diluted EPS UPA Diluida | $331,25+46,4% | $226,25+39,9% | $161,70-17,5% | $196,00 |
Transacciones de Insiders
Compras y ventas en el mercado abierto reportadas en formularios SEC Form 4, de los últimos 12 meses. Las compras se muestran en verde y las ventas en rojo. Quedan afuera 1 movimiento de compensación (entrega de acciones, retenciones de impuestos, ejercicios de opciones), que no reflejan una decisión sobre el precio.
Compra
Venta
| Fecha | Insider | Cargo | Operación | Acciones | Precio | Valor total |
|---|---|---|---|---|---|---|
| 28/07/2026 | TIEN BOR-ZEN | Officer | Compra | 15 | $390,00 | $5,9K |
| 20/07/2026 | TIEN BOR-ZEN | Officer | Compra | 10 | $405,00 | $4,1K |
| 20/05/2026 | TIEN BOR-ZEN | Officer | Compra | 17 | $395,18 | $6,7K |
| 08/05/2026 | Shien-Yang Wu | SVP | Compra | 60 | $71,82 | $4,3K |
| 08/05/2026 | Ying-Lang Wang | SVP | Compra | 57 | $71,82 | $4,1K |
| 08/05/2026 | Yung-Haw Liaw | VP | Compra | 53 | $71,82 | $3,8K |
| 08/05/2026 | Chris Horng-Dar Lin | VP and CIO | Compra | 49 | $71,82 | $3,5K |
| 08/05/2026 | Shyue-Shyh Lin | VP | Compra | 48 | $71,82 | $3,4K |
| 08/05/2026 | Lee-Chung Lu | VP | Compra | 54 | $71,82 | $3,9K |
| 08/05/2026 | Yuh-Jier Mii | EVP and Co-COO | Compra | 75 | $71,82 | $5,4K |
| 08/05/2026 | Jen-Chau Huang | SVP and CFO | Compra | 30 | $71,82 | $2,2K |
| 08/05/2026 | Kuo-Chin Hsu | VP | Compra | 56 | $71,82 | $4,0K |
| 08/05/2026 | Chun-Hsien Lee | VP | Compra | 53 | $71,82 | $3,8K |
| 08/05/2026 | Yuan-Ko Hwang | VP | Compra | 42 | $71,82 | $3,0K |
| 08/05/2026 | Syun-Ming Jang | VP | Compra | 52 | $71,82 | $3,7K |
| 08/05/2026 | Yung-Chin Hou | SVP and Deputy Co-COO | Compra | 66 | $71,82 | $4,7K |
| 08/05/2026 | Shu-Hua Fang | SVP and GC | Compra | 59 | $71,82 | $4,2K |
| 08/05/2026 | Tzu-Sou Chuang | VP | Compra | 48 | $71,82 | $3,4K |
| 08/05/2026 | Juiping Chuang | VP | Compra | 51 | $71,82 | $3,7K |
| 08/05/2026 | Jun He | VP | Compra | 49 | $71,82 | $3,5K |
| 08/05/2026 | Tzonz-Sheng Chang | SVP | Compra | 56 | $71,82 | $4,0K |
| 08/05/2026 | Min Cao | VP | Compra | 59 | $71,82 | $4,2K |
| 08/05/2026 | Pei-Hung Chen | VP | Compra | 49 | $71,82 | $3,5K |
| 08/05/2026 | Yung-Pei Chin | EVP and Co-COO | Compra | 75 | $71,82 | $5,4K |
| 08/05/2026 | Chih-Ho Chen | Controller | Compra | 34 | $71,82 | $2,4K |
| 08/05/2026 | Kevin Xiaoqiang Zhang | SVP and Deputy Co-COO | Compra | 66 | $71,82 | $4,7K |
| 08/05/2026 | Che-Chia Wei | Chairman and CEO | Compra | 160 | $71,82 | $11,5K |
| 08/05/2026 | Bor-Zen Tien | VP | Compra | 44 | $71,82 | $3,2K |
| 08/05/2026 | Bor-Zen Tien | VP | Compra | 7 | $71,82 | $503 |
| 08/05/2026 | Lipen Yuan | VP | Compra | 44 | $71,82 | $3,2K |
| 08/05/2026 | Chue-San Yoo | VP | Compra | 55 | $71,82 | $4,0K |
| 08/05/2026 | Choh Fei Yeap | SVP | Compra | 59 | $71,82 | $4,2K |
| 28/04/2026 | Bor-Zen Tien | VP | Compra | 10 | $386,00 | $3,9K |
| 28/04/2026 | Bor-Zen Tien | VP | Compra | 5 | $390,00 | $2,0K |
| 28/04/2026 | Bor-Zen Tien | VP | Compra | 5 | $390,00 | $2,0K |
| 09/04/2026 | Min Cao | VP | Compra | 66 | $57,87 | $3,8K |
| 09/04/2026 | Chue-San Yoo | VP | Compra | 65 | $57,87 | $3,8K |
| 09/04/2026 | Lipen Yuan | VP | Compra | 52 | $57,87 | $3,0K |
| 09/04/2026 | Kevin Xiaoqiang Zhang | SVP and Deputy Co-COO | Compra | 79 | $57,87 | $4,6K |
| 09/04/2026 | Bor-Zen Tien | VP | Compra | 53 | $57,87 | $3,1K |
| 09/04/2026 | Bor-Zen Tien | VP | Compra | 9 | $57,87 | $521 |
| 09/04/2026 | Ying-Lang Wang | SVP | Compra | 69 | $57,87 | $4,0K |
| 09/04/2026 | Choh Fei Yeap | SVP | Compra | 68 | $57,87 | $3,9K |
| 09/04/2026 | Shien-Yang Wu | SVP | Compra | 71 | $57,87 | $4,1K |
| 09/04/2026 | Che-Chia Wei | Chairman and CEO | Compra | 186 | $57,87 | $10,8K |
| 09/04/2026 | Yung-Haw Liaw | VP | Compra | 61 | $57,87 | $3,5K |
| 09/04/2026 | Lee-Chung Lu | VP | Compra | 65 | $57,87 | $3,8K |
| 09/04/2026 | Yuh-Jier Mii | EVP and Co-COO | Compra | 88 | $57,87 | $5,1K |
| 09/04/2026 | Shyue-Shyh Lin | VP | Compra | 58 | $57,87 | $3,4K |
| 09/04/2026 | Chris Horng-Dar Lin | VP and CIO | Compra | 60 | $57,87 | $3,5K |
Holders Institucionales
Principales tenedores institucionales por valor de la posición.
| Holder | Tipo | % del flotante | Acciones | Valor | Reportado |
|---|---|---|---|---|---|
| FMR, LLC | Institución | 0,01% | 61.131.828 | $25.166,8 M | 31/12/2025 |
| Sanders Capital, LLC | Institución | 0,01% | 31.958.360 | $13.156,6 M | 31/12/2025 |
| Capital World Investors | Institución | 0,01% | 27.404.289 | $11.281,8 M | 31/12/2025 |
| Capital International Investors | Institución | 0,00% | 25.658.661 | $10.563,2 M | 31/12/2025 |
| JPMORGAN CHASE & CO | Institución | 0,00% | 25.182.540 | $10.367,1 M | 31/12/2025 |
| Fisher Asset Management, LLC | Institución | 0,00% | 18.617.691 | $7.664,5 M | 31/03/2026 |
| AMERICAN BALANCED FUND | Fondo | 0,00% | 18.182.509 | $7.485,4 M | 31/03/2026 |
| Van Eck Associates Corporation | Institución | 0,00% | 17.464.962 | $7.190 M | 31/12/2025 |
| Blackrock Inc. | Institución | 0,00% | 16.481.878 | $6.785,3 M | 31/12/2025 |
| Bank of America Corporation | Institución | 0,00% | 15.902.819 | $6.546,9 M | 31/12/2025 |
Comparación con Pares
Métricas de valuación y rentabilidad de la empresa frente a sus pares de industria. La empresa analizada aparece destacada en la primera fila.
| Empresa | Market Cap | P/E | EV/EBITDA | P/S | ROE | Margen Op. |
|---|---|---|---|---|---|---|
TSM Taiwan Semiconductor ManufacturEsta empresa | $2.270.768,1 M | 31,95x | 2,95x | 0,52x | 36,21% | 58,11% |
NVDA NVIDIA Corporation | $5.450.702 M | 27,63x | 38,19x | 24,33x | 101,49% | 65,02% |
AVGO Broadcom Inc. | $1.740.917,6 M | 46,05x | 53,88x | 29,66x | 33,37% | 44,94% |
MU Micron Technology, Inc. | $1.129.686,8 M | 22,02x | 19,71x | 14,28x | 39,82% | 67,62% |
AMD Advanced Micro Devices, Inc. | $779.621,1 M | 131,67x | 88,52x | 19,48x | 8,06% | 14,40% |
INTC Intel Corporation | $506.408,9 M | N/A | 40,69x | 11,66x | -2,91% | 6,88% |