mercredi 30 septembre 2026
RechercherExplore
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Sep 30, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
852
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Stock Return Ytd
43.0%
Sep 29, 2026reference only
Price 52 Week High
477.57USD
Sep 29, 2026reference only
Price 52 Week Low
275.06USD
Sep 29, 2026reference only
Stock Price
456.94USD
Sep 29, 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

source
target: 34.6 to 35.8 billion USD stated

Q1 2026 gross profit margin guidance

source
target: 63 to 65 percent stated

Full-year 2026 revenue growth target

source
target: 30 percent year-over-year by 2026-12-31 00:00:00stated

Achieve Q1 2026 revenue between $34.6 billion and $35.8 billion

source
target: $34.6B - $35.8B stated

Achieve Q1 2026 gross profit margins between 63% and 65%

source
target: 63% - 65% stated

Achieve 2026 revenue growth close to 30% year over year

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

Increase capital expenditure to support AI chip demand

source
target: 52-56 billion USD by 2026-01-01 00:00:00stated

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

Relationship graph · 852 connections

Supplies to
342
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 →
Ce que nous savons · l'intelligence derrière cette page
En direct du substrat
Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Notre lecture des données ›
Signaux que nous suivons
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
Tendances que nous surveillons ›
Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
Nous signalons les conflits ouvertement ›
Vérifié récemment
✓ Vérifié avec la source d'origine
4,984
faits reliés à leur source — et nous signalons ceux qui ne tiennent pas.
101 entités suivies4,984 faits vérifiés avec la source5,315 documents sources archivés
Interrogez ces données → isubstrate.com