Taiwan Semiconductor Manufacturing Company (TSMC) is growing its revenue with its advanced 2nm technology, which now accounts for 8% of wafer sales. Despite strong earnings growth of 41–63% year-over-year for the past four quarters, the company faces a slight decline in gross margin due to costs from ramping up new technology and expanding overseas. The stock is rated Buy with an A- grade, reflecting confidence in its long-term earnings growth potential of 15% annually. Future returns depend on TSMC's ability to recover margins, successfully execute overseas manufacturing expansions, and maintain its valuation multiples.
TSMC's ongoing investment in advanced technology is a key theme as the stock navigates current market conditions. On Pluang, TSM trades at USD 430.86, down 1.97% as of Oct 29, 2026, 18:41 WIB. The company holds a substantial market cap of $1.94 trillion, with a nearly even split in order activity between buyers and sellers, reflecting balanced investor interest.
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