2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Taiwan is publicly rejecting U.S. calls to shift a large share of its chip production to America, while confirming domestic output will continue to grow. Taiwan Semiconductor Manufacturing (NYSE:TSM) is pressing ahead with new fabs in Arizona alongside high capital spending tied to advanced chips and AI demand. The company is balancing political pressure, supply security concerns, and its role in the global tech supply chain.
For investors watching Taiwan Semiconductor Manufacturing at a share price of $355.41, this pushback on large scale offshoring highlights how central NYSE:TSM remains to global chip supply. The stock has seen strong multi period returns, including 4.1% over the past week, 9.8% over the past month, and 72.7% over the past year, with very large gains over 3 years and solid gains over 5 years. Those numbers reflect how closely the market is tying TSM to advanced chips and AI demand.
Looking ahead, the company’s decision to expand in both Taiwan and the U.S. keeps production geographically diversified while staying anchored at home. For investors, key questions include how TSM’s capital spending, U.S. fab build out, and Taiwan’s policy stance might affect its cost base, supply reliability, and long term role in the chip supply chain.
Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing.NYSE:TSM Earnings & Revenue Growth as at Feb 2026
How Taiwan Semiconductor Manufacturing stacks up against its biggest competitors
Quick Assessment
✅ Price vs Analyst Target: At $355.41 versus a consensus target of about $435.03, the price sits roughly 18% below where analysts are, which leaves a gap to monitor. ❌ Simply Wall St Valuation: Simply Wall St’s model flags the shares as trading about 46.5% above its estimated fair value. ✅ Recent Momentum: The 30 day return of about 9.8% shows positive short term momentum as the market reacts to AI and advanced chip demand.
Check out Simply Wall St's in depth valuation analysis for Taiwan Semiconductor Manufacturing.
Key Considerations
📊 Taiwan’s refusal to shift large scale production to the U.S. keeps the core manufacturing base in Taiwan, which is central to TSM’s role in global chip supply. 📊 Watch capital expenditure, U.S. fab progress in Arizona, and the P/E of 27.4x versus the Semiconductor industry’s 44.2x as you assess how the build out is being priced. ⚠️ A key flagged risk is the high level of non cash earnings, so you may want to focus on cash flow quality rather than headline profit alone.
Story Continues
Dig Deeper
For the full picture including more risks and rewards, check out the complete Taiwan Semiconductor Manufacturing analysis.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include TSM.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments