Taiwan Semiconductor Manufacturing Company Limited — AI Infrastructure Stock
TSM
Taiwan Semiconductor Manufacturing Company Limited — AI Infrastructure Stock
TSMMarket
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About
Taiwan Semiconductor Manufacturing Company Limited Company Overview
Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) is a NYSE/ semiconductor foundry headquartered in Hsinchu City, Taiwan, manufacturing leading-edge integrated circuits for the world's largest fabless chip designers, including the AI accelerators and CPUs powering global hyperscale AI compute. Q1 2026 revenue reached $35.9 billion (+6.4% sequentially) at a 66.2% gross margin, with HPC platform revenue surging 20% sequentially to 61% of total revenue. Q2 revenue is guided to $39-40.2 billion (+32% YoY at midpoint). Advanced technologies (7nm and below) accounted for 74% of wafer revenue, with 2nm ramping in 2H 2026, making TSMC the single most strategic supplier in the global AI silicon supply chain.
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SEC Filings
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