TSM — Taiwan Semiconductor Manufacturing Company

World's largest contract semiconductor foundry; no public quantum process design kit (PDK) exists. TSM's quantum foundry role is speculative and not confirmed. Intel's Horse Ridge cryo-CMOS chips were fabbed on Intel's own 22nm FDSOI and 10nm SuperFin processes, not at TSM.

Coiled

52w range compression, breakout-adjusted

Watched

7-day news volume + tape quietness

Sound

100

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

Pricing Power

64.5%

Filling fast

Numbers on the wire.

Market cap

$61.33T

P/E (TTM)

27.07

P/S (TTM)

13.72

EV / EBITDA

52.00

Gross margin

64.46%

Op margin

56.38%

Net margin

50.70%

FCF margin

—

Rev growth YoY

31.41%

EPS growth YoY

55.21%

ROE

39.86%

ROA

27.20%

Debt / Equity

0.15

Current ratio

2.46

Price / Book

9.72

Beta

1.03

TSM's quantum role is speculative: no public quantum PDK is offered and no confirmed quantum customer engagements. Near-term, cryo-CMOS ASICs (including Horse Ridge II) are Intel-internal-process-fabbed. Long-term, cryo-CMOS for qubit control (operating at 4K) may eventually transition to TSM advanced CMOS nodes for density if commercial market develops. Highly speculative — listed only for forward-looking supply chain completeness. Risk: no current TSM quantum revenue or confirmed program.

TSM — Taiwan Semiconductor Manufacturing Company

Numbers on the wire.

From the tape.