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ResearchSemiconductorsTAIWAN STOCK EXCHANGEFull dossier
$410.82-2.07%as of 2:26 PM ET

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

0

52w range compression, breakout-adjusted

Watched

100

7-day news volume + tape quietness

Sound

100

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

70

Pricing Power

61.9%

Filling fast

Financials

Numbers on the wire.

Market cap

$58.35T

P/E (TTM)

30.25

P/S (TTM)

14.22

EV / EBITDA

53.74

Gross margin

61.87%

Op margin

53.31%

Net margin

47.00%

FCF margin

—

Rev growth YoY

30.66%

EPS growth YoY

47.30%

ROE

36.93%

ROA

24.92%

Debt / Equity

0.17

Current ratio

2.49

Price / Book

7.75

Beta

1.15

Source: Finnhub. TTM = trailing twelve months.

Supply Chain

Layer Presence.

Our take

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.

News

From the tape.