martes, 22 de septiembre de 2026
BuscarExplore
Via News Knowledge File

Taiwan Semiconductor Manufacturing Company

organization80% conf.·synced Sep 21, 2026

Supplier of 3nm and 2nm wafers to Broadcom

56
sourced metrics
851
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Stock Return Ytd
33.9%
Sep 10, 2026reference only
Price 52 Week High
477.57USD
Sep 10, 2026reference only
Price 52 Week Low
258.91USD
Sep 10, 2026reference only
Stock Price
428.03USD
Sep 10, 2026reference only
Capital Investment
265USD
Aug 22, 2026source
Facility Count
12plants
Jul 16, 2026source
Cumulative Investment
265USD
Jul 16, 2026source
Market Share
70percent
Jun 30, 2026source
Options Open Interest
7000contracts
May 14, 2026source
Options Volume
2800contracts
May 14, 2026source
Etf Portfolio Weight
3.81percent
Apr 20, 2026source
Forward Earnings Multiple
25ratio
Apr 20, 2026source
Gross Margin
66.2percent
Apr 17, 2026source
Net Income
572.48billion_TWD
Apr 17, 2026source
Capex
11.1USD
Apr 17, 2026source
Net Revenue
35.9USD
Apr 17, 2026source
Eps
3.49USD
Apr 16, 2026source
Net Profit Margin
50.5percent
Apr 16, 2026source

Stated objectives

Q1 2026 revenue guidance

source
target: 34.6 to 35.8 billion USD stated

Q1 2026 gross profit margin guidance

source
target: 63 to 65 percent stated

Full-year 2026 revenue growth target

source
target: 30 percent year-over-year by 2026-12-31 00:00:00stated

Achieve Q1 2026 revenue between $34.6 billion and $35.8 billion

source
target: $34.6B - $35.8B stated

Achieve Q1 2026 gross profit margins between 63% and 65%

source
target: 63% - 65% stated

Achieve 2026 revenue growth close to 30% year over year

source
target: 30% by 2026-12-31 00:00:00stated

Increase capital expenditure to support AI chip demand

source
target: 52-56 billion USD by 2026-01-01 00:00:00stated

Q1 2026 revenue guidance range

source
target: $34.6 billion to $35.8 billion by 2026-03-31 00:00:00stated

Q1 2026 gross profit margin guidance

source
target: 63% to 65% by 2026-03-31 00:00:00stated

2026 revenue growth forecast driven by AI chip demand

source
target: close to 30% year over year by 2026-12-31 00:00:00stated

Relationship graph · 851 connections

Supplies to
341
Customer of
136
Competes with
69
Covered by
65
Developed by
54
headquartered in
45
located in
35
Invested in
31

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
Nuestra lectura de los datos ›
Señales que seguimos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patrones que observamos ›
Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
Señalamos los conflictos abiertamente ›
Verificado recientemente
Verificado con la fuente original
4,983
hechos rastreados a su fuente — y señalamos los que no se sostienen.
101 entidades seguidas4,983 hechos verificados con la fuente5,304 documentos fuente archivados
Consulta estos datos → isubstrate.com