AI confidence 70% · prior close shown (market closed)
Investment Snapshot
Why it matters
Taiwan Semiconductor Manufacturing shows decelerating business momentum based on AlphaOS pipeline evidence, with strong management execution.
Why it matters: Revenue -96% YoY in Q2 FY2026.
2 signals not yet derived from pipeline evidence
Key signals
What it means for the thesis — synthesis, not a raw event feed.
- Revenue -96% YoY in Q2 FY2026
- Revenue Acceleration
Pipeline evidence · 0d ago
TSM's AlphaOS Signals
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Latest earnings · Q2 2026
Full TSM earnings analysisReported figures for Taiwan Semiconductor Manufacturing — research only, not investment advice.
- Revenue YoY
- -95.7%
- EPS YoY
- +77.4%
- vs estimates
- Miss
Latest Intelligence
Updated
What happened recently for Taiwan Semiconductor Manufacturing (TSM) — events, not interpretation.
- Event
- Reported Q2 2026 revenue -96% YoY, miss vs estimates.
- Also
- Last session September 25, 2026 at $450.61.
- Source
- Q2 2026 earnings
Research & analysis only — not investment advice.
Industry & ETF context
Industry blend 58- Primary industry Semiconductors scores 58/100 (Recovery cycle, Moderate momentum).
- Held in 2 ETF(s) — largest weight SMH (9.65%).
AlphaOS industries
Investment snapshot
Taiwan Semiconductor Manufacturing
TSM's AI investment thesis
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Intelligence layer
Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity
- →Management tone: neutral
- →Top disclosed risk: The establishment of the JV and completion of the transaction are subject to the receipt of required regulatory appro...
- →Held in 2 ETF(s) — largest weight SMH (9.65%).
Strengthen intelligence
- · Fetch earnings call transcript for CEO commentary
Prior close
$450.61
Market cap
$11.69T
Profitable
Yes
Revenue $40.20B
Net income
$706.56B
FY Sep 28, 2026
Analyst ratings
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Earnings intelligence
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Technical intelligence
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Price & volume
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Filing insights
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Competitive landscape
TSMC is the leading semiconductor foundry manufacturing chips for NVIDIA, AMD, Apple, and others.
Recent SEC filings
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Taiwan Semiconductor Manufacturing (TSM)
Investment Snapshot above is the primary AlphaOS analysis for Taiwan Semiconductor Manufacturing — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.
Key facts
- Sector:
- Technology
- Industry:
- Semiconductors
- Market cap:
- $11.69T
- Revenue:
- $40.20B
Research & analysis only — not investment advice. Price, charts, and filings are above.
Connected intelligence
Follow Taiwan Semiconductor Manufacturing through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.
Compare
Research answers
Taiwan Semiconductor Manufacturing (TSM) in AlphaOS research
- theme
Semiconductors: The Layer Every AI Dollar Flows Through
Demand is structural, not cyclical — and the equipment makers are collecting tolls before a single chip ships.
- theme
SMH vs SOXX: The Two Big Semiconductor ETFs Are Really a Bet on Nvidia
They track the same sector and share most of the same names. The difference comes down to one number: how much of your money goes to Nvidia.
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