tsmc weathers currency storm, cnbc reports

tsmc weathers currency storm, cnbc reports

2025-07-29 tsmc

Hsinchu City, Tuesday, 29 July 2025.
Despite facing currency headwinds, Taiwan Semiconductor Manufacturing Company (TSMC) demonstrates resilience. The CNBC report highlights TSMC’s crucial role as a leading-edge foundry. Investors closely monitor the company’s financial performance and market position. TSMC’s stock, listed on both the NYSE (TSM) and the Taiwan Stock Exchange (2330.TW), remains a key indicator of the semiconductor industry’s health. The company’s ability to navigate currency challenges underscores its strength in the global market.

current stock performance

As of 12:42 PM CTT, Taiwan Semiconductor Manufacturing Co Ltd (2330-TW) saw its stock price at 1,130.00, a decrease of 15.00 points or 1.31% [1]. The stock’s opening price was 1,145.00, with the day’s high also at 1,145.00 and the low at 1,125.00 [1]. The previous day’s closing price was 1,145.00 [1]. The stock has fluctuated between a 52-week high of 1,160.00 (recorded on July 28, 2025) and a 52-week low of 780.00 (recorded on April 09, 2025) [1]. These metrics provide a snapshot of TSMC’s recent market activity and overall trading range.

key financial metrics

TSMC’s market capitalization stands at 1,020,774.6 million, with 25,932.73 million shares outstanding [1]. The company offers a dividend of 18.00, resulting in a dividend yield of 1.59% [1]. The beta is 1.57 [1]. The earnings per share (EPS) over the trailing twelve months (TTM) is 56.30, leading to a price-to-earnings ratio (P/E TTM) of 20.07 [1]. These figures are vital for investors assessing the company’s valuation and profitability. The absence of data for forward P/E, EBITDA, ROE, revenue, and margins suggests potential areas for further investigation [1].

manufacturing advancements and strategic shifts

TSMC continues to innovate in process technology, including Bipolar-CMOS-DMOS (BCD) power management [4]. Their BCD power management process features higher integration, a smaller footprint, and lower power consumption, covering nodes from 0.6 μm to 22 nm [4]. TSMC introduced a series of BCD process technology solutions in 2024 to meet the demands of HPC, AI, and high-efficiency mobile devices [4]. However, TSMC is set to formally exit the gallium nitride (GaN) foundry market on July 31, 2027, as Navitas Semiconductor partners with 力積電 for GaN chip production [8].

technology platform advancements

TSMC’s 7nm (N7) platform delivers significant improvements over the 16nm technology (N16), achieving up to 30% speed enhancement, 55% power saving, and a threefold increase in logic density [5]. This platform is widely used in smartphones, HPC, automotive, and digital consumer electronics [5]. The 6nm (N6) technology enhances process simplicity and productivity using extreme ultra-violet (EUV) lithography, offering improvements in power, performance and density over N7 [5]. Designers can adopt N6 while leveraging their N7 investments, as N6 has been in volume production since 2020 [5].

market dynamics and competitive landscape

The semiconductor industry is subject to various factors. Currency headwinds can impact revenue and profitability, requiring companies like TSMC to manage exchange rate risks effectively [1]. Strategic shifts, such as exiting the GaN market, also reflect changing market dynamics and the company’s focus on core competencies [8]. Competition from other players and geopolitical factors add complexity [alert! ‘the source does not provide explicit expert views, but the stock analysis site implies caution due to these factors’]. These elements collectively shape investor sentiment and TSMC’s stock performance.

Bronnen


tsmc stock currency headwinds