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TSMTechnology · Semiconductors

Taiwan Semiconductor Manufacturing

DeepValues Research covers Taiwan Semiconductor Manufacturing (TSM) with 5 research reports since Feb 19, 2026. The latest Deep Value Intelligence report (Jul 21, 2026) ends with a Bearish stance (4.41/5), with the stock at $425 against a headline intrinsic value of $13,231. Sector: Technology · Semiconductors. Bearish since Jul 21, 2026 (previously Neutral); 1 stance change across 3 scored reports since Apr 6, 2026.

Latest stanceBearish4.41
Reports5since Feb 19, 2026
Latest reportEN

Stance history

Bearish since Jul 21, 2026 (previously Neutral); 1 stance change across 3 scored reports since Apr 6, 2026.

  1. Neutral4.41
  2. Neutral3.65
  3. Bearish4.41

Research timeline

  1. Deep Value Intelligence

    Taiwan Semiconductor Manufacturing (TSM) Deep Value Intelligence Report

    Bearish (4.41/5) on Taiwan Semiconductor Manufacturing (TSM), Jul 21, 2026. Price $425 vs intrinsic value $13,231, 96.8% margin of safety. TSM's…

    Bearish4.41EN36 min

  2. Deep Value Intelligence

    Taiwan Semiconductor Manufacturing (TSM) Deep Value Intelligence Report

    Neutral (3.65/5) on Taiwan Semiconductor Manufacturing (TSM), Jun 13, 2026. Price $424. TSM remains a very high-quality semiconductor franchise with…

    Neutral3.65EN39 min

  3. Deep Value Intelligence

    Taiwan Semiconductor Manufacturing (TSM) Deep Value Intelligence Report

    Neutral (4.41/5) on Taiwan Semiconductor Manufacturing (TSM), Apr 6, 2026. Price $341. TSMC is an exceptional business with a genuine technological moat…

    Neutral4.41EN36 min

  4. Research note

    TSMC Financial Research Report

    Taiwan Semiconductor Manufacturing Co. (TSMC) delivered robust results in its latest quarter. Q2 2025 revenue was NT$933.8 billion (~US$30.07 billion)…

    EN45 min

  5. Research note

    TSM

    Below is a structured research dossier on Taiwan Semiconductor Manufacturing Co. Ltd. (TSM), followed by a link to download a slide deck containing the…

    EN3 min

Compare with other Technology companies

All Technology stocks
CompanyIndustryLatest stancePrice · valueDateReports
TSMTaiwan Semiconductor Manufacturing Semiconductors Bearish4.41 $425 · $13,231 5
NVDANvidia Semiconductors Neutral4.05 $211 · $205 36
ARMArm Semiconductors Neutral3.36 $243 · $28 1
MUMicron Technology Semiconductors Neutral3.73 $1,075 · $651 16
SKHY Semiconductors Neutral4.42 $194 · $401 1
INTCIntel Semiconductors Neutral2.70 $118 · $12 24
ADIAnalog Devices Semiconductors Bearish3.46 $376 · $163 9
AVGOBroadcom Semiconductors Bullish3.48 $350 · $224 15
RMBS Semiconductors Neutral3.67 $141 1

Charts from the latest report

Open report
Fundamentals Key MetricsFundamentals Key MetricsFundamentals Key MetricsYear Financial Metrics (Profitability)Year Financial Metrics (Health)Revenue BreakdownLatest Earnings SnapshotCurrent vs Historical Average ComparisonBuffett-Style Owner Earnings DCFFactor ScorecardMarket Metrics: Current vs Historical Context