
Taiwan Semiconductor Manufacturing Company Limited
NYSE•TSM
CEO: Dr. C. C. Wei Ph.D.
セクター: Technology
業種: Semiconductors
上場日: 1997-10-09
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
連絡先情報
時価総額
$1.90T
PER (TTM)
28.9
37.2
配当利回り
1.0%
52週高値
$380.00
52週安値
$134.25
52週レンジ
順位20Top 6.4%
6.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$34.05B+21.59%
直近4四半期の推移
EPS
$3.17+41.79%
直近4四半期の推移
フリーCF
$12.52B+50.31%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Strong 2024 Revenue Growth Net revenue reached NT$2.89T in 2024, marking a substantial 33.9% increase from 2023 figures.
Net Income Rises Significantly Net income attributable to parent shareholders grew 36.0% to NT$1.158T in 2024, reflecting improved operational leverage.
Advanced Node Dominance Increases Advanced technologies (7nm and below) accounted for 69% of wafer revenue, up from 58% in 2023, showing technology leadership.
Cash Flow Funds Expansion Plans Operating cash flow was NT$1.826T in 2024; 2025 CapEx guided between US$38B and US$42B for advanced nodes.
リスク要因
Trade Tensions and Export Controls Ongoing political and trade tensions, including U.S. export controls, create uncertainty impacting supply chains and potential sales.
Revenue Concentration Risk High Top ten customers accounted for 76% of net revenue in 2024, making results vulnerable to major customer slowdowns.
Power Costs Increase Adversely Higher electricity tariffs, up 25% effective April 2024, increase manufacturing costs and may negatively impact financial results.
Earthquake Damage Disruptions Recent earthquakes caused NT$3B (Q2 2024) and NT$5.3B (Q1 2025) losses, risking operational capacity and equipment damage.
見通し
Focus on 2nm and Advanced Nodes 2025 CapEx focuses on installing capacity for 2nm, 3nm, and 5nm nodes, including facility expansion for Fabs 20, 21, 22.
2-Nanometer Volume Production On Track Development of 2-nanometer technology remains on track, with volume production expected to commence in 2025.
Talent Development and Retention Strategies focus on encouraging self-learning and equipping employees with future capabilities to build a strong talent pool.
Drive Green Manufacturing Initiatives Aiming to be a leading company in environmental protection by focusing on climate, energy, water stewardship, and circular resources.
同業比較
売上高 (TTM)
META$200.97B
TSM$122.95B
AVGO$63.89B
粗利益率 (最新四半期)
META81.8%
AVGO68.0%
TSM62.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TSM | $1.90T | 28.9 | 35.1% | 12.5% |
| META | $1.61T | 26.7 | 30.6% | 22.9% |
| AVGO | $1.54T | 66.5 | 31.5% | 38.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
10.0%
安定成長
4四半期純利益CAGR
14.3%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月15日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 20-F - FY 2024
会計期末: 2024年12月31日|提出日: 2025年4月17日|売上高: $90.37B+33.9%|EPS: $6.97+36.0%予想を上回るForm 20-F - FY 2023
会計期末: 2023年12月31日|提出日: 2024年4月18日|売上高: $69.60B-4.5%|EPS: $5.29-14.2%予想を上回るForm 20-F - FY 2022
会計期末: 2022年12月31日|提出日: 2023年4月20日|売上高: $69.60B+42.6%|EPS: $5.29+67.6%予想通りForm 20-F - FY 2021
会計期末: 2021年12月31日|提出日: 2022年4月14日|売上高: $69.60B+18.5%|EPS: $5.29+15.9%予想通りForm 20-F - FY 2020
会計期末: 2020年12月31日|提出日: 2021年4月16日|売上高: $69.60B+25.2%|EPS: $5.29+44.3%予想通り