Research Study

TSMC Initiation 2026

CoreValue Research Team
August 2, 2026
Company Analysis

TSMC makes more than 92% of the world’s leading-edge chips, holds 65% of the foundry market and manufactures roughly 30% of all semiconductors on earth — a position built on a single strategic decision taken in 1987 and never revisited. This is a full institutional-grade equity research initiation on Taiwan Semiconductor Manufacturing Company (NYSE: TSM / TWSE: 2330), adapted from a 152-slide deck into a structured, chart-heavy analysis of the company’s history, business model, manufacturing footprint, governance, competitive position and twenty-five years of financials.

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Inside the report

A few of the charts inside the full interactive report.

Chapter 2 · What TSMC Actually Sells Revenue by node
Chapter 2 · What TSMC Actually Sells Revenue by segment
Chapter 2 · What TSMC Actually Sells Segment mix
Chapter 2 · What TSMC Actually Sells Revenue by customer
Chapter 6 · Twenty-Six Years of Financials Total revenue
Chapter 6 · Twenty-Six Years of Financials Wafer shipments
Chapter 6 · Twenty-Six Years of Financials Price per wafer
Chapter 6 · Twenty-Six Years of Financials Revenue by segment

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