TSM — Stock Film
STOCK FILMSCENE 1/11TSM · $410
Stock Expert AI presents
TSM
Taiwan Semiconductor Manufacturing Company Limited
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Taiwan Semiconductor Manufacturing Company Limited. A quick introduction.

On the stock market since 1997, it operates in the world of technology. It has 65,152 employees. Now — the numbers.

on the stock market since 1997
65K employees
$2.13T market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $45 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 45%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
86%Wafer [member]
Wafer [member] 86%Other Products [member] 14%
86% of all revenue comes from a single line: Wafer [member].

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 25% a year over the last 4 years. Every year shown ended in profit.

$1.59T
2021
$2.26T
2022
$2.16T
2023
$2.89T
2024
$3.85T
2025
What executives did with their own stock over the last 12 months:
140 buy7 sell

Buys outnumber sells, but taken together the trades don’t add up to a strong signal of confidence.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
WEAK SPOTS
The stock has lost its spark0/10
Executives aren’t buying3/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
Trading below its recent peak.

The stock trades below its recent peak — about 14% off the top. A pullback, not a collapse.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 45% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 3 years, sales grew about 19% a year on average.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $3.1T in the vault; even if every debt were paid off, $2.1T would remain.

1
THE RISKS · 1/2
The stock has lost its spark

The price action doesn’t yet back an upward turn. Council score: 0/10.

2
THE RISKS · 2/2
Executives aren’t buying

No clear buy-side message is coming from the executive floor. Council score: 3/10.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, TSM sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: TSM is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film