🌐 What is TSMC's current market position in the semiconductor industry?

Taiwan Semiconductor Manufacturing Company (TSMC) holds a dominant position in the semiconductor industry, particularly in the semiconductor foundry market. Here are key aspects of its market position:

1. **Market Share**: TSMC is the largest dedicated semiconductor foundry in the world, with a global market share of 64.9% in the third quarter of 2024. This significant market share is a testament to its leadership in the industry.
2. **Technological Leadership**: TSMC is at the forefront of semiconductor manufacturing technology, with reported yields of 60% for its 2-nanometer chip production. This technological edge allows the company to cater to the growing demand for advanced chips, especially in the AI sector.
3. **Customer Base and Partnerships**: TSMC serves a diverse and prestigious customer base, including major tech companies like AMD, Apple, Broadcom, Qualcomm, and Nvidia. These partnerships underscore its importance in the global technology supply chain.
4. **Financial Performance**: The company's financial performance is robust, with a recent quarter reporting $25.52 billion in sales and a net income of $10.97 billion. This financial strength supports its investment in cutting-edge technologies and expansion into new markets.

|code|Ticker|Name|Date|Net Income YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.787633690488313|169|
|TSM|TSM.N|TSMC|2024 Q3|57.09087899900334|169|
|TSM|TSM.N|TSMC|2024 Q4|46.73808408104411|169|
|TSM|TSM.N|TSMC|2025 Q1|55.49343258514452|169|

|code|Ticker|Name|Date|Total Revenue YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|34.41455732149009|169|
|TSM|TSM.N|TSMC|2024 Q3|41.54153475216974|169|
|TSM|TSM.N|TSMC|2024 Q4|29.64824565273266|169|
|TSM|TSM.N|TSMC|2025 Q1|37.4784375467821|169|

|code|Ticker|Name|Date|Diluted EPS YoY|market_code|
|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.87109585673914|169|
|TSM|TSM.N|TSMC|2024 Q3|56.925851198511964|169|
|TSM|TSM.N|TSMC|2024 Q4|46.51159276854591|169|
|TSM|TSM.N|TSMC|2025 Q1|55.553067902773066|169|

|code|Ticker|Name|Date|Net Income YoY|Net Income|market_code|
|---|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.787633690488313|7.63209337672832E9|169|
|TSM|TSM.N|TSMC|2024 Q3|57.09087899900334|1.02710965176486E10|169|
|TSM|TSM.N|TSMC|2024 Q4|46.73808408104411|1.14202185399E10|169|
|TSM|TSM.N|TSMC|2025 Q1|55.49343258514452|1.096786321054E10|169|

|code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code|
|---|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|34.41455732149009|2.075532066094528E10|169|
|TSM|TSM.N|TSMC|2024 Q3|41.54153475216974|2.400291387952794E10|169|
|TSM|TSM.N|TSMC|2024 Q4|29.64824565273266|2.64855419631E10|169|
|TSM|TSM.N|TSMC|2025 Q1|37.4784375467821|2.551699753252E10|169|

|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|TSM|TSM.N|TSMC|2024 Q2|30.87109585673914|0.2946070784|169|
|TSM|TSM.N|TSMC|2024 Q3|56.925851198511964|0.3962085732|169|
|TSM|TSM.N|TSMC|2024 Q4|46.51159276854591|0.440683095|169|
|TSM|TSM.N|TSMC|2025 Q1|55.553067902773066|0.4238370572|169|

5. **Strategic Investments and Expansion**: TSMC's ambitious $100 billion investment plan aims to expand its U.S. operations and create thousands of jobs. This strategic move aligns with its goal to bolster its position in the global semiconductor market and mitigate potential trade risks.
6. **Industry Recognition and Ratings**: Analysts maintain an "Outperform" rating for TSMC, with an average one-year price target suggesting significant upside potential from the current trading price. This consensus reflects confidence in the company's continued success and growth.

In summary, TSMC's current market position is one of dominance and leadership in the semiconductor industry. Its strong market share, technological advancements, strategic partnerships, robust financial performance, and planned expansions position it well for future growth and success.