Taiwan Semiconductor Manufacturing (TSM) — chart, structure and Closelook read

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing (TSM) trades on US exchanges in Taiwan, classified under Technology. It is a constituent of Rubin Build-Out 100, sitting in Layer 2 of the build-out stack.

The Closelook company score reads 70/100 composite (momentum 64, quality 85, valuation 77) across 7 modules — the full three-layer breakdown, chart structure and analog history load live above.

The print record

9 of 10 EPS beats and 10 of 10 revenue beats across the covered prints, with three-day reactions splitting 2 up · 5 flat · 3 down (as of the 2026-07-16 card). The capex guide. TSMC beats on both lines almost every quarter and the tape sells the beats anyway — but nobody in the chain can look away from the spend number. Twenty-four hours after ASML answered with capacity instead of bookings, TSMC’s capex guide is the other half of the same trade: the tools are being built for 2027 — this number says whether the wafers are coming to pay for them.

The full Taiwan Semiconductor Manufacturing print-record card →

closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: TSM news on the tape · index compare · sector dispersion · scanner.