TSMC
Base 50, components added, then compressed onto a 2–98 scale. The formula is published and identical on every page.
What TSMC does
Manufactures the leading-edge silicon for nearly every major AI chip designer, and owns the advanced packaging capacity that accelerator supply depends on.
What moves TSM
- Leading-edge node ramp and yields
- Advanced packaging capacity additions
- Taiwan geopolitical risk premium
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Common questions
Why does advanced packaging matter as much as the process node?
Modern accelerators combine logic and memory dies in one package. Packaging capacity has repeatedly been the binding constraint on shipments rather than wafer supply.
What is TSMC's sentiment score right now?
TSM currently scores 76 out of 100, which reads as hot. The score combines one-day momentum, five-day trend, position in the 52-week range, headline flow and relative volume. The full breakdown is shown above.
Where does TSM sit in the AI supply chain?
TSMC is grouped under equipment & eda. The tools and software that make chips possible — lithography, deposition, etch, inspection and the design software behind every layout.