TSMC: A Solid Player in Times of Geopolitical Tensions
TSMC (Taiwan Semiconductor Manufacturing Co. Ltd.), the world’s leading semiconductor manufacturer, demonstrates impressive resilience in the current market development despite geopolitical tensions. This strength attracts the interest of investors, which is of high relevance for investors in the German-speaking region. Here are some key aspects that underline TSMC’s position and attractiveness for investors:
Financial Performance
- Strong Quarterly Figures: TSMC reported a robust financial performance for the first quarter of 2025. The consolidated revenue was 839.25 billion NT$, and the net profit stood at 361.56 billion NT$. Earnings per share for the quarter amounted to 13.94 NT$.
- Investment Plans: TSMC’s board has approved significant capital allocations of approximately 15.25 billion US dollars. These funds are designated for expanding capacities for advanced technologies, installing packaging and specialty technology capacities, and constructing new manufacturing facilities.
Dividend Policy
- Cash Dividend: TSMC will pay a cash dividend of 5.00 NT$ per share for the first quarter. The record date is September 22, 2025, and the planned payment date is October 9, 2025. For TSMC’s American Depositary Shares (ADSs), the ex-dividend date is September 16, 2025.
Market Significance
- Geopolitical Tensions: Despite the ongoing geopolitical tensions affecting the semiconductor industry, TSMC shows remarkable resilience. This is attributed to its leading market position and continuous investment in advanced technologies.
- Investor Interest: TSMC’s strength attracts the interest of investors, as the company is regarded as an important player in the global semiconductor industry. For investors in the German-speaking region, this is particularly relevant as they wish to invest in a company that remains stable even in turbulent times.
Stock Price and Market Development
- Stock Price: TSMC’s stock price is quoted at 173.10 EUR, which indicates the company’s sustained strength in market development. The combination of solid financial results and forward-looking investments contributes to strengthening investor confidence.
- Market Development: The semiconductor industry remains a central sector in the global economy, and TSMC is a key player here. The company’s ability to adapt to changing market conditions and continue investing in innovations makes it an attractive investment for long-term oriented investors.
Overall, TSMC remains an important player in the semiconductor industry and offers investors a solid foundation for long-term investments, despite the current geopolitical challenges.