TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) — Moat, Quality & Fair Value

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) has a Wide economic moat and a quality score of 90/100. It operates in the Information Technology sector.

Industry: Semiconductors · Information Technology

Market share (2025): 42.5% of Foundries, packaging & test

Theme: AI hardware (partial)

Economic moat: Wide. A wide moat indicates durable advantages likely to protect returns on capital for many years. Learn more about how we classify moats in our guide to economic moats.

Quality score: 90/100. This score combines seven weighted pillars — returns on capital, margin strength, cash generation, financial health, durability, management, and moat & position. See how the quality score works.

The three-tier owner-earnings fair value estimate, price & fair-value chart, financial statements, and complete management evaluation for TSM are available in the MoatScope app (14-day free trial, no card required). New to the framework? Start with the MoatScope guide.