Taiwan Semiconductor Manufacturing Co. Ltd. ADR (0LCV) 4.0937 GBP (-0.02%) | Semiconductors London Stock Exchange

Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is the world's leading semiconductor foundry, producing chips and integrated circuits for a wide range of technology sectors.

Price history of Taiwan Semiconductor Manufacturing Co. Ltd. ADR

Performance & Momentum

6 Months 35.90 %

1 Year 111.83 %

3 Years 391.50 %

5 Years 275.19 %

Momentum

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Strategic Analysis

Taiwan Semiconductor Manufacturing Co. Ltd. ADR • 2026

TSMC occupies a quasi-infrastructure position in the global semiconductor supply chain: the company manufactures the most advanced chips on a contract basis for the industry’s leading designers. Its edge is based on cutting-edge technological expertise, massive manufacturing capacity, and an essential relationship with customers exposed to AI, mobile, and high-performance computing.

Strengths

Global leader in semiconductor foundry services with a critical position at the most advanced nodes
Industrial and technological excellence that is difficult to replicate, supported by continuous investment and strong economies of scale
Benefits from structural demand tied to AI, data centers, and high-end chips

Weaknesses

High dependence on the cyclicality of the semiconductor sector and on the capital spending decisions of its major customers
Persistent geopolitical exposure linked to Taiwan and the geographic concentration of its production capacity

Momentum

Momentum is very strong and reflects a clearly bullish trend, driven by sustained market interest in key players in AI and advanced semiconductors. Recent performance confirms a quality-growth profile in an expansion phase, with its strategic importance strengthened by its central role in global supply chains.

Analysis performed 1 month ago