Morningstar
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Apr 16, 2026
Taiwan Semiconductor Manufacturing Company Limited: TSMC Earnings: Refining Guidance and Expansion Plans Amid Strong AI Demand
Summary
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with about 70% market share in 2025. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustr
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Analyst Profile
Phelix Lee
Equity Analyst
Phelix Lee is an equity analyst for Morningstar Investment Management Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He covers Asia tech stocks, with a focus on Greater China.Before joining Morningstar in 2019, Lee spent five years at a Hong Kong-based brokerage firm as an equity analyst covering small/mid-cap names in tech hardware.Lee holds a Bachelor of Business Administration (Honours) in financial services from the Hong Kong Polytechnic University. He also holds the Chartered Financial Analyst® designation.
