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Investment Performance of TSMC and IBM
Taiwan Semiconductor Manufacturing Co. (TSMC) and IBM have significantly outperformed the S&P 500 over the past one, three, and five years. TSMC, the largest chip foundry in the world, reported a revenue increase of 35% year-over-year in Q1 2025, totaling $25.5 billion, with a surge in earnings per share (EPS) of 54% to $2.12. TSMC’s market capitalization stands at $963 billion, with a dividend yield of 1.26%.
IBM recorded a revenue increase of 3% in 2024, achieving $62.8 billion, with free cash flow rising by 13% to $12.7 billion. IBM’s market cap is $270 billion, and it currently offers a dividend yield of 2.31%. Both companies are poised for growth in the AI sector, with TSMC’s revenue from AI expected to double year-over-year.
Key upcoming earnings reports include TSMC on July 17, 2025, and IBM on July 23, 2025.
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