![\"\"](\"https:\/\/www.wacoca.com\/news\/wp-content\/uploads\/2026\/04\/TIKR.com_TSM-Taiwan-Semiconductor-Manufacturing-Company-Limited_1011576663e.webp\")
TSM\u306e\u58f2\u4e0a\u9ad8\u3001EBIT\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u4e88\u60f3\uff08\u5358\u4f4d\uff1a\u5104\u7c73\u30c9\u30eb\u3001TIKR\uff09<\/p>\nTaiwan Semiconductor Manufacturing\u682a\u306e\u4e3b\u8981\u7d71\u8a08<\/p>\n
Taiwan Semiconductor Manufacturing \u682a\u306e\u4fa1\u683c\u5909\u52d5 \uff1a3<\/p>\n
4\u67089\u65e5\u73fe\u5728\u306e\u682a\u4fa1\uff1a $375<\/p>\n
52\u9031\u9ad8\u5024\uff1a390\u30c9\u30eb<\/p>\n
TSM\u306e\u682a\u4fa1\u76ee\u6a19\uff1a 432\u30c9\u30eb<\/p>\n
\u4eca\u3059\u3050\u30e9\u30a4\u30d6\uff1aTIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u3092\u4f7f\u3063\u3066\u3001\u3042\u306a\u305f\u306e\u597d\u304d\u306a\u9298\u67c4\u304c\u3069\u308c\u3060\u3051\u4e0a\u6607\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304b\u3092\u767a\u898b\u3057\u3066\u304f\u3060\u3055\u3044\u3002>>><\/p>\n
\u4f55\u304c\u8d77\u304d\u305f\u306e\u304b\uff1f<\/p>\n
\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\uff08TSM\uff09\u306e\u682a\u4fa1\u306f\u3001\u540c\u793e\u306e\u7b2c1\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u304c356\u5104\u30c9\u30eb\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd435\uff05\u5897\u3068\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u4e0a\u6607\u3057\u3066\u3044\u308b\u3002<\/p>\n
3\u6708\u3060\u3051\u3067\u3082\u524d\u5e74\u540c\u671f\u6bd445\uff05\u5897\u3067\u3001\u52e2\u3044\u304c\u8870\u3048\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n
\u3053\u306e\u6570\u5b57\u3092\u727d\u5f15\u3057\u305f\u306e\u306f\u3001\u4f55\u3088\u308a\u3082AI\u3067\u3042\u308b\u3002 <\/p>\n
Nvidia\u3084Apple\u306e\u3088\u3046\u306a\u9867\u5ba2\u304b\u3089\u306e\u5148\u9032\u7684\u306a\u30c1\u30c3\u30d7\u3078\u306e\u9700\u8981\u306f\u3001\u56db\u534a\u671f\u3092\u901a\u3058\u3066\u597d\u8abf\u3092\u7dad\u6301\u3057\u305f\u3002 <\/p>\n
SemiAnalysis\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e1\u4eba\u306f\u3001TSMC\u304c\u81ea\u793e\u306e\u5e74\u9593\u6210\u9577\u7387\u76ee\u6a1930%\u3092\u5bb9\u6613\u306b\u4e0a\u56de\u308b\u3060\u308d\u3046\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002<\/p>\n
TSM\u306e\u58f2\u4e0a\u9ad8\u3001EBIT\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u4e88\u60f3\uff08\u5358\u4f4d\uff1a\u5104\u7c73\u30c9\u30eb\u3001TIKR\uff09<\/p>\n
\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3084PC\u306e\u58f2\u4e0a\u306f\u30e1\u30e2\u30ea\u4e0d\u8db3\u306e\u5f71\u97ff\u3067\u843d\u3061\u8fbc\u3093\u3060\u304c\u3001AI\u5206\u91ce\u304c\u843d\u3061\u8fbc\u307f\u3092\u88dc\u3063\u305f\u3002 <\/p>\n
TSMC\u306f\u56db\u534a\u671f\u4e2d\u306b\u6700\u5148\u7aef\u30c1\u30c3\u30d7\u306e\u4fa1\u683c\u3092\u5f15\u304d\u4e0a\u3052\u305f\u3068\u5831\u3058\u3089\u308c\u3066\u304a\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3053\u308c\u304c\u58f2\u4e0a\u9ad8\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u4e3b\u306a\u7406\u7531\u3060\u3068\u3057\u3066\u3044\u308b\u3002 <\/p>\n
16\u65e5\u306b\u767a\u8868\u3055\u308c\u308b\u6c7a\u7b97\u3067\u306f\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f64%\u7a0b\u5ea6\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n
\u30a2\u30ca\u30ea\u30b9\u30c8\u306b\u3088\u308b\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\u30fb\u30de\u30cb\u30e5\u30d5\u30a1\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u682a\u306e\u6210\u9577\u4e88\u6e2c\u3068\u76ee\u6a19\u682a\u4fa1\u3092\u898b\u308b\uff08\u7121\u6599\uff09 >>)<\/p>\n
TSM\u682a\u306b\u3064\u3044\u3066\u5e02\u5834\u304c\u4f1d\u3048\u3066\u3044\u308b\u3053\u3068<\/p>\n
\u53f0\u6e7e\u534a\u5c0e\u4f53\u306e\u682a\u4fa1\u306f\u3001\u72ec\u81ea\u306e\u5f37\u529b\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3042\u308b\u3002\u540c\u793e\u306f\u3001\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3067\u304d\u308b\u4e16\u754c\u3067\u3082\u6570\u5c11\u306a\u3044\u30e1\u30fc\u30ab\u30fc\u306e\u3072\u3068\u3064\u3060\u3002\u3053\u308c\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u8fc5\u901f\u304b\u3064\u5b89\u4fa1\u306b\u8907\u88fd\u3067\u304d\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3002<\/p>\n
TSMC\u3092\u5fc5\u8981\u3068\u3059\u308b\u4f01\u696d\u306e\u30ea\u30b9\u30c8\u306f\u5897\u3048\u7d9a\u3051\u3066\u3044\u308b\u3002\u3082\u306f\u3084Nvidia\u3068Apple\u3060\u3051\u3067\u306f\u306a\u3044\u3002\u30b0\u30fc\u30b0\u30eb\u3001\u30a2\u30fc\u30e0\u3001\u305d\u3057\u3066\u30a2\u30f3\u30bd\u30ed\u30d4\u30c3\u30af\u306e\u3088\u3046\u306aAI\u4f01\u696d\u307e\u3067\u3082\u304c\u3001\u72ec\u81ea\u306e\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3092\u8a2d\u8a08\u3057\u3066\u3044\u308b\u3002 <\/p>\n
AI\u63a8\u8ad6\u306e\u65b0\u8208\u4f01\u696d\u3082\u3001\u65b0\u3057\u3044\u30b7\u30ea\u30b3\u30f3\u3067\u5e02\u5834\u306b\u53c2\u5165\u3059\u308b\u6ce2\u304c\u62bc\u3057\u5bc4\u305b\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30c1\u30c3\u30d7\u3092\u5b9f\u969b\u306b\u88fd\u9020\u3059\u308b\u306b\u306f\u3001\u307b\u307c\u3059\u3079\u3066\u306e\u4f01\u696d\u304cTSMC\u304b\u3001\u305d\u306e\u6570\u5c11\u306a\u3044\u7af6\u4e89\u76f8\u624b\u3067\u3042\u308b\u30b5\u30e0\u30b9\u30f3\u304b\u30a4\u30f3\u30c6\u30eb\u306e\u3044\u305a\u308c\u304b\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002<\/p>\n
\u3053\u306e\u3088\u3046\u306a\u52d5\u304d\u304b\u3089\u3001\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc\u682a\u306f\u3001\u5358\u4e00\u306e\u30e2\u30c7\u30eb\u4f01\u696d\u3084\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u8ced\u3051\u308b\u3053\u3068\u306a\u304f\u3001AI\u30a4\u30f3\u30d5\u30e9\u652f\u51fa\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u5f97\u308b\u6700\u3082\u660e\u78ba\u306a\u65b9\u6cd5\u306e1\u3064\u3068\u306a\u3063\u3066\u3044\u308b\u3002AI\u7af6\u4e89\u306b\u52dd\u5229\u3059\u308b\u4f01\u696d\u306f\u3001\u304a\u305d\u3089\u304fTSMC\u306b\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3055\u305b\u308b\u3060\u308d\u3046\u3002<\/p>\n
![\"\"](\"https:\/\/www.wacoca.com\/news\/wp-content\/uploads\/2026\/04\/TSM-street-estimate.webp\")
TSM\u682a\u4fa1\u8a55\u4fa1\u30e2\u30c7\u30eb(TIKR)<\/p>\n
\u6ce8\u76ee\u306b\u5024\u3059\u308b\u30ea\u30b9\u30af\u3082\u3042\u308b\u3002 <\/p>\n
\u4e2d\u6771\u60c5\u52e2\u306e\u7dca\u8feb\u5316\u306f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u4e0d\u78ba\u5b9f\u6027\u3092\u3082\u305f\u3089\u3059\u3002 <\/p>\n
\u95a2\u7a0e\u61f8\u5ff5\u3068\u53f0\u6e7e\u3092\u3081\u3050\u308b\u5730\u653f\u5b66\u7684\u5727\u529b\u306f\u3001\u53f0\u6e7e\u534a\u5c0e\u4f53\u306e\u682a\u4fa1\u306b\u3068\u3063\u3066\u9577\u671f\u7684\u306a\u30aa\u30fc\u30d0\u30fc\u30cf\u30f3\u30b0\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u306a\u3044\u3002 <\/p>\n
\u3057\u304b\u3057\u4eca\u306e\u3068\u3053\u308d\u3001\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306b\u306f\u7570\u8ad6\u304c\u306a\u3044\u3002 <\/p>\n
\u53ce\u76ca\u306f\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u4fa1\u683c\u6c7a\u5b9a\u529b\u306f\u672c\u7269\u3067\u3001\u9700\u8981\u306f\u51b7\u3048\u8fbc\u3080\u5146\u3057\u3092\u898b\u305b\u3066\u3044\u306a\u3044\u3002<\/p>\n
\u53ce\u76ca\u6027\u306e\u8a73\u7d30\u3092\u542b\u3080\u5b8c\u5168\u306a\u56db\u534a\u671f\u6c7a\u7b97\u306f4\u670816\u65e5\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u3002 <\/p>\n
\u4f01\u696d\u306e\u30d5\u30a7\u30a2\u30d0\u30ea\u30e5\u30fc\u3092\u5373\u5ea7\u306b\u898b\u7a4d\u3082\u308b\uff08TIKR\u3092\u4f7f\u3048\u3070\u7121\u6599\uff09 >><\/p>\n
\u53f0\u6e7e\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fb\u30de\u30cb\u30e5\u30d5\u30a1\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u682a\u306f\u3053\u3053\u304b\u3089\u3069\u308c\u304f\u3089\u3044\u4e0a\u6607\u3059\u308b\u306e\u304b\uff1f<\/p>\n
TIKR\u306e\u65b0\u3057\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30fb\u30e2\u30c7\u30eb\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u3048\u3070\u30011\u5206\u4ee5\u5185\u306b\u305d\u306e\u9298\u67c4\u306e\u6f5c\u5728\u7684\u306a\u682a\u4fa1\u3092\u898b\u7a4d\u3082\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n
\u5fc5\u8981\u306a\u306e\u306f3\u3064\u306e\u7c21\u5358\u306a\u5165\u529b\u3060\u3051\u3067\u3059\uff1a<\/p>\n
\u53ce\u76ca\u6210\u9577\u7387<\/p>\n
\u55b6\u696d\u5229\u76ca\u7387<\/p>\n
\u51fa\u53e3PER\u500d\u7387<\/p>\n
\u4f55\u3092\u5165\u529b\u3059\u308c\u3070\u3088\u3044\u304b\u5206\u304b\u3089\u306a\u3044\u5834\u5408\u3001TIKR\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3092\u4f7f\u3063\u3066\u5404\u5165\u529b\u3092\u81ea\u52d5\u7684\u306b\u5165\u529b\u3057\u3001\u8fc5\u901f\u3067\u4fe1\u983c\u3067\u304d\u308b\u51fa\u767a\u70b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n
\u305d\u3053\u304b\u3089\u3001TIKR\u306f\u30d6\u30eb\u3001\u30d9\u30fc\u30b9\u3001\u30d9\u30a2 \u30b7\u30ca\u30ea\u30aa\u306e\u4e0b\u3067\u306e\u6f5c\u5728\u7684\u306a\u682a\u4fa1\u3068\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u8a08\u7b97\u3057\u307e\u3059\u306e\u3067\u3001\u9298\u67c4\u304c\u5272\u5b89\u306b\u898b\u3048\u308b\u304b\u5272\u9ad8\u306b\u898b\u3048\u308b\u304b\u3092\u7d20\u65e9\u304f\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n
60\u79d2\u4ee5\u5185\u306b\u9298\u67c4\u306e\u771f\u306e\u4fa1\u5024\u3092\u898b\u308b\uff08TIKR\u3092\u4f7f\u3048\u3070\u7121\u6599\uff09 >><\/p>\n
\u65b0\u3057\u3044\u30c1\u30e3\u30f3\u30b9\u3092\u304a\u63a2\u3057\u3067\u3059\u304b\uff1f<\/p>\n
\u514d\u8cac\u4e8b\u9805<\/p>\n
TIKR\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u308b\u8a18\u4e8b\u306f\u3001TIKR\u3084\u30b3\u30f3\u30c6\u30f3\u30c4\u30c1\u30fc\u30e0\u306b\u3088\u308b\u6295\u8cc7\u3084\u8ca1\u52d9\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u307e\u305f\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u306a\u3044\u3053\u3068\u306b\u3054\u6ce8\u610f\u304f\u3060\u3055\u3044\u3002\u5f0a\u793e\u306f\u3001TIKR\u30bf\u30fc\u30df\u30ca\u30eb\u306e\u6295\u8cc7\u30c7\u30fc\u30bf\u304a\u3088\u3073\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u6e2c\u306b\u57fa\u3065\u3044\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u4f5c\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u5f0a\u793e\u306e\u5206\u6790\u306b\u306f\u3001\u6700\u8fd1\u306e\u4f01\u696d\u30cb\u30e5\u30fc\u30b9\u3084\u91cd\u8981\u306a\u6700\u65b0\u60c5\u5831\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002TIKR\u306f\u3044\u304b\u306a\u308b\u9298\u67c4\u306b\u3082\u6295\u8cc7\u3057\u3066\u304a\u308a\u307e\u305b\u3093\u3002\u304a\u8aad\u307f\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\uff01<\/p>\n","protected":false},"excerpt":{"rendered":"
Taiwan Semiconductor Manufacturing\u682a\u306e\u4e3b\u8981\u7d71\u8a08 Taiwan Semiconductor Manufacturing \u682a\u306e\u4fa1\u683c\u5909\u52d5 \uff1a3 4\u67089\u65e5\u73fe\u5728\u306e\u682a\u4fa1\uff1a $375 52\u9031\u9ad8\u5024\uff1a39<\/p>\n","protected":false},"author":2,"featured_media":2811177,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[785169],"tags":[13300,5639],"class_list":{"0":"post-2811176","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-taiwan","8":"tag-taiwan","9":"tag-5639"},"share_on_mastodon":{"url":"https:\/\/wakoka.com\/@news\/116385090449534816","error":""},"_links":{"self":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts\/2811176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/comments?post=2811176"}],"version-history":[{"count":0,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/posts\/2811176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/media\/2811177"}],"wp:attachment":[{"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/media?parent=2811176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/categories?post=2811176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wacoca.com\/news\/wp-json\/wp\/v2\/tags?post=2811176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}