Taiwan Semiconductor Manufacturing Co (HAM:TSFA) Tariff Resilience Score: 3/10 (As of Jul. 07, 2026)


HAM:TSFA Taiwan Semiconductor Manufacturing Co Ltd HAM:TSFA
88 GF Score
Price €389.50
GF Value €267.90
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Taiwan Semiconductor Manufacturing Co Tariff Resilience Score?

Taiwan Semiconductor Manufacturing Co HAM:TSFA -1.77% 88 Tariff Resilience Score is 3 as of Jul. 07, 2026. GuruFocus rates HAM:TSFA with a GF Score™ of 88/100 and a GF Value™ of €267.90 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 996 Semiconductors companies, Taiwan Semiconductor Manufacturing Co ranks better than 84.44% on this metric.

Taiwan Semiconductor Manufacturing Co has the Tariff Resilience Score of 3, which implies that the company might have .

Taiwan Semiconductor Manufacturing Co has TSMC is highly exposed due to its global supply chain and reliance on US and Chinese markets. Semiconductor tariffs can significantly impact operations. Mitigation includes diversifying customer base and leveraging technological leadership, but risks remain.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Taiwan Semiconductor Manufacturing Co might have .

Taiwan Semiconductor Manufacturing Co  (HAM:TSFA) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Taiwan Semiconductor Manufacturing Co Tariff Resilience Score Related Terms

HAM:TSFA vs NVDA, AVGO, MU: Tariff Resilience Score Comparison

For the Semiconductors subindustry, Taiwan Semiconductor Manufacturing Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Taiwan Semiconductor Manufacturing Co Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Taiwan Semiconductor Manufacturing Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Taiwan Semiconductor Manufacturing Co's Tariff Resilience Score falls into.


HAM:TSFA
88GF Score
Taiwan Semiconductor Manufacturing Co Ltd HAM:TSFA
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 3 mean?
Taiwan Semiconductor Manufacturing Co (HAM:TSFA) has a Tariff Resilience Score of 3 as of Jul. 07, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Taiwan Semiconductor Manufacturing Co ranks #155 out of 996 companies in the Semiconductors industry, placing it in the top 15.6%.
Is Taiwan Semiconductor Manufacturing Co's Tariff Resilience Score too high?
Taiwan Semiconductor Manufacturing Co's current Tariff Resilience Score is 3. Based on the distribution chart, Taiwan Semiconductor Manufacturing Co ranks #155 out of 996 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Taiwan Semiconductor Manufacturing Co has a GF Score™ of 88/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Taiwan Semiconductor Manufacturing Co's Tariff Resilience Score compare to NVDA and AVGO?
According to the Semiconductors industry distribution chart, Taiwan Semiconductor Manufacturing Co ranks #155 out of 996 companies for Tariff Resilience Score. This places Taiwan Semiconductor Manufacturing Co in the top 16% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Taiwan Semiconductor Manufacturing Co's current Tariff Resilience Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Taiwan Semiconductor Manufacturing Co stock overvalued right now?
Based on GuruFocus' analysis, Taiwan Semiconductor Manufacturing Co (HAM:TSFA) is currently considered Significantly Overvalued. The stock's GF Value™ is €267.90, compared to a current price of €389.50 — trading 45.4% above its estimated fair value. The current Tariff Resilience Score is 3. Taiwan Semiconductor Manufacturing Co's overall GF Score™ is 88/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Taiwan Semiconductor Manufacturing Co (HAM:TSFA), the current Tariff Resilience Score is 3 as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Taiwan Semiconductor Manufacturing Co (HAM:TSFA) Overvalued in 2026?

Based on GuruFocus' analysis, Taiwan Semiconductor Manufacturing Co stock appears to be overvalued. The current stock price of €389.50 is trading 45.4% above its estimated GF Value™ of €267.90. GuruFocus considers Taiwan Semiconductor Manufacturing Co to be Significantly Overvalued.

Key valuation signals for HAM:TSFA:

  • Tariff Resilience Score: 3
  • GF Value™: €267.90 vs. price of €389.50 (45.4% above fair value)
  • GF Score™: 88/100 with 6 warning signs

No single metric tells the full story. See the HAM:TSFA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Taiwan Semiconductor Manufacturing Co Business Description

Address No. 8, Li-Hsin Road 6, Hsinchu Science Park, Hsinchu, TWN, 300-096
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 illustrious base of customers, including Apple, AMD, and Nvidia, that look to apply its cutting-edge process technologies to their semiconductor designs. TSMC employs more than 83,000 people.
88GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€389.50
Price
€267.90
GF Value