Taiwan Semiconductor Manufacturing Company just crushed expectations with a 39% year-over-year jump in Q2 sales, raking in NT$933.8 billion (~US$31.9 billion). That’s not just strong—it’s silicon-fueled rocket fuel. With AI chip demand surging globally, investors are now asking: is a TSMC stock split finally back on the table? tsmc stock split History: A Long Pause Since 2009 TSMC has split its stock 10 times since 1998, with the last split occurring on July 15, 2009 at a modest 1.005:1 ratio. That’s a long hiatus for a company now valued at over US$1.2 trillion. Historically, splits helped improve liquidity and accessibility, especially for retail investors. But with TSMC’s ADR trading near $230, some argue it’s time to revisit the idea. Why It Matters No split in over 15 years Share price climbing steadily with AI tailwinds Retail investors may find shares “psychologically expensive” A split could signal confidence and broaden ownership What’s Driving the Momentum? TSMC’s Q2 beat wasn’t just a fluke—it reflects real demand for advanced chips powering AI workloads. From data centers to edge devices, everyone wants more compute, and TSMC is the go-to foundry. The company’s April guidance of $28.4B–$29.2B was already bullish, but actual results blew past that. Key Highlights: AI chip demand remains red-hot Revenue outpaced LSEG estimates Global tech giants rely on TSMC’s cutting-edge nodes Final Thoughts: Split or Stay the Course? While there’s no official word from management, the stars are aligning for a potential TSMC stock split. If the company wants to boost liquidity and retail participation, a split could be the cherry on top of its AI-driven growth story. Until then, investors might just have to settle for strong fundamentals and a front-row seat to the chip race.
Who cares? A split does not add value. Stock splits don't even make much sense anymore, since we no longer look up stock prices in the newspaper and trading in fractional shares is extremely common. If you're counting on a stock split to drive the price of a stock then you're practically saying there's nothing really interesting happening.