Taiwan Semiconductor Manufacturing (TSM) Change in Inventory (2012 - 2026)
Taiwan Semiconductor Manufacturing's (TSM) quarterly Change in Inventory came in at -$2.3 billion in Q2 2026, down 568.14% on a YoY basis from $500.6 million in Q2 2025, and down 217.24% quarter-over-quarter from -$738.7 million in Q1 2026.
Analysis
Taiwan Semiconductor Manufacturing (TSM) Change in Inventory (2012 - 2026) Analysis & Trends
Taiwan Semiconductor Manufacturing (TSM) has reported Change in Inventory for 15 consecutive years, with -$2.3 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Change in Inventory fell 568.14% year-over-year to -$2.3 billion; the trailing twelve-month figure through Jun 2026 stood at -$2.6 billion (down 12.11% YoY), and the FY2025 full-year result was -$7.7 million, up 99.32% from the prior year.
- Change in Inventory eased to -$2.3 billion in Q2 2026 per TSM's latest filing, from -$738.7 million in the prior quarter.
- Across five years, Change in Inventory topped out at $518.6 million in Q3 2025 and bottomed at -$2.3 billion in Q2 2026.
- Historically, Change in Inventory has averaged -$530.9 million across 5 years, with a median of -$552.2 million in 2022.
- The sharpest annual moves came in 2023 and 2025: Change in Inventory tumbled 2864.04% in 2023, then surged 182.01% in 2025.
- Over 5 years, Change in Inventory stood at -$895.5 million in 2022, then slipped by 4.83% to -$938.8 million in 2023, then dropped by 21.69% to -$1.1 billion in 2024, then surged by 99.32% to -$7.8 million in 2025, then slumped by 30079.33% to -$2.3 billion in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered -$2.3 billion, -$738.7 million, and -$7.8 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing | 2,246.74 Bn | 2,142.69 Bn | 27.22 Bn | -2.34 Bn |
| 2 | Micron Technology | 1,101.07 Bn | 1,075.05 Bn | 35.06 Bn | 300.00 Mn |
| 3 | Intel | 519.13 Bn | 505.00 Bn | 6.51 Bn | 66.00 Mn |
| 4 | Texas Instruments | 245.39 Bn | 238.39 Bn | 3.35 Bn | -90.00 Mn |
| 5 | Analog Devices | 183.54 Bn | 181.22 Bn | 2.71 Bn | - |
| 6 | NXP Semiconductors | 59.67 Bn | 56.81 Bn | 2.00 Bn | 34.00 Mn |
| 7 | United Microelectronics | 57.00 Bn | 53.04 Bn | 706.26 Mn | - |
| 8 | STMicroelectronics | 45.78 Bn | 41.92 Bn | 1.22 Bn | - |
| 9 | Microchip Technology | 40.29 Bn | 40.02 Bn | 938.90 Mn | 9.20 Mn |
| 10 | On Semiconductor | 29.64 Bn | 25.80 Bn | 616.30 Mn | -1.70 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -2.34 Bn |
| Mar 31, 2026 | -738.72 Mn |
| Dec 31, 2025 | -7.77 Mn |
| Sep 30, 2025 | 518.61 Mn |
| Jun 30, 2025 | -350.75 Mn |
| Mar 31, 2025 | -168.02 Mn |
| Dec 31, 2024 | -1.14 Bn |
| Sep 30, 2024 | -632.41 Mn |
| Jun 30, 2024 | -166.15 Mn |
| Mar 31, 2024 | -513.91 Mn |
| Dec 31, 2023 | -938.82 Mn |
| Sep 30, 2023 | -877.47 Mn |
| Jun 30, 2023 | -595.65 Mn |
| Mar 31, 2023 | 167.33 Mn |
| Dec 31, 2022 | -895.55 Mn |
| Sep 30, 2022 | -29.60 Mn |
| Jun 30, 2022 | -590.41 Mn |
| Mar 31, 2022 | -251.07 Mn |
| Dec 31, 2021 | -2.01 Bn |
| Sep 30, 2021 | -423.92 Mn |