Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
AI-propelled TSMC joins trillion-dollar ranks as first Asian member outside Silicon Valley
A new member has entered the world's exclusive trillion-dollar club - and this time it is not a Silicon Valley giant. Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) closed above a $1 trillion market valuation in Taipei last week, propelled by booming demand for chips used in artificial intelligence.
Taiwan Semiconductor: Is Now the Time to Buy Into TSMC's AI-Driven Growth?
Taiwan Semiconductor (TSMC) has surged over 300% from its 2022 low, driven by record-breaking earnings and soaring demand for AI chips, and is positioned for further growth in 2025.
3 Reasons to Buy TSMC Stock Besides 61% Q2 Profit Surge
TSM posts record Q2 profit on soaring AI chip demand and forecasts 30% revenue growth in 2025 as momentum builds.
ETFs to Capitalize on TSM's Impressive Q2 Earnings
TSM's blowout Q2 performance fuels gains for ETFs like SPWO, SPTE, SMH, MEMX, and EMM, all heavily exposed to the AI chip leader.
TSMC Stock: Why I Have No Plans To Sell
TSMC dominates AI chip manufacturing with over 90% market share, leveraging advanced technology and strong customer relationships with Nvidia, Apple, and AMD. Stellar Q2 results highlight robust AI demand, with revenue up 44.4% YoY and management raising full-year growth guidance to 30%. The company's proven ability to consistently generate strong profits demonstrates its economies of scale, cost efficiency, and pricing power due to its leadership position in chip manufacturing.
TSMC: The Only AI Fab Game In Town
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q2 results, beating earnings estimates and showcasing robust revenue growth driven by soaring AI chip demand. Margin expansion highlights TSMC's ability to translate top line growth into higher profitability, reinforcing its leadership in the chip manufacturing sector. TSMC remained widely free cash flow profitable in Q2'25 and the outlook implies strong tailwinds for FCF and earnings growth.
Taiwan Semiconductor Q2 Earnings and Revenues Surpass Expectations
TSM tops Q2 forecasts with 61% EPS growth, driven by strong demand for advanced chip nodes.
TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips
Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.S. and the introduction of 2nm smartphone chips.
Chips analyst sees higher margins for TSMC despite currency headwinds
Kevin Wang, Semiconductor Analyst at Mizuho Securities, discusses TSMC's latest Q2 earnings and explains why the world's biggest contract chipmaker is still poised for higher profits down the road.
TSMC: Growth Moderation Ahead, But Still A Buy (Rating Downgrade)
Taiwan Semiconductor Manufacturing Company Limited delivered outstanding Q2 results, with revenue up 44.4% YoY and significant margin expansion, reflecting robust demand and pricing power. TSMC's latest technology ramp, especially 3nm, is driving growth, while High Performance Computing continues to gain importance within the revenue mix. Q3 guidance is softer, with expected deceleration in revenue growth and margin contraction, tempering the near-term outlook.
TSMC Q2: AI Growth Is Booming, Yet I'm Holding Off
Taiwan Semiconductor Manufacturing Company Limited stock is currently still experiencing bullish momentum, which is understandable following robust Q2 results. However, taking a longer-term view reveals the likelihood for TSM stock valuation multiple contraction. High-performance computing revenue is currently 60% of TSMC's total revenue, with AI-related revenues shifting from 100% to about 50% annual growth next year.
