Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC Q4 Earnings: An Exceptional Report
TSMC's Q4 earnings report showcases exceptional growth, driven by booming AI hardware demand and operational excellence, with revenue and earnings surpassing expectations. Geopolitical tensions underpinned by US-China relations and US export controls pose risks, but TSMC's dominance in advanced chip manufacturing and increasingly diversified footprint mitigate these concerns. Margin expansion, strong cash flow, and increased CapEx highlight TSMC's financial strength, with significant growth in gross, operating, and net margins driven by recent price increases.
The AI Market Hinges on This One Stock
In today's video, I discuss Taiwan Semiconductor Manufacturing (TSM -0.23%), its business strategy, growth opportunities, potential risks, and why artificial intelligence stock investors should not ignore this massive company.
Taiwan Semiconductor Manufacturing Stock Pops on Strong Artificial Intelligence (AI) Revenue Growth Guidance. Is TSM Stock a Buy?
Shares of Taiwan Semiconductor Manufacturing (TSM 3.86%) gained 3.9% on Thursday, following the world's largest contract semiconductor manufacturer's release of its fourth-quarter 2024 report.
TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises
Taiwan Semiconductor Manufacturing NYSE: TSM did it again in its latest earnings release. The company impressed markets with its Q4 results, sending shares up significantly on the day.
TSM stock price: TSMC shares jump as Q4 revenue and profit beat on strong AI demand and advanced chip sales
Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up in premarket trading Thursday after the company announced its Q4 2024 earnings results. As of the time of this writing, TSMC shares (NYSE: TSM) have jumped over 5% in premarket trading to around $217.64—close to the company's all-time high stock price of just over $222 per share.
TSMC's US plant unlikely to get latest chip tech before Taiwan, CEO says
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements, the Taiwanese company's CEO said.
TSMC: Being Caught In The Crossfire Never Looked So Good -- Reiterating Buy
We expect Taiwan Semiconductor Manufacturing Company Limited to be among the top-performing semi stocks in our coverage this year. TSMC not only holds a monopoly over the foundry market but is also growing its share quarterly on its position as the industry go-to for advanced tech, i.e., smaller nanometers. There are two markets that will see a transition to smaller nanometer nodes faster than others: smartphones and AI, which already account for 35% and 53% of total sales.
TSMC Q4: Expecting Fabless Semi Inventory To Return To Healthier Level In 2025
I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$250 per share, driven by strong AI and HPC demand. TSMC's revenue from AI accelerators tripled in FY24 and is expected to double in FY25, supported by increased CAPEX for advanced technologies. TSMC's N2 process node, set for volume production in H2 FY25, will drive significant growth, especially in HPC and smartphone markets.
Taiwan Semiconductor: The Backbone of AI Surges on Earnings Beat
Taiwan Semiconductor ( TSM ), the world's largest and most advanced chipmaker, has once again showcased its critical role in powering the AI revolution. Reporting a stellar fourth quarter with a 38.8% year-over-year revenue increase and a 57% surge in net income, TSM's results highlight the insatiable demand for its cutting-edge 3nm and 5nm chips.
Why Taiwan Semiconductor Stock Was Climbing Today
Shares of Taiwan Semiconductor Manufacturing Corporation (TSM 5.12%) were moving higher Thursday after the world's largest contract chip manufacturer posted better-than-expected results in its fourth-quarter earnings report.
TSMC shouldn't be impacted by US chip curbs: Analyst on earnings
Taiwan Semiconductor Manufacturing Company (TSM) shares were getting a lift higher in Thursday's pre-market trading — the chip stock holding onto morning gains after the market open — after reporting fourth quarter earnings results, which saw record quarterly profits that climbed 57%. The AI semiconductor landscape could face even bigger challenges, as outgoing President Biden prepares to lay out possible new regulations on TSMC chips.
Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst
Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co TSM with a Buy and a $225 price target.
