Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
10 Reasons to Buy and Hold This Tech Stock Forever
Semiconductor (chip) manufacturing giant Taiwan Semiconductor Manufacturing (TSM 0.24%) recently joined the elite trillion-dollar club, becoming one of only 10 companies with a market cap of over $1 trillion (as of July 8).
TSMC: Get In Before We See New All-Time Highs
TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.
TSMC: The Risk Has Decreased, But The Company Is Still Undervalued
TSMC remains a core holding in my portfolio due to its dominant market position, critical role in global tech, and unmatched competitive advantages. International expansion is reducing geopolitical risk, supporting a fair valuation multiple, while strong earnings growth potential remains intact. AI-driven demand is fueling impressive earnings growth, and I expect upward revisions to analyst estimates and guidance in upcoming quarters.
TSMC Sales Surge by 39% as AI Spending Boom Persists
TSMC, the world's largest contract chipmaker, sees impressive growth driven by AI. Bloomberg Intelligence senior technology analyst Mandeep Singh on the AI boom, Musk's Grok 4, and the AI talent war.
TSMC reports record Q2 revenue despite margin pressure from currency shift
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted an all-time high revenue of $30.5 billion for the second quarter, though margin concerns weighed on investor sentiment as a stronger Taiwanese dollar pressured profitability. The world's largest contract chipmaker reported June revenue of NT$263.7 billion ($8.5 billion), up 26.9% from a year earlier but down from NT$320.5 billion in May, marking the weakest month-on-month growth for June in the past four years.
TSMC's First-Half Revenue Surges 40% on Booming AI Demand
Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, posted a first-half revenue surge of 40% on booming AI demand, though June revenue dropped over the previous month.
TSMC's half-year revenue surges 40 percent
Taiwanese chip giant TSMC reported on Thursday a 40% surge in revenue in the first six months on robust demand for AI technology.
TSMC outperforms backed by AI demand for chips
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, reported second-quarter revenue of $31.9 billion, driven by strong demand linked to artificial intelligence applications. This represents a near 39% increase from $23.8 billion in the same quarter last year, beating both market expectations and the company's own guidance of $28.4 billion to $29.2 billion.
TSMC Revenue Rises 39% Amid AI Spending Boom
TSMC's revenue rose a better-than-anticipated 39% in the June quarter. The chipmaker for Nvidia and Apple sales climbed to NT$934 billion ($32 billion) for the three months, beating the average analyst projection for about NT$928 billion.
TSMC posts Q2 sales of T$933.8 billion, above forecasts
TSMC , the world's largest contract chipmaker, reported on Thursday second-quarter revenue of T$933.80 billion ($31.9 billion), beating market forecasts, as demand for the company's products leaps on surging interest in artificial intelligence (AI) applications.
TSMC (TSM) is a Great Momentum Stock: Should You Buy?
Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
I Sold TSMC To Lock In AI Gains, Now I'm Rotating Into Healthcare (Downgrade)
I sold my TSMC stock for a weighted 32.4% gain over the past three months. I've redeployed profits predominantly into healthcare, but also into higher-alpha tech. TSMC has a remarkable macro growth backdrop, but the stock is way too expensive right now to buy. I'm expecting a 10-15% return for TSMC stock over the next 12 months, that's why I encourage my readers to look elsewhere for higher-alpha opportunities.
