Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSM Revenue Falls M/M, AAPL Delays Siri A.I. Improvements
TSMC (TSM) reported a decline in February revenue compared to January. Sales still have a notable increase year-over-year, but Jenny Horne notes investors are keeping their eyes on the former number.
TSMC: Buy Case Remains Strong Despite DeepSeek Risks
TSMC's stock has been on a steady decline since January due to Trump's tariffs and fears of reduced demand stemming from DeepSeek's influence. February's monthly revenue update has shown some signs of encouragement that Q1 sales could come in higher than the firm's downwardly revised guidance made in January. We've downgraded our previously overly optimistic numbers to better account for downside risks. Even so, our investment case for TSMC remains strong, with our model still implying a sizable upside.
If I Could Only Buy and Hold a Single Stock, This Would Be It.
Choosing a single stock to buy and hold isn't an easy task. So many factors come into play, such as company longevity, innovation, and competition.
TSMC Holds All The Cards And Why That Spells Opportunity
TSMC dominates the semiconductor industry, supplying 90% of the world's most advanced chips, and is strategically expanding its global footprint. The company's $100 billion U.S. investment strengthens supply chain resilience and unlocks substantial government subsidies, boosting long-term ROI. Rising AI demand, aggressive Capex investments, and global diversification fuel TSMC's long-term growth trajectory.
Taiwan Semi's $100 Billion Investment: Fate of the Chipmakers
Economists have floated the effects of tariffs on the global economy, but investors need to realize that these views are just that—opinions. Opinions based on theory that may or may not play out in the end, so what matters more is what is actually happening in the economy and the markets today.
Chipmaker TSMC's CEO to hold press conference at Taiwan presidential office
The CEO of chipmaker TSMC 2330.TW will hold a press conference at Taiwan's presidential office at 5:00 p.m. local time (0900 GMT) on Thursday, the president's office said, days after the company announced major investment in the U.S. which requires government approval.
Taiwan Semiconductor: To Keep On Outperforming
Despite the current valuation premium, Taiwan Semiconductor's wide moat means it can command between 20-38% of upside from today's valuation for 2026. TSMC leads in advanced chip production, with significant CapEx plans to maintain technology leadership and drive growth through 2025 and beyond. The introduction of the 2nm node (N2) in 2025 is crucial, promising high yield and $30B revenue in 2026 already, supported by strong partnerships with Apple and NVIDIA among others.
TSMC Shared Amazing News for AI Stock Investors
In today's video, I discuss recent updates impacting Taiwan Semiconductor Manufacturing (TSM 1.15%). To learn more, check out the short video, consider subscribing, and click the special offer link below.
Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Live Nasdaq Coverage: Nasdaq Composite Eyes Correction, TSM Bucks Downward Trend
The markets are extending yesterday’s tariff-induced sell-off, with all three of the major stock market indices trading deep in the red. The Nasdaq Composite is teetering on correction territory and is only 0.5% away as the tech slump continues. The Trump tariffs are now in effect, including a hefty 25% on Mexico and Canada as well as 20% on China imports. Corporate America is responding amid expectations of retaliatory tariffs that will cut into profits. Taiwan Semiconductor (NYSE: TSM) is bucking the downward trend because it has committed to investing $100 billion in the U.S. on top of its previous commitment of $65 billion in a bid to sidestep tariffs. In a press conference with President Trump, Taiwan Semi CEO C.C. Wei said the company is “producing the most advanced chip made on U.S. soil” in Arizona, where it intends to build another three factories to create the world’s most powerful chips. TSM’s gains are failing to lift broader sentiment, with each of the Magnificent 7 stocks under pressure with the exception of Apple (Nasdaq: AAPL), which is posting fractional gains. Yesterday, Apple CEO Tim Cook teased “something in the Air” that is coming this week. The gold price has been benefiting from the tariff fears and weaker U.S. dollar as investors seek out a hedge of protection asset. The gold price is trading at $2,920 per ounce today. Here’s a look at the performance as of morning trading: Dow Jones Industrial Average: Down 636.35 (-1.4%) Nasdaq Composite: Down 315.06 (-1.68%) S&P 500: Down 92.68 (-1.58%) Key Points Stocks are in freefall as the Trump tariffs take effect. The tech-heavy Nasdaq Composite is encroaching on correction territory. Taiwan Semi is up on a robust spending plan the CEO outlined for the U.S. market. Market Movers Goldman Sachs has introduced the Goldman Sachs U.S. Large Cap Buffer 3 ETF (GBXC), its latest in a series of funds that are designed to provide downside protection to investors in the current uncertain climate. The buffer fund, as it’s known, will be reset on a quarterly basis and is designed to protect investors against losses between 5% and 15% in the corresponding S&P 500 ETF. Consumer stocks like Hershey (NYSE: HSY), McDonald’s (NYSE: MCD) and PepsiCo (NYSE: PEP) are all gaining ground as investors shift to a risk-off appetite. Tesla (Nasdaq: TSLA) is spiraling nearly 8% on the day as it continues its whipsaw performance of late. Weak China sales are to blame, as the company’s China-manufactured vehicle sales drop to their lowest level in three years. Tesla’s performance is the result of China’s EV pricing wars that have come as a result of heightened competition in the country. The post Live Nasdaq Coverage: Nasdaq Composite Eyes Correction, TSM Bucks Downward Trend appeared first on 24/7 Wall St..
Will TSMC escape tariffs with pledge for $100B in U.S. chip manufacturing plants?
It's been a whirlwind of news on the tariff front and Taiwan has avoided tariffs for now. But the timing of a $100 billion commitment by TSMC to build chip manufacturing plants in the U.S. may have helped.
TSMC Stock: If You Were Waiting For A Discount, Here It Is
TSMC stock has faltered recently as tariff cause a market panic. The company maintains a dominant position in the high end of the semiconductor sector that looks rock solid. Despite short-term volatility and geopolitical tensions, TSMC's strong cash reserves and minimal debt position it well to weather economic downturns.
