TSMC (TSM) closed the most recent trading day at $299.89, moving 1.52% from the previous trading session.
No matter who emerges as the winner, be it NVDA, AMD, or AVGO, TSMC remains the ultimate winner thanks to its indispensable nature as the world's leading foundry. Thanks to the numerous billion dollar deals, I believe that TSM remains well positioned to deliver high growth, profitable prospects, significantly aided by the growing global capacities. This is especially since TSM's higher capacity utilization has already well balanced the lower margin overseas fabs, with it likely to balance the tariff risks from Q3 '25 onwards as well.
Chip-making colossus Taiwan Semiconductor Manufacturing Co (NYSE:TSM) said its revenues for the third quarter were up 30% on last year, beating the average analyst forecast, as the artificial intelligence market drove demand. Revenue for September came in at T$330.98 billion (US$10.85 billion), down 1.4% from August 2025 but an increase of 31.4% on a year earlier, powered by production of microchips in extremely high volumes for customers led by Apple, Nvidia, Qualcomm, AMD, Broadcom and Intel.
TSMC , the world's largest contract chipmaker, reported on Thursday third-quarter revenue of T$989.92 billion ($32.48 billion), beating market forecasts, and up 30% on the year ago period on surging interest in artificial intelligence applications.
Taiwan Semiconductor's 18% surge underscores its AI-fueled momentum and dominant chipmaking edge. However, near-term headwinds suggest holding may be the wiser move.
Taiwan Semiconductor Manufacturing Company (TSM 1.50%), also known as TSMC, is one of the premier manufacturers of advanced processors, many of which are used for artificial intelligence. The company's strong position in this space and its growth over the past few years have resulted in its stock price soaring nearly 200% over the past three years.
TSMC (TSM) closed at $292.19 in the latest trading session, marking a +1.42% move from the prior day.
Steve Weiss, chief investment officer and founder of Short Hills Capital Partners, joins CNBC's “Halftime Report” to detail why he is trimming his position in Taiwan Semiconductor Manufacturing Company.
When Nvidia CEO Jensen Huang talks about the future of artificial intelligence (AI), investors listen. Huang recently predicted that global spending on AI infrastructure will surge from $600 billion this year to as much as $3 trillion to $4 trillion by the end of the decade.
TSMC has broken through resistance with a 19% surge, signaling strong bullish momentum. Despite recent gains, TSM stock remains undervalued versus peers, with earnings growth outpacing the sector. Its leadership in advanced nodes and global fab expansion secures long-term dominance.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) saw its total sales in August climb 24% year over year to NT$335.77 billion (New Taiwan dollar), which places the world's biggest contract chipmaker solidly ahead of plan with about 70% of expected Q3 sales booked, according to analysts at Wedbush. They noted that a weaker Taiwan dollar is benefiting TSMC sales in local currency, while also pointing out that the company in recent quarters has outperformed expectations in the first two months of the quarter before then reporting results closer to the initial guide.