Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: Ultra Bullish Going Into Q3 Earnings
I reiterate my strong buy rating on TSMC going into Q3 2025 earnings, citing strong AI/HPC demand as noted by the monthly revenue data, with very tight N3/N5 capacity. N2 remains on track for 2H25. Bigger lift likely from N2P (2H26) and A16 (2H26, first process node with backside power). Near term, 2026 deployments (Vera-Rubin, MI4xx) remain on 3nm. Valuation is still attractive at 20x next year's P/CF and 30x forward P/E (below sector median), with room for multiple expansion as Nvidia/AMD GPU ramps next year.
TSMC Heads Into Q3 With Strong Momentum
TSMC surged nearly 40% since June, strongly outperforming the market as investors priced in its advanced-node leadership. FY25 revenue reached NT$2.76 trillion through September, up 36.4% YoY, with Q3 revenue at NT$989.9 billion. Advanced nodes (7nm and below) contributed 74% of wafer sales in Q2-FY25, driving 58.6% gross margins.
TSMC Stock: Still A Strong Buy As AI Efficiency Breakthroughs Fuel The Next Growth Phase
Taiwan Semiconductor Manufacturing Company remains a strong buy, with a 32% upside to a $387 price target. TSM's growth is fueled by robust AI-driven chip demand, technological leadership, and upcoming 2nm chip ramp addressing power efficiency bottlenecks. Despite forex and margin headwinds from overseas fabs, TSM continues to deliver strong earnings and revenue growth, consistently beating analyst estimates.
TSMC (TSM) Declines More Than Market: Some Information for Investors
TSMC (TSM) closed the most recent trading day at $299.89, moving 1.52% from the previous trading session.
TSMC: Billion-Dollar Deals Flowing Through Its Indispensable Foundry Monopoly
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.
TSMC revenues beat forecasts as AI drives demand
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 posts Q3 revenue of $32.5 billion, above forecasts
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.
TSM Soars 18% in a Month: Should You Buy, Sell or Hold the Stock?
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.
The Motley Fool Did a Deep Dive Into TSMC's Revenue by Technology, Platform, and Geography. Here's What It Found.
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) Beats Stock Market Upswing: What Investors Need to Know
TSMC (TSM) closed at $292.19 in the latest trading session, marking a +1.42% move from the prior day.
Trade Tracker: Steve Weiss trims Taiwan Semi
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.
Nvidia's CEO Just Delivered Incredible News for Taiwan Semiconductor Manufacturing Stock Investors
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.
