Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: The Most Important AI Play Is Still Ridiculously Cheap (Rating Upgrade)
TSMC's Q2 results showcased record revenue and accelerating profit growth, underpinned by strong margins and robust cash generation. Technological leadership remains TSMC's core advantage, with the upcoming N2 and A16 nodes driving multi-year revenue pipelines and customer lock-in. Global manufacturing expansion, especially in the US, Japan, and Europe, strengthens TSMC's moat and hedges geopolitical risks, despite near-term margin dilution.
Taiwan Semiconductor Could Boom on This AI Action Plan
The world of technology stocks has become somewhat of the Wild West in the stock market, with new artificial intelligence companies constantly emerging in this ongoing race for dominance and adoption. Meanwhile, larger, more established players are taking over the supply and market share of the world's leading chipmaking and semiconductor technologies.
AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?
AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.
TSMC: A Hedge Fund Favorite That Could Be Headed to $290
Though we've only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it's looking like shares of Taiwan Semiconductor (NYSE:TSM) are an early favorite among a number of hedge funds.
TSMC: Valuation Lags Behind The Fundamental Rally
TSMC delivered a strong 2Q FY2025 beat and raised its full-year revenue outlook, driven by robust AI demand and resilient economy. Management hasn't seen any major changes in customer behavior or signs of demand being pulled forward from 2H 2025 due to tariff concerns. Margins are expected to decline more sharply in 3Q FY2025, with a wider margin outlook beyond 2025.
TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?
My high-conviction bullish view on Taiwan Semiconductor Manufacturing Company Limited aka TSMC has reaped great rewards. But after Q2 FY25 results, I am not as enthusiastic now. TSMC is seeing red-hot demand driven by high-performance computing needs, but due to capacity constraints, we can't expect commensurate growth. Usually, high demand and limited capacity leads to margin improvements via higher pricing. But not in this case as overseas fabs and a strong FX headwind may offset pricing gains.
TSMC: Time To Hedge With Options (Rating Downgrade)
Taiwan Semiconductor Manufacturing Company Limited's fundamentals remain strong and valuation remains reasonable despite recent price rallies. But consensus earnings estimates seem overly optimistic given macro and geopolitical uncertainties reflected in ASML's recent earnings report. Implied volatility for TSM options is at a 52-week low.
TSMC: A No Brainer Long-Term Investment
TSMC delivered strong Q2 results with accelerating revenue growth, improved profitability, and raised full-year guidance, highlighting robust demand for AI and HPC chips. Expansion in the US, especially the Arizona fab ramp-up and advanced technology leadership with 2nm, secures TSMC's dominance and future growth potential. Despite tariff concerns, customer demand remains strong, and US expansion will help offset some long-term impacts, supporting continued profitability.
Forget the Hype—TSMC Is the AI Stock That Actually Delivers
One of the longer-term booms in the stock market right now is right at the center of the technology sector, as the space is responsible for most of the returns now in the S&P 500 and Nasdaq-100 indexes. This feature is likely to continue into the future, considering how relatively early it is in the artificial intelligence race not only in the United States but worldwide.
TSMC just hit a $1 trillion market cap. These 5 companies could be next
Last week, Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), also known as TSMC, crossed an important psychological threshold for investors. The Taiwanese company surpassed a $1 trillion market capitalization, making it the first Asian company to do so since China's PetroChina oil and gas giant briefly achieved this milestone in 2007, notes GuruFocus.
TSMC: Even Bull Runs Need To Take A Healthy Breather (Downgrade)
Taiwan Semiconductor Manufacturing Company Limited's dominance in AI chip manufacturing has propelled a highly lucrative and successful partnership with Nvidia. High-performance computing now accounts for 60% of TSMC's revenue, indicating immense success in AI, but also raising revenue concentration risks. TSM stock's valuation has recovered spectacularly, but arguably in relatively expensive zones once more.
Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
