Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC quarterly profit seen soaring to record but Trump tariffs, forex a concern
TSMC , the world's main producer of advanced AI chips, is expected to post a 52% jump in second-quarter profit to record levels, though U.S. tariffs and a strong Taiwan dollar could weigh on its outlook.
2 Top-Notch Stocks to Buy as Q2 Earnings Approach: GE,TSM
The Zacks Expected Surprise Prediction (ESP) suggests GE Aerospace (GE) and Taiwan Semiconductor (TSM) could once again surpass their quarterly earnings expectations.
Taiwan Semiconductor: The 'Go To' Factory For AI Boom
TSMC is the foundational chip manufacturer for leading AI and tech companies, with unmatched scale and technology vs. competitors like Samsung and Intel. The AI boom is fueling massive, sustained demand for advanced chips, positioning TSMC as the primary beneficiary across the industry. Despite its central role, TSMC trades at a significant discount to peers on key valuation metrics, indicating the stock is undervalued.
TSM Likely to Beat Q2 Earnings Estimates: Buy, Hold or Sell the Stock?
Taiwan Semiconductor seems worth buying, considering favorable valuations and a likely Q2 earnings beat fueled by AI demand and tech leadership.
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.
