Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor (TSM) Stock Is a Buy Despite Slowing Sales Growth
In-the-know traders see Taiwan Semiconductor Manufacturing (NYSE:TSM) as global powerhouse among chipmakers.
Taiwan Semiconductor sees October revenue surge, boosted by AI chip demand
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) on Monday announced that its revenue in October rose 16.9% year over year to T$367.47 billion (US$11.86 billion), a new monthly record for the company, while also improving 11% from September. The results, though, marked the slowest pace of growth for TSMC since February 2024.
TSMC Sales Growth Slows. What That Means for the AI Trade.
TSMC reported its slowest pace of monthly sales growth since February 2024.
TSM Stock Trades Near 52-Week High: Time to Hold or Book Profits?
Taiwan Semiconductor's AI-fueled growth keeps it near record highs, but expansion costs suggest a cautious hold.
$14B Japanese Facility Signals TSMC's Bold AI Strategy
The artificial intelligence (AI) boom has unleashed a historic, seemingly insatiable demand for advanced computing power. At the epicenter of this technological revolution stands one company: Taiwan Semiconductor Manufacturing NYSE: TSM (TSMC), the critical manufacturing partner for nearly every major AI chip designer.
TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?
TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates.
Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?
Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.
TSMC: Trimming 50% Of My Position After An Impressive Quarter
Taiwan Semiconductor (TSM) remains a buy after a strong rally, with 50% of my long position closed to lock in gains. TSMC delivered robust Q3 results, with net income up 39.1% YoY and revenue growth driven by high-performance computing and AI demand. Despite premium valuations and potential for multiple compression, TSM's superior margins and capital returns justify its current pricing versus peers.
TSMC: There's No Other Company To Match Its Prowess (Rating Upgrade)
Taiwan Semiconductor delivered strong Q3 results, with 41% revenue growth, robust margins, and continued dominance in advanced chip manufacturing. TSM benefits from surging AI and HPC demand, maintaining a technological edge and deep relationships with key customers like NVDA, AAPL, and AMD. Despite concerns over AI exuberance, potential cyclicality, and geopolitical risks, TSM's financial strength and global presence support long-term resilience.
TSMC: The AI Megatrend And CoWoS Growth Constraints
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 2025 results, with revenues up 40.8% year-over-year and margins exceeding guidance. AI-driven demand remains robust, but TSM's high-performance compute sales were flat sequentially due to packaging capacity constraints, not waning demand. TSM raised its base case price target to $407.86, reflecting higher EBITDA projections and continued confidence in the company's long-term growth.
Are You Looking for a Top Momentum Pick? Why TSMC (TSM) is a Great Choice
Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
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?
