Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC Earnings: US Manufacturing Has Minimal Impact On Margins
I find Q2 revenue guidance encouraging, beating revenue expectations by $1.58B and signaling resilient demand for AI chips despite ongoing tariff noise in the US. I expected margin pressure from Fab 21 but was surprised. Net profit margins held steady in Q1 2025, suggesting limited near-term impact from US manufacturing. That said, I'm concerned about elevated CapEx; $10B in Q1 alone shows TSMC's aggressive US buildout could weigh on free cash flow in the short term.
TSMC Has Finally Become Dirt Cheap Following Its Q1 Results (Upgrade)
I am upgrading TSMC to a "Strong Buy" due to its unbeatable moat, solid pricing power, and fantastic Q1 FY2025 performance. TSMC reported Q1 FY2025 revenue of ~$25.53 billion (+35.3% YoY) and diluted EPS of ~$2.12 (+60% YoY), with industry-leading margins. Free cash flow increased to $9.07 billion, and management guided Q2 FY2025 revenue between $28.4-29.2 billion, surpassing consensus estimates.
TSMC Stock Rises as Chipmaker's Results Top Estimates, Firm Sticks With Outlook
U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. (TSM) rose in premarket trading Thursday after the world's largest contract chip manufacturer reported first-quarter results that topped analysts' estimates and stuck with its 2025 revenue outlook despite the growing trade war.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q1 2025 Earnings Call Transcript
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q1 2025 Earnings Conference Call April 17, 2025 2:00 AM ET Company Participants Jeff Su - Director of Investor Relations Wendell Huang - Senior Vice President of Finance and Chief Financial Officer C.C. Wei - Chairman and Chief Executive Officer Conference Call Participants Gokul Hariharan - JPMorgan Chase & Co. Bruce Lu - Goldman Sachs Group, Inc. Charlie Chan - Morgan Stanley Charles Shi - Needham & Company Sunny Lin - UBS Brett Simpson - Arete Research Laura Chen - Citigroup Inc. Sreekrishnan Sankarnarayanan - TD Cowen Jeff Su Good afternoon, everyone, and welcome to TSMC's First Quarter 2025 Earnings Conference Call.
TSMC beats expectations, but tempers outlook amid tariff turmoil
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported better-than-expected first-quarter results, driven by strong demand for artificial intelligence (AI) chips. Net income rose 60% year-on-year to $11.3 billion, while revenue climbed 41.6% to $26.2 billion.
TSMC's US fabs are a win for 'everyone', from US to Taiwan, says analyst
Daniel Heyler, senior strategist at EFM Asset Management, talks about what his concerns regarding Taiwan Semiconductor, Intel, and the chip sector as a whole – and why he's watching for earnings expectations and capex guidance to come down in the sector.
TSMC says tariffs haven't changed customer behavior as profit booms 60%
Taiwan Semiconductor Manufacturing Co., the contract microchip manufacturer for Nvidia, Apple and AMD, said it hasn't seen a change in customer behavior after a quarter in which surging artificial-intelligence demand saw its profit surge by 60%.
TSMC Reports Another Earnings Beat Under Cloud of Tariff Worries
The world's largest contract chip maker's profit jumped 60% to 361.56 billion New Taiwan dollars in the first quarter, beating the NT$351.65 billion consensus estimate of analysts in a FactSet poll.
TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth
TSMC's reported net income increased 60.3% from a year ago to $361.56 billion New Taiwan dollars, while net revenue in the March quarter rose 41.6% from a year earlier to NT$839.25 billion. The company faces headwinds from the trade policy of U.S. President Donald Trump, who has placed broad trade tariffs on Taiwan and stricter export controls on TSMC clients Nvidia and AMD.
Litmus test for chip stocks as investors gird for TSMC earnings
Investors are bracing for the results from Taiwan's TSMC on Thursday to show further evidence of the wide-ranging uncertainty in the chip industry spurred by U.S. President Donald Trump's trade policies.
Why Taiwan Semiconductor Manufacturing Stock Sank Today
Taiwan Semiconductor Manufacturing (TSM -3.59%) stock got hit with significant sell-offs in Wednesday's trading. The semiconductor foundry leader's share price closed out the day down 3.6% after having been off as much as 5.6% in the session.
TSMC: Why This Semiconductor Giant Looks Like a Massive Bargain Right Now
Taiwan Semiconductor Manufacturing (TSM -3.59%), popularly known as TSMC, is the world's largest semiconductor foundry, which fabricates chips for the top consumer electronics companies and chip designers across the globe. That explains why it has been growing at an impressive pace over the past couple of years.
