TSMC is poised to benefit significantly from the ongoing AI boom due to its dominant foundry market share. TSMC may be seen as lagging behind the broader AI market and be seen as undervalued from its low P/E and high CAGR. TSMC manufactures the world's most advanced chips, especially those smaller than 5nm, positioning it as a leader in the industry.
Needham's Charles Shi doesn't expect TSMC to have any real competition for several years.
TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
TSM rides AI chip demand to display strong growth despite volatility and rising geopolitical risks.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is looking like an interesting pick from a technical perspective, as the company reached a key level of support.
TSMC, or Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is set to pay out its quarterly dividend on July 10, 2025.
According to Counterpoint, the foundry market grew by 13% in Q1. This is a much slower growth compared to TSM's 35% YoY revenue surge over the same quarter. The company's aggressive R&D investment and rapid innovation, such as the upcoming 2nm chips, reinforce its competitive moat and pricing power. TSM offers a rare blend of strong growth and sustainable dividend increases, with a 14% dividend CAGR over the past decade and impressive operating leverage.
Taiwan Semiconductor Manufacturing Company bets on global fabs to meet AI demand and ease supply risks, but margin dilution can challenge profitability.
Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, hit an all-time high of $226.40 earlier this year.
Key Points in This Article: The AI market is set to skyrocket to $3.68 trillion by 2034, fueling massive gains for early leaders exploiting the technology.