Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Chip stocks fall on report U.S. could terminate waivers for Taiwan Semi and others
The U.S. is reportedly weighing canceling waivers that allow some global chipmakers to send American technology to China, according to The Wall Street Journal. A Commerce Department official told Samsung Electronics, SK Hynix and Taiwan Semiconductor this week that it may cancel the waivers allowing U.S. chip-making technology into their Chinese factories, the Journal reported.
TSM vs. LRCX: Which Chip Supplier Stock Is the Smarter Pick?
Lam Research outshines Taiwan Semiconductor Manufacturing with strong AI-driven demand, fewer risks and higher earnings growth expected in FY25.
Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
TSMC's AI Bet Pays Off
TSMC's CoWoS margins now exceed 60–65%, with packaging volume expected to triple by year-end FY 2025. AI and HPC now contribute 59% of revenue, up from 46% YoY, driving structural re-rating potential. Advanced nodes (7nm and below) made up 73% of wafer revenue in Q1 FY 2025, including 22% from 3nm.
Taiwan Semiconductor Is Valued Like It's Late 2019 Again
The Taiwan Semiconductor Manufacturing Company Limited TTM P/E ratio chart over the last decade suggests that TSMC is currently valued like it's late 2019, which does not look fair considering the accelerated adoption of AI. Major cloud and AI infrastructure investments by Amazon, Google, and Meta reinforce TSM's dominant position and long-term growth prospects. TSM's financial strength, superior performance versus Intel, and attractive forward P/E and DCF valuation support a compelling upside case.
TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
TSMC (TSM) closed at $215.68 in the latest trading session, marking a +2.17% move from the prior day.
Tariff Talks Advance, What Taiwan Semiconductor Can Deliver
Any investor who has been exposed to the United States technology sector has learned the meaning of volatility over the past few quarters, especially as President Trump's trade tariffs start to significantly impact the sector's future expectations and forecasts.
TSMC Reports Another 40% YoY Revenue Growth In May, Resisting Tariff Fears
TSM recently released a report which showed 39.6% YoY growth in May, which shows that the trade uncertainties are not hurting the company. TSM has also increased its market share in Q1 2025 as Samsung's foundry business shows new challenges. TSM's ability to show 90% plus yields for its latest 2nm process is also a positive sign as Intel's new leadership might reduce the foundry investment.
Can New Nanosheet Chip Nodes Cement TSM's Long-Term Tech Leadership?
Taiwan Semiconductor sharpens nanosheet roadmap with N2, N2P, and A16 nodes to power future AI and HPC demand.
TSMC's May revenue surge signals continued AI growth, positive outlook for tech sector
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) reported strong financial results for May 2025, with revenue surging nearly 40% year-on-year, driving by continued soaring demand for AI-related chips. The world's largest contract chipmaker posted consolidated revenue of NT$320.52 billion (US$10.7 billion) for the month, reflecting a 39.6% increase from May 2024, although the figure was down 8.3% from April's record-breaking sales.
Why TSMC (TSM) Outpaced the Stock Market Today
In the most recent trading session, TSMC (TSM) closed at $212.46, indicating a +2.64% shift from the previous trading day.
Should You Invest in TSMC (TSM) Based on Bullish Wall Street Views?
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?
