Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, reported May revenue surged nearly 40% year-over-year as demand remained elevated for its artificial intelligence (AI) chips.
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 is benefiting from the secular momentum in the chip market, driving profitability gains by transitioning toward leading-edge nodes. AI technology is revolutionizing the future business environment with the largest economies committing substantial amounts of investments across all vectors. The international race for the future market position and leadership is in full swing, which secures TSMC's solid fundamentals for financial expansion.
TSMC (TSM) closed at $197.61 in the latest trading session, marking a +1.42% move from the prior day.
Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny Horne talks about why Barclays raised its price target on TSMC (TSM) while downgrading ASML Holding (ASML).
TSM jumps nearly 13% in three months, fueled by AI demand and strong earnings, but headwinds keep it a hold for now.
Taiwan Semiconductor Manufacturing reported $25.53B in Q1 2025 revenue, up 35.3% YoY, driven by 3nm and 5nm nodes contributing 58% of wafer sales. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025.
Tariff uncertainty and US expansion Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker and a critical link in the global semiconductor supply chain, continues to face a mix of regulatory and geopolitical challenges. At its latest shareholder meeting, the company confirmed that US trade tariffs were having an indirect impact on operations, particularly as it proceeds with a $165 billion investment in new manufacturing capacity in the United States.
Taiwanese chip titan TSMC said Tuesday that it expected to see record earnings this year as it increased semiconductor production capacity to meet soaring demand for AI technology.
The chip maker's chief executive reiterated confidence in the strength of AI-driven semiconductor demand.
TSMC has denied reports that the company is considering setting up a semiconductor fabrication plant in the Middle East. CNBC's Emily Tan reports.
U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace supply, the chief executive of Taiwanese chipmaker TSMC said on Tuesday.