With a supply squeeze deepening, Taiwan's chip-making juggernaut stands to gain.
Demand continues to increase, and that's great news for investors in Taiwan Semiconductor (TSM +0.42%).
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Taiwan Semiconductor Manufacturing Company is reiterated as a buy following robust Q1 results and a favorable long-term outlook. Q1 revenue growth accelerated to 40.6% YoY in USD terms, with strong margin expansion, signaling business momentum and pricing power. Q2 guidance implies continued strength, with revenue growth projected at 32% YoY and gross margin guidance of 65.5%-67.5%.
I am opening with the bottom line. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $392.34 after a 143% one-year run, and our 24/7 Wall St.
Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report.
Taiwan Semiconductor Manufacturing Co has sold its remaining stake in Arm Holdings for about $231 million, completing its exit from the British chip designer after gradually cutting the position over the past year, according to a company filing. The sale was carried out by TSMC Partners, a TSMC subsidiary, which disposed of 1.11 million Arm shares between April 28 and April 29 at $207.65 each.
Taiwan Semiconductor Manufacturing Co , the world's largest contract chipmaker, has sold its remaining stake in Arm Holdings , according to a company filing on Wednesday.
LRCX may outshine TSM now as AI chip demand lifts profits, while TSM faces heavier spending and geopolitical risks despite booming growth.
Taiwan Semiconductor Manufacturing Company Limited is initiated with a Buy rating and a $451 price target, reflecting 18% upside potential. TSM delivered strong Q1 results, with 40.6% y/y revenue growth, 66.2% gross margins, and robust guidance for continued top line and margin expansion. Unprecedented capex commitments—over $200 billion through 2026—signal exceptional demand visibility, particularly for advanced nodes and AI accelerators.
Taiwan Semiconductor Manufacturing (NYSE: TSM) stock jumped more than 4% to a new all-time high north of $400 on Friday, April 24, after Taiwan's financial regulators announced they would relax restrictions on individual stock fund allocation.
TSMC shares hover around a record high on Taiwan policy easing and booming AI demand, with strong earnings, upbeat guidance and rising analyst estimates.