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 (TSM -3.64%) (TSMC) made headlines recently when it announced an additional $100 billion investment in U.S. production facilities. This is huge news for the company, as it helps ease one of the biggest investment concerns Wall Street has with TSMC.
In today's video, our panel dives into the impact of recent tariffs on Taiwan Semiconductor Manufacturing (TSM -3.64%) and the broader market. With insights on consumer behavior and investment strategies, we analyze whether this chip giant can maintain its position amid economic uncertainty.
TSMC (TSM) reported a decline in February revenue compared to January. Sales still have a notable increase year-over-year, but Jenny Horne notes investors are keeping their eyes on the former number.
TSMC's stock has been on a steady decline since January due to Trump's tariffs and fears of reduced demand stemming from DeepSeek's influence. February's monthly revenue update has shown some signs of encouragement that Q1 sales could come in higher than the firm's downwardly revised guidance made in January. We've downgraded our previously overly optimistic numbers to better account for downside risks. Even so, our investment case for TSMC remains strong, with our model still implying a sizable upside.
Choosing a single stock to buy and hold isn't an easy task. So many factors come into play, such as company longevity, innovation, and competition.
TSMC dominates the semiconductor industry, supplying 90% of the world's most advanced chips, and is strategically expanding its global footprint. The company's $100 billion U.S. investment strengthens supply chain resilience and unlocks substantial government subsidies, boosting long-term ROI. Rising AI demand, aggressive Capex investments, and global diversification fuel TSMC's long-term growth trajectory.
Economists have floated the effects of tariffs on the global economy, but investors need to realize that these views are just that—opinions. Opinions based on theory that may or may not play out in the end, so what matters more is what is actually happening in the economy and the markets today.
The CEO of chipmaker TSMC 2330.TW will hold a press conference at Taiwan's presidential office at 5:00 p.m. local time (0900 GMT) on Thursday, the president's office said, days after the company announced major investment in the U.S. which requires government approval.
Despite the current valuation premium, Taiwan Semiconductor's wide moat means it can command between 20-38% of upside from today's valuation for 2026. TSMC leads in advanced chip production, with significant CapEx plans to maintain technology leadership and drive growth through 2025 and beyond. The introduction of the 2nm node (N2) in 2025 is crucial, promising high yield and $30B revenue in 2026 already, supported by strong partnerships with Apple and NVIDIA among others.
In today's video, I discuss recent updates impacting Taiwan Semiconductor Manufacturing (TSM 1.15%). To learn more, check out the short video, consider subscribing, and click the special offer link below.
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?