Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: Thanks To The Uncertainty, The Leader Is On Sale Again
TSMC's AI-driven growth and technological advancements, including the upcoming N2 and 1.4nm processes, position it as a leader in the semiconductor industry. Despite short-term economic uncertainties and tariffs, TSMC's strong balance sheet, impressive margins, and pricing power ensure long-term profitability and stability. The smartphone market's cyclical nature impacts TSMC's revenue, but a future turnaround is expected due to planned obsolescence and emerging market growth.
Great News for Taiwan Semiconductor Manufacturing Stock Investors
Taiwan Semiconductor Manufacturing (TSM -1.07%) revealed critical insights that pleased stock market investors.
Could Selling Taiwan Semiconductor Be Buffett's Biggest Regret?
Warren Buffett is one of the most respected and widely followed investors in modern financial markets. He has a track record of success that spans several decades and recently showcased his ability to time his exits ahead of what turned out to be a near-record month in terms of volatility for the S&P 500 index.
TSMC Is Finally Undervalued Again (Rating Upgrade)
In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's decline is driven by macroeconomic uncertainties and market rotation, not deteriorating business fundamentals; it remains a leader in semiconductor manufacturing. To justify the current valuation, TSM needs to achieve top-line growth rates of 17% per year.
2 Bargain Stocks You Can't Afford to Miss Out on During the Stock Market Sell-Off
Even though the market has slightly recovered from the lows it experienced not long ago, it's still well off its all-time highs. Despite this, there are plenty of bargains to be found in the market.
1 No-Brainer AI Stock Down 27% to Buy the Dip on Right Now (Hint: It's Not Nvidia)
There's no question that 2025 has been a rough year for AI stocks thus far.
TSMC's New Moat Isn't In Chips
TSMC's Q1 2025 revenue rose 41.6% YoY, with 73% of wafer sales from advanced nodes 7nm and below. High-performance computing now represents 59% of revenue, growing 28% YoY, offsetting a 22% sequential decline in smartphone revenue. CoWoS packaging demand is surging, expected to triple by year-end, with gross margins exceeding 60–65% and growing AI workloads.
Where Will TSMC Stock Be in 5 Years?
Taiwan Semiconductor Manufacturing (TSM 3.88%), popularly known as TSMC, has turned out to be a solid investment over the past five years. Shares of the foundry giant have jumped an impressive 182% during this period, easily outpacing the 83% gains clocked by the S&P 500 index.
You'll Never Believe What Taiwan Semiconductor's CEO Said About Tariffs
There is a lot of speculation about the effects of President Donald Trump's tariff plans, but none have been seen yet, as many companies are still sorting through how they will be affected. As first-quarter results roll out, you'll get more commentary on how tariffs will affect various businesses, but one very important company has already offered commentary on tariffs.
Why Is Everyone Talking About Taiwan Semiconductor Stock?
Taiwan Semiconductor Manufacturing (TSM 4.09%) is caught in the crosshairs of rising tariffs.
TSM vs. GFS: Which Semiconductor Stock is Poised to Lead in 2025?
Taiwan Semiconductor Manufacturing Company TSM and GlobalFoundries GFS are two of the most prominent players in the global semiconductor foundry space, but they offer very different propositions. TSM leads in cutting-edge chip manufacturing with a dominant market share, while GFS targets differentiated processes and specialty technologies.
Why TSMC's Solid Q1 Earnings Isn't Creating Market-Beating Price Movements
Taiwan Semiconductor Manufacturing Company, aka TSMC, reported strong Q1 results, yet the stock underperformed relative to the S&P 500 despite solid earnings. TSMC projects a 16% revenue increase and 24% EPS growth for FY 2025, though this represents slower growth compared to previous years. The ongoing U.S.-China tariff war impacts market sentiment, but TSMC's exposure to China has significantly decreased, mitigating direct risks to TSM shareholders.
