Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: The Backbone Of The AI Industry Continues To Be Undervalued
TSMC's market position and growth prospects remain unparalleled, with significant upside potential due to a lack of real competition. TSMC's Arizona fab is well-received, potentially mitigating geopolitical risks but may reduce margins due to higher labor costs. TSMC is undervalued at a 26x multiple, with a fair value estimate of 30x, suggesting a 93% upside by FY26.
Taiwan Semiconductor: Don't Bet Against AI Acceleration And Leading 3 Nm Technology
Since my last writing, TSM's earnings have evolved more toward more advanced 3 nm and 5 nm technologies. This shift creates two critical advantages. It helps to expand profit margins and also reduces the normal seasonality for smartphones.
Report of TSMC chips made for Huawei "a huge concern", US Commerce nominee says
U.S. President Donald Trump's nominee to a post overseeing export policy for China on Thursday called a report about Taiwan Semiconductor Manufacturing Co producing hundreds of thousands of chips for Huawei "a huge concern."
TSMC needs government permission for overseas joint ventures, Taiwan minister says
Taiwan Economy Minister Kuo Jyh-huei said on Thursday that chipmaker TSMC would need government permission for any overseas joint ventures, but the government will not interfere in its decisions.
OpenAI Just Gave Taiwan Semiconductor Investors Great News
When it comes to artificial intelligence (AI) chip stocks, my guess is that names such as Nvidia, Broadcom, or Advanced Micro Devices come to mind first. While all three companies are playing an integral role supplying data centers with the latest AI hardware, these chip designers have to give a lot of credit to the foundry services of Taiwan Semiconductor Manufacturing (TSM -1.19%).
Get it while it's cheap; World's most important company is still worth less than $1 trillion
Having risen 49.56% in the last 12 months to its press time price of $192.33, it can hardly be said that Taiwan Semiconductor Manufacturing (NYSE: TSM) has been a poor performer during the ongoing artificial intelligence (AI) boom.
Taiwan Semiconductor Trading at Discount: Should You Buy the Stock?
With a discounted valuation relative to its growth trajectory and a multi-year AI-driven demand cycle underway, TSM presents a compelling investment option.
Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Taiwan Semiconductor Poised For Surge, Goldman Sachs Predicts Rising Demand For Taipei-Traded Stock: Report
The Taiwan Semiconductor Manufacturing Co TSM arbitrage trade presents an opportunity to monetize the premium in the ADR by buying the local shares while shorting the U.S. listing.
Billionaire Philippe Laffont Just Loaded Up on My Favorite Artificial Intelligence (AI) Stock
The latest round of 13F filings is out, which means investors can see what billionaire hedge fund managers have been doing with their money. One firm I follow is Coatue Management, run by billionaire Philippe Laffont.
Here's Why TSMC (TSM) Is a Great 'Buy the Bottom' Stock Now
TSMC (TSM) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
4 Stocks to Have High on Your Watch List
If you maintain your own portfolio, you should have a watch list. You want to perform your due diligence ahead of time so you're ready to pounce when opportunities present themselves.
