Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor's stock heads for a record after regulator rewrites rules for local investors
Shares of Taiwan Semiconductor Manufacturing surged on Friday after regulators in that country eased up on rules governing how much locals can invest in the maker of artificial-intelligence chips.
TSM's Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?
Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, continues to show strong profitability over the past few quarters despite rising cost pressures from ramping up its 2nm technology and expanding overseas fabs across multiple countries. TSMC expects these initiatives may dilute gross margin by 2%-3% in 2026, with further pressure in later years as global expansion continues.
TSMC hits record high on Taiwan rule shift; $28B inflow in focus
Shares of Taiwan Semiconductor Manufacturing Company surged to a fresh record high on Friday after Taiwan's market regulator loosened restrictions on how much domestic funds can invest in a single stock. The move could unlock billions in fresh demand for the world's largest contract chipmaker.
TSMC Shares Rise After Taiwan Eases Limits on Funds' Investments
Taiwan's regulators eased the limit on how much funds can invest in a single stock, allowing fund managers to pile in the world's largest contract chip maker.
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn and Co. AG increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 6.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 536,041 shares of the semiconductor company's stock after buying
Will Taiwan Semiconductor Be Worth More Than Nvidia by 2030?
The chip foundry giant has a huge AI opportunity.
This Powerhouse AI Stock Just Became More Valuable Than Broadcom (Briefly) and Meta. Here's Why It's Still an Outstanding Buy.
It partners with all of the top AI companies, and it's fielding soaring demand.
TSMC plans to open chip packaging plant in Arizona by 2029, executive says
Taiwan Semiconductor Manufacturing Co plans to open a chip packaging plant in Arizona by 2029, an executive told Reuters.
TSM's AI Boom Continues: Will It Drive Above 30% Sales Growth in FY26?
TSMC's AI-driven momentum powers strong Q1 results and expansion plans as advanced chip demand positions it for more than 30% revenue growth in 2026.
Taiwan Semiconductor: The AI Boom Is Broadening, And That Matters
Taiwan Semiconductor has surged 60.63% since my last Buy rating, driven by robust growth metrics. TSM boasts a forward revenue growth rate of 32.88% and EPS long-term growth of 31.44%, both well above sector medians. Despite a D valuation grade, TSM's FWD PEG of 0.75x reflects a 48.53% discount to sector median, signaling attractive relative value.
TSMC: The Market Is Pricing A Foundry Like A Cyclical. It Is Not One.
Taiwan Semiconductor Manufacturing Company (TSM) is the essential AI foundry, commanding structural pricing power and operational leverage unmatched in the sector. TSM's Q1 revenue surged 35.1% y/y, with high-performance computing now 61% of the mix and 3nm nodes contributing over 20% of wafer revenue. Despite sector-leading growth and profitability, TSM trades at a 25.8% P/E discount to peers, with DCF-based fair value estimated 30% above current price.
TSMC (TSM) Upgraded to Buy: Here's Why
TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
