Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor Earnings Preview: Despite Risks And Headwinds, Valuation Remains Attractive
Taiwan Semiconductor is a very well-managed company with strong fundamentals, technological leadership, and a strong competitive moat, despite geopolitical risks highlighted by Warren Buffett. TSMC's advanced nodes, like 3nm and upcoming 2nm, drive significant revenue growth, especially in the AI/high-performance computing segment. The company maintains a rock-solid balance sheet and impressive profitability, with very low valuation multiples and attractive growth prospects.
TSMC Earnings Preview, AI Strength Faces Tariff Headwinds
TSMC's Q1 2025 earnings report shows revenue slightly ahead of estimates at $25.6 billion, driven by AI servers and smartphone chips. Volatility from tariffs and strong AI growth projections make a short-term strangle on TSM attractive, despite potential tariff impacts on global trade. TSM's CapEx guidance between $38 billion and $42 billion for 2025 will be crucial in assessing future demand and growth expectations.
TSMC Sales Soar 42%. But a Threat Hangs Over the Chips Stock.
Taiwan Semiconductor Manufacturing, known as TSMC, reported a 42% rise in its first-quarter sales. However, a tariff threat hangs over the stock.
TSM 1Q Revenue Rises 41.6%, Ives Cuts MSFT Target
It's tale of two tech stories from Jenny Horne to kick off Morning Trade Live. TSMC (TSM) reported a 46.5% March revenue increase from last year's levels as the company looks for clarity on Pres.
Options Corner: TSM Revenue Rises
TSMC (TSM) reported Y/Y 1Q growth despite increasing uncertainty over U.S. trade and tariff policy. Rick Ducat and Tom White take a look at the technical trends and options open interest in the semiconductor stock.
Plenty of Time to Buy the Dip: Top Tech Stocks Still Down 30% and 50% to Buy
Investors didn't miss their chance to buy stocks at significant discounts. The two tech standouts we dive into today--TSMC and Vertiv--are still trading 30% and 50% below their respective highs.
1 Unstoppable Chip Company That Could Soar to a $1 Trillion Valuation
Although the market is in a downturn right now, I've still got my eyes on the horizon. Depending on the effects of tariffs, we could be in for some more stock market pain over the next few months, but if that timeline is stretched out to three or five years, today's stock prices start to make a lot more sense.
US may fine TSMC $1B over chip allegedly used in Huawei AI processor
Taiwan Semiconductor Manufacturing Company (TSMC) may have to pay a fine of $1 billion or more to resolve a U.S. export control investigation related to a chip it made that was used in a Huawei AI processor, according to a report by Reuters.
Taiwan Semiconductor Stock Sinks 26% YTD: Should You Hold or Exit?
Despite macroeconomic challenges, TSM's technological leadership and strategic investments make it a compelling long-term player in the semiconductor space.
TSMC Could Face $1B US Fine for Violating Export Control Rules, Report Says
Taiwan Semiconductor Manufacturing Company (TSM) could face $1 billion or more in fines to settle an investigation into a possible violation of U.S. export controls, Reuters reported Tuesday.
Why Taiwan Semiconductor Manufacturing Stock Is Falling Today
Taiwan Semiconductor Manufacturing (TSM -0.82%) stock is losing ground again in Tuesday's trading. The chip foundry leader's share price was down 0.4% as of 2 p.m.
Why TSMC (TSM) Dipped More Than Broader Market Today
In the closing of the recent trading day, TSMC (TSM) stood at $146.16, denoting a -0.44% change from the preceding trading day.
