Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC Earnings Are Coming. AI Chip Demand and U.S. Export Curbs Are in Focus.
The results should reflect strong demand for hardware to power AI systems.
Previewing TSMC (TSM) Earnings: "Important Report" for Tech Sector
Jeff Pierce previews TSMC's (TSM) earnings. He says investors will be watching gross margin numbers, as well as forward guidance.
Wall Street Analysts Think TSMC (TSM) Is a Good Investment: Is It?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
1 Artificial Intelligence (AI) Stock That Could Rocket Higher in 2025
Considering how well artificial intelligence (AI) stocks have done over the past two years, it's hard to imagine some of them going even higher. However, this industry still has significant tailwinds as we have barely scratched the surface of what is possible with AI.
TSMC: My Top AI Pick For 2025
Taiwan Semiconductor Manufacturing Company Limited's December sales surged 58% YoY, driven by robust AI chip demand, indicating strong growth potential for 2025. TSMC's dominant 60% market share and booming HPC sector position it as a top AI/semiconductor investment. Despite geopolitical risks, TSMC's strong fundamentals and the low TSM stock valuation relative to peers make it a compelling buy.
TSMC: A Pre-Earnings Evaluation (Technical Analysis)
TSMC stock shows near-term bullish technicals with strong chart patterns and moving averages, but mixed indicators suggest caution for potential long-term weakness. Q3 earnings were robust, and early Q4 indications point to continued strong performance, justifying current valuation multiples. Despite high P/S and P/E ratios, TSMC's strong revenue and EPS growth, driven by AI tailwinds, make the stock fairly valued.
TSMC: A Growth Story That's Still Undervalued
TSMC's Q4 results exceeded expectations with a 39% YoY revenue surge, driven by AI hardware investment and strong December performance. Major tech firms' CAPEX is projected to exceed $300 billion in 2025, boosting demand for AI-related semiconductors, which will account for 25% of TSMC's revenue. TSMC's revenue is expected to grow 25-30% in 2025, with gross margins expanding to 60%, leading to a 20-30% increase in free cash flow.
AI Investments Boom to Aid Taiwan Semiconductor's Q4 Earnings Growth
TSM is set to deliver strong Q4 earnings growth, riding the wave of booming AI investments and advanced chip technologies.
Artificial Intelligence Equity Leadership Could Evolve in 2025
Artificial intelligence equities were market leaders last year. Much of that leadership was sourced via familiar semiconductor names such as Nvidia (NVDA) and Taiwan Semiconductor (TSM).
Taiwan Semiconductor Manufacturing Recently Gave Semiconductor Investors Bullish News
In today's video, I discuss Nvidia (NVDA -1.97%), Taiwan Semiconductor Manufacturing (TSM -3.36%), and recent updates impacting the company. To learn more, check out the short video, consider subscribing, and click the special offer link below.
If I Could Buy Only 1 Semiconductor Stock Over the Next 10 Years, This Would Be It
For the last two years, technology stocks have generated some pretty generous returns. Since ChatGPT was commercially released on Nov. 30, 2022, the Nasdaq Composite and S&P 500 indexes have boasted total returns of 70% and 47%, respectively.
Watch These TSMC Price Levels as the Chipmaker's Earnings Report Looms
Taiwan Semiconductor Manufacturing Co. (TSM) shares will likely remain in the spotlight ahead of the contract chipmaker's fourth quarter earnings report due Thursday before the opening bell, with investors expecting artificial intelligence (AI)-driven demand to fuel results.
