Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Should You Buy Taiwan Semiconductor Before January 16th?
Taiwan Semiconductor Manufacturing (NYSE:TSM) is the straw that stirs the artificial intelligence drink.
TSMC Q4 Preview: Focus On CoWoS And Gross Margin Guidance
Taiwan Semiconductor Manufacturing Company Limited aka TSMC continues to gain market share as it beats competition such as Samsung, displacing it among its customers. TSMC's CoWoS capacity expansion is expected to double again in 2025; commentary on plant progress would be a key focus point in Q4 FY24's earnings call. The next couple of quarters may see further gross margin guidance beats, driven by 15-20% pricing increases in CoWoS due to fully booked-out demand.
TSM Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
While strengths in AI-driven technologies are likely to have aided Taiwan Semiconductor's Q4 top line, rising operational costs may have hurt bottom-line growth.
TSMC fourth-quarter profit seen jumping 58% on strong AI chip demand
Taiwan Semiconductor Manufacturing Co , the main global producer of advanced chips used in artificial intelligence applications, is expected to report a 58% leap in fourth-quarter profit on Thursday because of surging demand.
TSMC: One Of My Favorite AI Picks In 2025
TSMC is a primary beneficiary, given its unmatched position as the leading AI foundry. Geopolitical risks could hinder investors from getting more involved, but I don't think an invasion by China is imminent. TSM has also diversified its supply chain by investing in Arizona, demonstrating its commitment to buttress its US partnership against China's threat.
TSMC Q4: Strong Earnings; Big 2025 Ahead
TSMC's shares have surged 39% since May, driven by strong AI GPU demand and successful geographical expansion, reducing geopolitical risks. Q4 earnings exceeded expectations, with significant revenue growth and strong performance from new plants in Japan and the US. Despite some AI pessimism, TSMC's forward revenue and EPS growth are likely underestimated, suggesting shares are mispriced and have substantial upside potential.
TSMC begins producing 4-nanometer chips in Arizona, Raimondo says
Taiwan Semiconductor Manufacturing Co has begun producing advanced 4-nanometer chips for U.S. customers in Arizona, Commerce Secretary Gina Raimondo told Reuters, a milestone in the Biden administration's semiconductor efforts.
TSM's Record 4Q Show A.I. Chip Strength, 2025 Outlook Key in Earnings
TSMC (TSM) reported record fourth-quarter revenue following its strong December numbers. Caroline Woods calls the report a preview for the company's earnings next week as A.I.
Options Trades in TSM and NVDA
TSMC (TSM) and Nvidia (NVDA) both touched all-time highs earlier this week. The A.I. trade has fueled revenue growth, and TSMC announced Y/Y December revenue growth of 57.8% and over $88B in total revenue for the 2024 year.
TSMC's fourth quarter sales top expectations
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) has reported impressive quarterly sales growth for the October to December period, reinforcing optimism in the tech sector about AI investments heading into 2025. Revenue for the period was NT$868.5 billion (US$26.3 billion), up 39% from the same period last year, based on the company's monthly disclosures.
TSMC Powers Up: December Revenue Soars Ahead Of Q4 Earnings Release
Taiwan Semiconductor Manufacturing Co. Ltd. TSM is riding a wave of positive momentum as it gears up for its fourth quarter earnings release on Jan. 16.
TSM's "Healthy Trend" for A.I. Space Despite AMD Downgrade
TSMC (TSM), one of Nvidia's (NVDA) biggest customers, posted record revenue that grew 58% year-over-year in December. Jenny Horne says "it's hard to find" downside to TSMC's report and notes the positive signs it shows for the A.I.
