Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC's US plant unlikely to get latest chip tech before Taiwan, CEO says
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements, the Taiwanese company's CEO said.
TSMC: Being Caught In The Crossfire Never Looked So Good -- Reiterating Buy
We expect Taiwan Semiconductor Manufacturing Company Limited to be among the top-performing semi stocks in our coverage this year. TSMC not only holds a monopoly over the foundry market but is also growing its share quarterly on its position as the industry go-to for advanced tech, i.e., smaller nanometers. There are two markets that will see a transition to smaller nanometer nodes faster than others: smartphones and AI, which already account for 35% and 53% of total sales.
TSMC Q4: Expecting Fabless Semi Inventory To Return To Healthier Level In 2025
I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$250 per share, driven by strong AI and HPC demand. TSMC's revenue from AI accelerators tripled in FY24 and is expected to double in FY25, supported by increased CAPEX for advanced technologies. TSMC's N2 process node, set for volume production in H2 FY25, will drive significant growth, especially in HPC and smartphone markets.
Taiwan Semiconductor: The Backbone of AI Surges on Earnings Beat
Taiwan Semiconductor ( TSM ), the world's largest and most advanced chipmaker, has once again showcased its critical role in powering the AI revolution. Reporting a stellar fourth quarter with a 38.8% year-over-year revenue increase and a 57% surge in net income, TSM's results highlight the insatiable demand for its cutting-edge 3nm and 5nm chips.
Why Taiwan Semiconductor Stock Was Climbing Today
Shares of Taiwan Semiconductor Manufacturing Corporation (TSM 5.12%) were moving higher Thursday after the world's largest contract chip manufacturer posted better-than-expected results in its fourth-quarter earnings report.
TSMC shouldn't be impacted by US chip curbs: Analyst on earnings
Taiwan Semiconductor Manufacturing Company (TSM) shares were getting a lift higher in Thursday's pre-market trading — the chip stock holding onto morning gains after the market open — after reporting fourth quarter earnings results, which saw record quarterly profits that climbed 57%. The AI semiconductor landscape could face even bigger challenges, as outgoing President Biden prepares to lay out possible new regulations on TSMC chips.
Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst
Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co TSM with a Buy and a $225 price target.
Stock Market Today: Nasdaq Composite Falls & Taiwan Semiconductor (TSM) Blows Out Earnings
What stocks are leading the S&P 500 today? The top gainer is Lam Research, followed by KLA, and then Applied Materials.
Taiwan Semiconductor Earnings Fuel a Rally in Chip Stocks
Taiwan Semiconductor stock is higher Thursday after the chip manufacturer beat expectations for its fourth quarter and issued a strong outlook. Here's what you need to know.
TSM "Important" A.I. Businesses with NVDA Tie, AMD's Room to Run
TSMC (TSM) rallied after posting a fourth-quarter earnings beat. James Demmert considers the company a core buy, noting its ties to Nvidia (NVDA) and the overall A.I.
S&P 500 Flat as Retail Sales Miss, Bank Earnings Impress, and TSM Rallies
S&P 500 opens flat as retail sales miss forecasts. TSM surges on AI chip demand, while strong bank earnings fail to sustain financial stock momentum.
TSMC's Q4 2024 Earnings Outperformance: 3 Reasons To Buy Here
Taiwan Semiconductor Manufacturing Company Limited's Q4 earnings outperformance and robust 2025 outlook has effectively renewed confidence in the ongoing AI rally. Despite its concentrated revenue exposure to Apple's slowing growth outlook and Nvidia's recent Blackwell challenges, TSMC has exhibited unique competitive advantages in preserving fundamental appreciation. TSMC also faces a significant impending de-risking tailwind, as overseas capacity at Arizona and Kumamoto starts to ramp.
