Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth
TSMC's reported net income increased 60.3% from a year ago to $361.56 billion New Taiwan dollars, while net revenue in the March quarter rose 41.6% from a year earlier to NT$839.25 billion. The company faces headwinds from the trade policy of U.S. President Donald Trump, who has placed broad trade tariffs on Taiwan and stricter export controls on TSMC clients Nvidia and AMD.
Litmus test for chip stocks as investors gird for TSMC earnings
Investors are bracing for the results from Taiwan's TSMC on Thursday to show further evidence of the wide-ranging uncertainty in the chip industry spurred by U.S. President Donald Trump's trade policies.
Why Taiwan Semiconductor Manufacturing Stock Sank Today
Taiwan Semiconductor Manufacturing (TSM -3.59%) stock got hit with significant sell-offs in Wednesday's trading. The semiconductor foundry leader's share price closed out the day down 3.6% after having been off as much as 5.6% in the session.
TSMC: Why This Semiconductor Giant Looks Like a Massive Bargain Right Now
Taiwan Semiconductor Manufacturing (TSM -3.59%), popularly known as TSMC, is the world's largest semiconductor foundry, which fabricates chips for the top consumer electronics companies and chip designers across the globe. That explains why it has been growing at an impressive pace over the past couple of years.
Taiwan Semi Earnings Are Coming. Guidance Is Key.
TSMC is a crucial player in the artificial-intelligence chip market, which has been upended by tariff turmoil.
Strong AI Chip Demand to Boost Taiwan Semiconductor's Q1 Earnings
Robust AI chip demand is likely to have driven TSM's Q1 revenue growth, while rising operational costs could have weighed on earnings growth.
TSMC: Tariffs Or Not, Why I'm Betting On The Foundry Leader
Taiwan Semiconductor faces high stakes amid the US-China trade war. TSM needs to localize more American semiconductor manufacturing quickly to assuage President Trump. TSMC's dominant position suggests even if chips tariffs were to hit later, it should strengthen its ability to pass on the costs to its customers.
TSMC Q1 Preview: Beating Trump's Tariffs
Taiwan Semiconductor's shares have dropped 21% YTD, but I'm still bullish due to robust AI chip demand and strong growth prospects. TSMC's U.S. manufacturing strategy, bolstered by the CHIPS Act, reduces geopolitical risks and enhances operational stability, driving future growth. TSMC's Arizona fab outperforms Taiwanese counterparts, attracting major customers like Nvidia and AMD, and potentially increasing the stock's P/E multiple.
Should Investors Buy Taiwan Semiconductor (TSM) Stock as Q1 Earnings Approach?
Responsible for 50% of the world's semiconductor chip components, Wall Street will be paying close attention to Taiwan Semiconductor's (TSM) Q1 results on Thursday, April 17.
Taiwan Semiconductor Set to Report Q1 Earnings: How to Play the Stock?
Strengths in AI-driven technologies are likely to have aided TSM's Q1 top line. However, rising operational costs may have hurt bottom-line growth.
TSMC Q1 Preview: A Moment To Bet Big On The Base Layer Of AI
TSMC's 14% price drop since my last analysis offers deep value amid strong Q1 growth, resilient margins, and AI-led demand. U.S.-led trade realignment favors TSMC as China share declines; geopolitical shifts may further concentrate growth in allied markets. Stock trades at 22.3x non-GAAP P/E vs. a 5-year average of 34; with $9.50 EPS forecast, a 25x multiple implies ~50% 12-month upside.
Taiwan Semiconductor: Tariff War Unlocks Dirt-Cheap Compelling Entry Points, Strong Buy Here
TSM's recent stock price correction offers a rare buying opportunity, with robust long-term growth prospects driven by AI/data center demand and strategic global expansion. Despite market headwinds and the ongoing tariff war, its rich financial performance and promising consensus forward estimates underscore its resilience. While there are near-term risks surrounding the potential moderation in hyperscalers' capex plans, TSM's long-term prospects remain robust as the foundry market leader.
