Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: DeepSeek Opportunity
Taiwan Semiconductor Manufacturing Company Limited slumped despite strong quarterly results due to news of a Chinese AI company producing a more efficient AI model, which should boost AI chip demand. AI chip demand remains insatiable, with tech giants like Meta Platforms and Microsoft planning massive capital expenditures on AI infrastructure. TSM stock is undervalued, trading at only 19x forward earnings, with higher growth prospects than other stocks hyped due to AI.
Trade Tracker: Rob Sechan buys more Taiwan Semi
Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to explain why he's buying more Taiwan Semi here.
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
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?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
1 Jaw-Dropping Projection That Makes This Chip Stock a Screaming Buy
While taking everything a management team says at face value can be an investing error, checking its historical predictions against actual results is a good way to start trusting what management says. Of course, this isn't possible with new management teams, but those that have been in place for some time are easier to trust.
TSMC: Deepseek Worries Create Attractive Buying Opportunities, And I'm Adding More To My Portfolio
Despite recent fears and a 13% stock drop, I believe TSMC's AI demand and long-term growth prospects remain strong, making it a solid investment. TSMC's Q4 2024 results were impressive, with revenue up 38.8% YoY and EPS up 57% YoY, reinforcing its robust financial health. Key 2025 highlights include Arizona Fab 21's volume production, early N2 node production, strong N3 smartphone demands and full capacity utilization, which support TSMC's growth trajectory.
Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation
TSMC's dominance in advanced semiconductor manufacturing, especially in AI accelerators, positions it as a critical player with robust growth prospects and pricing power. The company's strategic partnerships, particularly with Apple and NVIDIA, drive its technological advancements and revenue growth, especially in AI and HPC segments. Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment.
TSMC: Poised To Hit All-Time Highs
Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings, with net sales up 37% YoY and gross margins reaching 59%, driven by AI chip demand. TSMC's dominant market position and pricing power in the foundry market make it a top pick for AI investors, with a profit multiple of 22.5x. The company forecasts strong 1Q25 sales growth of 35% YoY, indicating continued robust demand for AI chips and potential margin expansion.
DeepSeek Panic: Here's Why I'm Doubling Down On TSMC
The DeepSeek news sparked unfounded fears of reduced AI hardware spending, ignoring TSMC's critical role in AI infrastructure. 3nm technology accounted for 26% of Q4-24 wafer revenue, reflecting significant adoption and growth. Q4-24 gross margin rose to 59%, operating margin reached 49%, supported by higher capacity utilization and efficiency.
TSMC's Selloff Creates A Buy Opportunity
TSMC's Selloff Creates A Buy Opportunity
This Unstoppable Artificial Intelligence (AI) Stock Climbed 90% in 2024, and It's Still a Buy at Today's Price
Artificial intelligence (AI) was the driving force behind many of the stock market's biggest winners in 2024. As big tech companies spend more and more on building out AI data centers and training large language models, several AI infrastructure companies are poised to continue benefiting throughout 2025.
TSMC: A Trillion-Dollar Firm With Strong Growth Prospects Despite China's DeepSeek
Taiwan Semiconductor Manufacturing Company Limited's Q4 sales grew 37% YoY, driven by high-performance computing, with gross margins expanding from 53% to 59%, and operating income up 63%. Risks include potential reduced demand due to China's DeepSeek AI model and losing high-profile customers, but TSMC's advanced 3nm technology mitigates these risks. TSMC is a strong buy on pull-back, with a $260 price target, offering 17% upside from the latest closing price and significant growth potential.
