Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor Will Keep Processing Bigger Gains
TSMC's FY24 performance exceeded expectations with revenue up significantly, driven by AI chip demand and successful 3nm chip production. Looking ahead, management projects continued strong growth fueled by AI accelerator demand, though they warn of some margin pressure in 2025 due to overseas expansion costs and higher electricity prices. The company maintains a clear technological edge over competitors, particularly in 2nm chip development. Combined with strong fundamentals and growth potential, we see significant upside despite the stock's recent gains.
Will TSMC's CHIPS Act funding survive Trump's ‘chip theft' accusations?
Taiwan Semiconductor Manufacturing Co. (TSMC) is at the centre of a geopolitical and economic tug-of-war as it navigates US efforts to localise semiconductor manufacturing. While the Biden administration allocated $6.
TSMC: A Strong AI Stock For 2025
Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. TSMC's revenue growth in high-performance computing was 58% in FY 2024, outpacing smartphone-related growth and boosting gross margins to 59% in Q4. Despite market dominance and a 64% global foundry share, TSMC's shares appear to be undervalued relative to other high-performing AI hardware stocks.
TSMC is confident its CHIPS Act funding will continue under Trump, says CFO Wendell Huang
TSMC has been promised $6.6 billion under the Biden-administration's CHIPS and Science ACT to help build three cutting-edge chip fabrication plants in Arizona. President-elect Donald Trump has accused Taiwan of "stealing" U.S. chip business.
This Trillion-Dollar Artificial Intelligence (AI) Chip Stock Has Surged 110% in the Last Year. Could a Stock Split Be on the Horizon?
As of Jan. 17, there are 10 public companies in the world with valuations of at least $1 trillion. With the exception of Warren Buffett's investment powerhouse, Berkshire Hathaway, each trillion-dollar stock is playing a leading role in the ongoing artificial intelligence (AI) revolution.
Taiwan Semiconductor Manufacturing Shares Jump on Positive AI Outlook. Is It Time to Buy the Stock?
Shares of Taiwan Semiconductor Manufacturing (TSM -1.53%), or TSMC for short, rose after the semiconductor contract manufacturer once again produced strong revenue growth and issued upbeat guidance as it continues to be an artificial intelligence (AI) beneficiary.
What's Going on With Taiwan Semiconductor Stock?
Taiwan Semiconductor (TSM -1.53%) management revealed information that has broad implications for stock market investors.
Taiwan Semiconductor's Rich FY2025 Guidance Signals A Multi-Year Data Center Boom
TSM remains a long-term Buy due to its leading N3/ N5 market share and the hyperscalers' promising AI/ data center demand growth over the next few years. The same promising metrics have also been observed in its double beat FQ4'24 performance, strong FQ1'25 guidance, and rich FY2025 capex numbers, signaling a new investment/ growth cycle. Combined with TSM's strategic global expansion and healthy balance sheet position, we believe that it remains well positioned for long-term growth, supported by government subsidies.
What's Inside Direxion's Daily TSM Bull 2X and Bear 1X ETFs?
Taiwan Semiconductor Manufacturing Company (TSM) produces 90% of the world's supercomputer semiconductor chips, powering top smartphone and AI applications. While TSM's stock has long-term strength, it experiences short-term volatility due to tech sector and geopolitical factors, creating opportunities for risk-tolerant traders.
Taiwan Semiconductor: Strong Growth, Strong Outlook
Taiwan Semiconductor Manufacturing Company Limited reported excellent quarterly earnings, continuing its trend of outperforming Wall Street estimates. TSM benefits from strong demand in the semiconductor space, driven by the Artificial Intelligence trend and key customers like NVIDIA and Apple. The company's financial health is robust, with significant revenue growth, expanding margins, and a substantial net cash position of over $40 billion.
TSMC is the 'only game in town' for AI chips: Analyst
Myron Xie of SemiAnalysis shares his bullish view on TSMC, after the AI chipmaker posted record Q4 profits.
Futurum Group's research director discusses impact of U.S. chip curbs on TSMC
Olivier Blanchard, research director at The Futurum Group, says the incoming Trump administration may use artificial intelligence chip controls as a negotiation tool with China.
