Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: A Growth Story That's Still Undervalued
TSMC's Q4 results exceeded expectations with a 39% YoY revenue surge, driven by AI hardware investment and strong December performance. Major tech firms' CAPEX is projected to exceed $300 billion in 2025, boosting demand for AI-related semiconductors, which will account for 25% of TSMC's revenue. TSMC's revenue is expected to grow 25-30% in 2025, with gross margins expanding to 60%, leading to a 20-30% increase in free cash flow.
AI Investments Boom to Aid Taiwan Semiconductor's Q4 Earnings Growth
TSM is set to deliver strong Q4 earnings growth, riding the wave of booming AI investments and advanced chip technologies.
Artificial Intelligence Equity Leadership Could Evolve in 2025
Artificial intelligence equities were market leaders last year. Much of that leadership was sourced via familiar semiconductor names such as Nvidia (NVDA) and Taiwan Semiconductor (TSM).
Taiwan Semiconductor Manufacturing Recently Gave Semiconductor Investors Bullish News
In today's video, I discuss Nvidia (NVDA -1.97%), Taiwan Semiconductor Manufacturing (TSM -3.36%), and recent updates impacting the company. To learn more, check out the short video, consider subscribing, and click the special offer link below.
If I Could Buy Only 1 Semiconductor Stock Over the Next 10 Years, This Would Be It
For the last two years, technology stocks have generated some pretty generous returns. Since ChatGPT was commercially released on Nov. 30, 2022, the Nasdaq Composite and S&P 500 indexes have boasted total returns of 70% and 47%, respectively.
Watch These TSMC Price Levels as the Chipmaker's Earnings Report Looms
Taiwan Semiconductor Manufacturing Co. (TSM) shares will likely remain in the spotlight ahead of the contract chipmaker's fourth quarter earnings report due Thursday before the opening bell, with investors expecting artificial intelligence (AI)-driven demand to fuel results.
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.
