Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
This Undervalued Stock Could Join Alphabet in the $2 Trillion Club
Averaging just above 8.5% annual returns could get TSMC in the $2 trillion club. TSMC's business segment, which contains its AI-related revenue, increased 28% from the previous quarter.
Here's Why Taiwan Semiconductor Is a Screaming Buy After Its Recent Pullback
TSMC reported a blowout quarter with strong growth. Donald Trump's comments on Taiwan sank the stock to its lows.
TSM Stock Analysis: Why You Should Wait for Taiwan Semiconductor to Drop to $150
Leading contract chip manufacturer Taiwan Semiconductor Manufacturing (NYSE: TSM ) has undeniably been a market darling so far in 2024. The stock's ascent to an all-time high of $193.47 on July 11 shows its dominant position in the global chipmaking landscape.
What's Going on With Taiwan Semiconductor Stock?
Taiwan Semiconductor is one of the largest suppliers of the AI industry.
This Undervalued Stock Could Join Nvidia in the Trillion-Dollar Club
Investors looking for a cheaper alternative to Nvidia should consider taking a closer look at its key manufacturing partner, TSMC. TSMC's latest earnings report suggests the growing demand for AI chips is set to drive solid growth for the company.
3 Promising Semiconductor Stocks to Scoop Up in July 2024
Semiconductor stocks are about to take off in a big way! The semiconductor sector is poised for an exciting resurgence in 2024, powered by advances in artificial intelligence (AI).
TSMC: Buy Status Vs. Rising Geopolitical Risks
TSMC reported strong Q2 2024 results with revenue exceeding our expectations, driven by demand for advanced chips. Revenue structure showed growth in HPC segment and decline in Smartphone segment. TSMC is struggling to keep up with the influx of demand for its products, and the company's production capacity will be fully utilized until the end of 2025.
Why Chip Stocks Bounced Higher on Monday
Last week's price declines across the chip sector saw reverses that were at times dramatic on Monday. This was aided by several positive analyst notes.
ETFs in Focus Post TSMC's Q2 Earnings Beat
Taiwan Semiconductor beat estimates for the top and the bottom lines on surging demand for advanced chips used in AI applications. The chipmaker lifted revenue growth projects for the full year, reflecting its confidence in the longevity of the global AI spending boom.
TSMC: Never Bet Against The AI Foundry Leader (Upgrade)
TSMC is the leading AI foundry in the semiconductor industry. It dominates AI semiconductor manufacturing with over 90% market share in the leading process nodes. TSMC's capacity utilization is expected to remain tight through 2026, bolstering its operating performance.
Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Taiwan Semiconductor Q2 Earnings: High Utilization Rate Could Boost Gross Margin
TSM exceeded revenue and GAAP EPS expectations in 2Q FY2024, despite a muted stock reaction due to a broad-based pullback in the semiconductor sector. Management provided a strong growth outlook driven by increasing AI demand, with continued margin expansion and a long-term goal of approaching 60% in gross margin. While the start of production at two overseas fabs next year is expected to impact gross margins by 2-3%, the recent high-NA EUV deal with ASML should improve utilization rates.
