Goldman Sachs analyst Bruce Lu maintained a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $254, up from $248.Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI.Also Read: AI Chip Stocks Nvidia, Broa ...

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While a company's past performance is no guarantee of its future results, history is one of the few reasonable things we can use to guide our predictions. Particularly for cyclical companies, it can be a pretty good indicator of what's to come. I'm seeing a situation that looks extremely promising for Taiwan Semiconductor Manufacturing (TSM -0.70%) as its setup is similar to the scenario it saw in 2020.The last time Taiwan Semi had a setup similar to its current one, the stock doubled in the year that follo ...

Taiwan Semiconductor Manufacturing Co. (TSM) , the world’s largest contract chipmaker, saw its shares touch a record high as it prepares to close out its best annual stock performance in 25 years. The stock rose as much as 1.4% in Taipei on Tuesday, briefly surpassing its November 8 peak, before retreating to close flat.The TSM stock is up 82% this year (as of Dec. 24, 2024). TSMC shares have surged thanks to strong investor enthusiasm for artificial intelligence-related investments.A Major Beneficiary of t ...

Nvidia has become synonymous with the term "semiconductor," but there's another player looming in the background that could emerge as a more lucrative opportunity in the long run.When it comes to the semiconductor industry, no other company has become as well-known as Nvidia. The company specializes in designing graphics processing units (GPU), a unique piece of hardware architecture that's used for all sorts of generative AI applications.With that said, even the biggest stars have their supporting cast. Wh ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) ( OTC:TSMWF ) has long been the underappreciated engine fueling the world's most advanced electronic devices. TSMC is the bedrock for everything from premium smartphones to AI accelerators, with a global foundry market share of ~64% andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opini ...

On Tuesday, Taiwan Semiconductor Manufacturing Company Limited (TSM) , or TSMC, saw its shares touch a record high in Taipei following gains among its key customers, such as NVIDIA Corporation (NVDA) . TSMC’s shares have surged 99.3% this year, and the stock is set for its strongest annual performance since 1999, thanks to the thriving generative artificial intelligence (AI) market. Image Source: Zacks Investment ResearchGiven that TSMC stock is primed for success, is it a good stock to buy in the new year? ...

It’s been over 2 months since I initiated coverage on TSMC . As TSMC will report its Q4 and FY 2024 results next month, I think it is an appropriate time before Christmas to shed some light onAn undergraduate student and long-term investor who is passionate about Equity Research. Passed in CFA Level 1. My research interests cover technology, consumers, energy and materials. Please feel free to subscribe to my account to support my channel's developmentAnalyst’s Disclosure: I/we have a beneficial long positi ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Sometimes, it's fairly obvious which companies will have a successful year before we're actually in it. I think that's the case with two companies: Taiwan Semiconductor (TSM -0.77%) and Amazon (AMZN -0.76%) although others could certainly make the list, too. These two are primed for success heading into 2025, and I think the conditions are right to buy both stocks right now.Taiwan SemiconductorTaiwan Semiconductor is at the forefront of every major technological shift today. Without the chips that it fabric ...