My first article on Taiwan Semiconductor Manufacturing Company (NYSE: TSM ), published on November 28, 2023, mentioned secular trends and market potential to give it a Strong Buy rating. One of the first secular trends I discussed was theI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to ...

Taiwan Semiconductor (TSM -0.62%) is diversifying its manufacturing base outside of Taiwan, and the changes have consequences for investors.*Stock prices used were the afternoon prices of Jan. 19, 2025. The video was published on Jan. 21, 2025. ...

Taiwan Semiconductor Manufacturing Company Limited (TSM) , better known as TSMC, saw its shares scale northward after posting record fourth-quarter net income, which topped analysts’ projections. The foundry behemoths’ fourth-quarter net profit soared 57% to $374.68 billion from a year earlier, driven by a surge in demand for artificial intelligence (AI) chipsets.But it’s not the latest quarterly result that propelled its shares higher. The TSMC stock has already gained 91% in the past year with the advent ...

Have you been paying attention to shares of TSMC (TSM) ? Shares have been on the move with the stock up 8.2% over the past month. The stock hit a new 52-week high of $225.43 in the previous session. TSMC has gained 13% since the start of the year compared to the 37.2% move for the Zacks Computer and Technology sector and the 114.6% return for the Zacks Semiconductor - Circuit Foundry industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed o ...

台积电（TSM） 更新报告 买入 2025 年 1 月 23 日 营收毛利均超预期，上调未来五年 AI 收入指引 曹凌霁 +852-25321539 Rita.cao@firstshanghai.com.hk 韩啸宇 +852-25222101 经营利润同比+63.6% 按地区划分，北美/中国/亚太/日本/EMEA 分别贡献收入 75%/9%/9%/4%/3%，其中北 美地区收入环比+21%。 Peter.han@firstshanghai.com.hk 主要数据 | 行业 | TMT | | | --- | --- | --- | | 股价 | 218.70 美元 | | | 目标价 | 260.00 美元 | | | | （+18.88%） | | | 股票代码 | TSM | | | 总股本 | 51.87 亿股 | | | 市值 | 10473 亿美元 | | | 52 周高/低 | 222.20 美元/110.29 | 美 | | | 元 | | | 每股账面值 | 23.34 美元 | | | 主要股东 | 台湾行政院发展基金 | | | | 6.38% | | | | Blackrock 5.0 ...

Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.TSMC stock jumped nearly 4% following its earnings report. More importantly, its solid showing rubbed off positively on its peers in the semiconductor industry as well. That wasn't surprising as the Taiwan-based co ...

Shares of Taiwan Semiconductor Manufacturing (TSM 2.70%) were one of several artificial intelligence (AI) stocks moving higher today, a broad response to President Trump's announcement of the new Stargate AI infrastructure project yesterday afternoon.As of 12:27 p.m. ET, TSMC stock was up 2.9%. Billions are set to pour into AI chipsYesterday, President Trump announced a new AI infrastructure project called Stargate, bringing together the leaders of Oracle, OpenAI, and Softbank, the Japanese tech mega-invest ...

Stock Performance and Market Outlook - TSMC's stock has gained 87% in the past year, with shares jumping almost 4% following the release of its Q4 2024 results [1][2] - The company's Q1 2025 revenue guidance of $25 billion to $25.8 billion is 6% higher than Wall Street's expectations [3] - TSMC's dominant 64% share in the global foundry market positions it well to capitalize on the projected growth of the semiconductor market, which is expected to reach $1.47 trillion by 2030 [7] Financial Performance - TSMC reported Q4 2024 revenue of $26.9 billion, a 37% increase year-over-year, with adjusted earnings per share rising 55% to $2.24 [3] - Full-year 2024 revenue reached just over $90 billion, marking a 30% increase from 2023 levels [4] - The company anticipates a 35% year-over-year increase in Q1 2025 revenue, with full-year revenue growth expected in the mid-20% range [4] Profitability and Growth Drivers - TSMC expects a gross margin of 58% in Q1 2025, up from 53.1% in the same quarter last year [5] - Revenue from AI chips is projected to grow at a CAGR of 40% over the next five years, while overall revenue is expected to grow at a CAGR of 20% [5][6] - Growth opportunities in high-performance computing, AI, 5G smartphones, and PCs are expected to drive the semiconductor market and benefit TSMC [6] Valuation and Investment Considerations - TSMC's stock is trading at 33 times trailing earnings, higher than its five-year average of 22, but its forward P/E ratio of 24 suggests strong future earnings growth [9] - The forward P/E ratio is lower than the Nasdaq-100 index's forward earnings multiple of 25, indicating that TSMC stock remains a good value despite its recent gains [9][10]

Stock Positions and Affiliations - The Motley Fool holds positions in and recommends Lam Research and Taiwan Semiconductor Manufacturing [1] - Parkev Tatevosian is affiliated with The Motley Fool and may receive compensation for promoting its services [1] - Parkev Tatevosian does not hold any positions in the mentioned stocks [1]

The management team forecasts a compound annual growth rate of over 20% for the next several years.*Stock prices used were the afternoon prices of Jan. 18, 2025. The video was published on Jan. 20, 2025. ...