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Taiwan Semiconductor Manufacturing: The Backbone of the AI Boom
The Motley Fool· 2025-04-10 23:00
Core Insights - The Motley Fool aims to enhance the financial literacy and well-being of individuals by providing investment solutions and market analysis [1] Company Overview - Founded in 1993, The Motley Fool is a financial services company focused on making the world smarter, happier, and richer [1] - The company reaches millions of people monthly through various platforms, including premium investing solutions, free guidance, and market analysis on Fool.com [1] - The Motley Fool also produces top-rated podcasts and operates a non-profit organization, The Motley Fool Foundation [1]
TSMC Triggers Death Cross As Trump Tariff Threats Add To Investor Concerns
Benzinga· 2025-04-10 19:15
Taiwan Semiconductor TSM has just triggered a technical Death Cross — and it's not the only signal weighing on investor sentiment. Chart created using Benzinga ProTechnical Warning signs Pile Up For TSM StockTechnically, things look bleak. With shares down 25% year to date and 11% in the past month, TSM stock has sunk below its eight, 20, and 50-day simple moving averages—a textbook sign of a strongly bearish trend. Even the 200-day simple moving average, at $184.40, sits far above TSM stock, at $150.69, of ...
Why Taiwan Semiconductor Manufacturing Stock Is Sinking Today
The Motley Fool· 2025-04-10 18:57
Taiwan Semiconductor Manufacturing (TSM -4.78%) stock is sinking rapidly Thursday. The company's share price was down 4.3% as of 2:45 p.m. ET. Meanwhile, the S&P 500 (^GSPC -2.88%) was down 2.8%, and the Nasdaq Composite (^IXIC -3.72%) was down 3.8%.TSMC and other semiconductor stocks roared higher yesterday after President Trump announced a 90-day suspension on "reciprocal tariffs" for all countries except China, but those gains are being eroded in Thursday's trading. As of this writing, the chip fabricati ...
US may fine TSMC $1B over chip allegedly used in Huawei AI processor
TechCrunch· 2025-04-09 15:31
Taiwan Semiconductor Manufacturing Company (TSMC) may have to pay a fine of $1 billion or more to resolve a U.S. export control investigation related to a chip it made that was used in a Huawei AI processor, according to a report by Reuters.TSMC did not provide any further comments as it is now “in [a] quiet period,” a spokesperson for the chipmaker said in an emailed statement to TechCrunch. It’s the latest development in a situation that first came to light in late 2024 involving TSMC, Huawei, and Xiamen ...
Taiwan Semiconductor Stock Sinks 26% YTD: Should You Hold or Exit?
ZACKS· 2025-04-08 20:00
Taiwan Semiconductor Manufacturing Company Limited (TSM) , which is also known as TSMC, has taken a sharp hit, sliding 26% year to date. This drop significantly underperforms the broader Zacks Computer and Technology sector, which fell 20.8% during the same period.Image Source: Zacks Investment ResearchThis steep decline raises the question: Should investors cut their losses and exit, or is it worth holding onto? While the near-term headwinds are real, the long-term growth story for Taiwan Semiconductor rem ...
Why Taiwan Semiconductor Manufacturing Stock Is Falling Today
The Motley Fool· 2025-04-08 18:18
Taiwan Semiconductor Manufacturing (TSM -0.90%) stock is losing ground again in Tuesday's trading. The chip foundry leader's share price was down 0.4% as of 2 p.m. ET amid the backdrop of a 0.1% gain for both the S&P 500 and the Nasdaq Composite. Notably, the stock had been up as much as 4.3% earlier in the session.TSMC initially rose today thanks to investor hopes for relief on tariffs, but broader-market sentiment turned negative again as the day progressed and has dragged its share price lower. The stock ...
Taiwan Semiconductor Spared From New Tariffs: Bullish Path Ahead?
MarketBeat· 2025-04-07 12:46
President Trump has announced the latest round of trade tariffs, targeting a wide range of goods from most of the United States’ trading partners, with a particular impact on the retail sector. However, to many investors’ surprise, the recent press conference outlining the specifics notably excluded one major industry: semiconductors. Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$146.88 -10.50 (-6.67%) 52-Week Range$125.78▼$226.40Dividend Yield1.47%P/E Ratio20.86Price Target ...
1 Magnificent Artificial Intelligence (AI) Stock Down 25% to Buy Hand Over Fist Before April 17
The Motley Fool· 2025-04-06 14:45
Core Viewpoint - TSMC is experiencing a challenging 2025 despite a strong start, with shares down over one-third from their 52-week high due to negative sentiment in tech stocks and tariff impacts [1][2][3] Group 1: Financial Performance - TSMC's revenue in the first two months of 2025 increased by 39% year-over-year, indicating potential to exceed Q1 2025 revenue guidance of $25.4 billion, which represents a 34% increase from the previous year [5][6] - Analysts expect a 49% increase in Q1 earnings to $2.05 per share, driven by a projected 5.5 percentage point rise in operating margin [7] - TSMC's stock is currently trading at under 25 times trailing earnings and less than 19 times forward earnings, making it more attractive compared to the Nasdaq-100 index's price-to-earnings ratio of around 29 [13] Group 2: Market Demand and Growth Drivers - The surge in TSMC's sales is largely attributed to the growing demand for AI chips across various applications, including data centers, smartphones, PCs, and automotive [8] - TSMC is focused on increasing its AI chip production capacity to meet the high demand from Nvidia, which has captured over 70% of TSMC's advanced chip packaging capacity [9] - Other AI chip companies, such as Broadcom and Marvell Technology, are also experiencing significant growth, benefiting from the demand for custom AI processors that TSMC manufactures [11] Group 3: Future Outlook - TSMC is well-positioned to capitalize on the secular growth of the chip market driven by AI, with a forecasted compound annual growth rate (CAGR) of 20% in revenue over the next five years [12][15] - Analysts are projecting a 29% increase in TSMC's earnings for 2025, with expectations for further growth in the following years [14]
TSMC: AI's Most Critical Supplier Is On Sale
Seeking Alpha· 2025-04-06 13:15
Group 1 - The article emphasizes that while many investors focus on well-known companies like Amazon, Meta, and Nvidia for AI exposure, the true drivers of the AI revolution may be overlooked [1] - Pythia Research specializes in identifying multi-bagger stocks, particularly in the technology sector, using a combination of financial analysis, behavioral finance, psychology, social sciences, and alternative metrics [1] - The firm's strategy aims to uncover breakout opportunities before they become mainstream, leveraging both traditional and unconventional insights to navigate market sentiment and identify emerging trends [1] Group 2 - The approach of Pythia Research is designed to invest in transformative businesses that are positioned for exponential growth, rather than merely following market trends [1]
TSMC (TSM) Ascends But Remains Behind Market: Some Facts to Note
ZACKS· 2025-03-31 22:51
In the latest trading session, TSMC (TSM) closed at $166, marking a +0.45% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.55% for the day. At the same time, the Dow added 1.01%, and the tech-heavy Nasdaq lost 0.14%. Coming into today, shares of the chip company had lost 8.46% in the past month. In that same time, the Computer and Technology sector lost 8.88%, while the S&P 500 lost 6.22%. Investors will be eagerly watching for the performance of TSMC in its upc ...