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Events that transpired this weekend gave investors pause.Shares of Taiwan Semiconductor Manufacturing Company (TSM -3.38%), commonly called TSMC, tumbled Monday morning, falling as much as 4%. As of 11:02 a.m. ET, the stock was still down 3.9%.Events that transpired this weekend and comments made by the semiconductor specialist's founder put some investors on edge.Challenges aheadAt a company event this weekend, founder Morris Chang addressed the ongoing crackdown by U.S. regulators limiting the sale of the ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TSMC (TSM) . TSMC currently has an average brokerage recommendation (ABR) of 1.30, on a scale ...

Dublin, Oct. 28, 2024 (GLOBE NEWSWIRE) -- The "Australia Total Spend Management Market, By Region, Competition, Forecast and Opportunities 2019-2029F" report has been added to ResearchAndMarkets.com's offering. The Australia Total Spend Management Market is demonstrating robust growth, with projections indicating an ascent from USD 303 million in 2023 to USD 459 million by 2029, advancing at a Compound Annual Growth Rate (CAGR) of 7.01%. Total Spend Management (TSM)—a strategic approach to oversee and optim ...

海外行业报告 | 行业动态研究 营收净利润超预期，AI 需求强劲 事件： 台积电 2024 年 Q3 营收 235 亿美元，高于公司指引上限（224-232 亿美元）， 超越彭博一致预期（233 亿美元）；毛利率 57.8%，超越公司指引上限 （53.5%-55.5%），超越彭博一致预期（54.8%）；营业利润率 47.5%，超越彭 博一致预期（44.6%）；净利润 100.7 亿美元，同比增长 54.2%，超越彭博一 致预期 92.9 亿美元。 分制程看：3 纳米出货量占晶圆总收入的 20%；5 纳米占 32%；7 纳米占 17%。 先进技术占晶圆总收入占比由上季度 67%提升到 69%。台积电表示智能手机 和 AI 相关需求强劲，推动了 3 纳米和 5 纳米制程技术整体产能利用率；预 计服务器人工智能处理器的收入贡献今年将增长两倍以上，并在 2024 年占 总收入的 15%左右（mid-teens percentage）。 分业务看：分业务看：HPC（高性能计算）平台的收入占比最高，为 51%， 环比增长 11%；智能手机平台占比 34%，环比增长 16%；IoT 占比 7%，环比 增长 35%；汽车业务 ...

This stock could be a winner in the long run thanks to the central role it is playing in the increasing adoption of fast-growing technologies such as artificial intelligence. Nvidia has turned out to be an outstanding investment in the past decade, as shares of the company have shot up a whopping 32,600% during this period and outpaced the 207% gains clocked by the S&P 500 index. So, an investment of just $3,500 made in shares of Nvidia a decade ago is now worth just over a million dollars. NVDA data by YCh ...

AI-related chip demand has far outpaced expectations. Taiwan Semiconductor Manufacturing (TSM 2.78%) has been on fire recently. After the company reported Q3 results on Oct. 17, the stock jumped 10% on the strength of the business. A pop like this may discourage some investors from buying Taiwan Semi stock because they think they've missed the boat. However, that's far from the case, as there are still multiple strong reasons to buy the stock, even after the market's reaction to earnings. New technology wil ...

2024 年 10 月 20 日 公司点评 台积电 (TSM) 台积电 24Q3 业绩简评：超指引上限，智能手机+AI 需求强劲 证券分析师：李珏晗 E-MAIL：lijuehan@tpyzq.com 分析师登记编号：S1190523080001 太 平 洋 证 券 股 份 有 限 公 司 证 券 研 究 报 告 事件：公司于 2024 年 10 月 17 日发布 2024 年三季度财报，三季度 单季度实现营业收入 235 亿美元，同比增长 36%；三季度单季度实现毛利 率 57.8%，同比增加 3.5pct；三季度单季度实现归母净利润 101 亿美元， 同比增长 51%。 Q3 收入及毛利率超出此前指引上限，受益智能手机+AI 需求爆发。 公司 24Q3 营业收入 235 亿美元，同比增长 36%，环比增长 12.9%，超过此 前指引 224-232 亿美元，主要受益于 AI 及智能手机对 3nm、5nm 的需求增 长；毛利率 57.8%，同比增加 3.5pct，环比增加 4.6pct，超过此前指引 53.5%-55.5%，主要由于产能利用率持续攀升，叠加成本端优化。 Q3 HPC 及智能手机环比增长，3n ...

Spoiler: The value of your investment would go from five figures to six figures.Taiwan Semiconductor Manufacturing (TSM -1.49%), or TSMC, is quite a popular stock. To understand why, check out its trailing returns in the table below. (I'll add returns for an S&P 500 index fund, too, for comparison.) 5-Year Avg. Annual Return10-Year Avg. Annual Return15-Year Avg. Annual ReturnTaiwan Semiconductor Manufacturing33.65%26.41%22.96%SPDR S&P 500 ETF16.22%13.99%13.95%See? Amazing. Even the S&P 500 returns are quite ...

TSMC halted shipments to a client after its chips were found in Huawei products, per reports.TSMC and other chipmakers are barred from doing business with Huawei without US government approval.Min-yen Chiang, a researcher, told BI it raises the questions about a "shadow network" of chip supply. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access yo ...