Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Nvidia outsources manufacturing to Taiwan Semiconductor Manufacturing Company, so the latter's comments carry great weight among investors.Many stock investors are concerned there is a bubble forming in AI stocks. These comments from Taiwan Semiconductor (TSM -0.75%) can relieve some worry.*Stock prices used were the afternoon prices of Oct. 21, 2024. The video was published on Oct. 23, 2024. ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

来源：公司资料，第一上海预测 来源：彭博 台积电（TSM） 更新报告 买入 2024 年 10 月 22 日 毛利率大超预期，积极筹备 N2、A16 制程投产 季度业绩摘要：24Q3 收入 7596.9 亿新台币，同比增长 39%，折 合 235 亿美元，高于上季度指引中值的 228 亿美元，也高于彭博 一致预期的 233 亿美元。其中晶圆收入 6700 亿新台币，7 纳米以 下的先进制程贡献52%的营收。Q3公司总成本3203.5亿新台币， 毛利率 57.8%，同比增长 3.5pct。经营利润 3607.7 亿新台币， 同比增长 58.2%。净利润 3250.8 亿新台币，同比增长 54.2%，折 合 100.9 亿美元，高于一致预期的 92.9 亿美元。摊薄后每 ADR 收 益同比增长 50.4%达 1.94 美元，高于一致预期的 1.80 美元。 AI 需求真实可持续，积极筹备 N2、A16 制程投产：本季度 3nm/5nm 制程分别贡献收入 20%/32%，同比增长 50%/3%。公司表 示当前 AI 需求是真实且可持续的，并且仍处于早期阶段。下一 代 N2、N2P、A16 制程需求均超预期，下游 A ...

证券研究报告 | 季报点评 gszqdatemark 2024 10 24 年 月 日 台积电（TSM.N） AI 需求旺盛，产能望快速爬坡 公司 2024Q3 业绩超预期。2024Q3 台积电收入 235 亿美元，按新台币计 收入为 7597 亿新台币，yoy+39%。公司 Q3 毛利率 57.8%，超过指引上 限的 55.5%。Q3 归母净利润为 3253 亿新台币，yoy+54.2%。 先进制程占比提升，N2 需求高于预期。先进技术制程方面，台积电 3nm/5nm 产品贡献收入持续提升，2024Q3 分别占比为 20%/32%， YoY+14/-5pct，QoQ+5/-3pct，7nm及以下先进制程占晶圆总收入的69%。 需求角度：AI 需求强劲。下游场景方面，2024Q3 台积电 HPC、智能手机、 IoT、汽车、数字消费电子分别占比 51%/34%/7%/5%/1%，YoY+9/-5/- 2/0/-1pct，QoQ-1/+1/+1/0/-1pct。其中高性能计算主要受益于全球各大 云厂商及 AI 厂商对于高端算力的需求持续增长。CEO 黄仁勋表示"每位 客户都希望拿到更多的产品"。 供给角度：资本开 ...

证券研究报告 | 公司动态点评 2024 年 10 月 22 日 台积电（TSM.N） AI 继续推动需求增长，全年业绩指引持续上调 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------|--------|--------|--------|---------|---------|-----------------------------------------|------------| | | | | | | | | | | | 财务指标 | | 2022A | 2023A | 2024E | 2025E | 2026E | 买入（维持评级） | | | 营业收入（百万美元） | | 73,670 | 70,599 | 91,687 | 116,240 | 138,749 | | | | 增长率 yoy （ % ） | | 28.7 | -4.2 | 29.9 | 26.8 | 19.4 | 股票信息 | | | 归母净利润（百万美元） | ...

The dominant manufacturer is extending its lead over rivals.Taiwan Semiconductor Manufacturing (TSM 1.20%) just reached rarified air. The semiconductor giant -- known as TSMC -- just surpassed a market cap of $1 trillion after reporting phenomenal growth for the third quarter. Excluding state-owned enterprises, this is the ninth company in the world to reach a market value above $1 trillion. Benefitting directly from growing spending on artificial intelligence (AI) computer chips, TSMC is dominating the sem ...

Taiwan Semiconductor Manufacturing Company Limited (TSM) , or TSMC, known for making the smallest and most power-efficient chips saw its shares surge recently after its latest quarterly profits soared on artificial intelligence (AI) demand. Its shares are further expected to scale northward primarily due to three major reasons. Let's look at those and what makes the TSM stock a compelling buy at the moment – TSMC's Positive Q3 Results & Outlook Boosts Share Price In the third quarter, TSMC registered a rema ...

Will the world's largest contract chipmaker split its high-flying stock?Many of the world's largest tech companies routinely split their stocks as their share prices rise. Splits don't make a stock fundamentally cheaper, since they simply cut its existing shares into smaller slices which trade at lower prices. So instead of buying a whole pizza for $20, you're simply getting a quarter of a slice for $5.Yet stock splits still attract a lot of attention from smaller investors who aren't willing to pay hundred ...

TSMC's stock is trading at an all-time high, but the room for growth remains large.Plenty of notable companies have had a good 2024, but few have had as good a year as Taiwan Semiconductor Manufacturing Company (TSM -1.72%) (TSMC). The world's leading semiconductor company has seen its stock price double this year, with plenty of momentum on its side.Going from a $500 billion company to a $1 trillion company is no small feat, but that's exactly what TSMC has managed to do this year. It joins an elite club c ...