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 ...

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. ...

The logo for Taiwan Semiconductor Manufacturing Company is displayed on a screen on the floor of the New York Stock Exchange on Sept. 26, 2023. Taiwan Semiconductor Manufacturing Company has denied that the U.S. was investigating its dealings with Chinese tech company Huawei, following reports that its chips were found in the Shenzhen-based firm's products. "TSMC is a law-abiding company and we are committed to complying with all applicable rules and regulations, including applicable export controls," a com ...

浦银国际研究 浦银国际 公司研究 台积电 （2330. T T/TSM.US） 公司研究 | 科技行业 台积电（2330.TT/TSM.US）：三季度毛 利率超市场预期，AI 强劲需求将带动 四季度毛利率提升 上调台积电 2024 年、2025 年盈利预测，并上调台积电（2330.TT）目 标价至 1,273.5 新台币，潜在升幅 17%，上调台积电（TSM.US）目标 价至 228.8 美元，潜在升幅 13%，均维持"买入"评级。 重申台积电的"买入"评级：台积电，作为全球晶圆龙头，充分享受 本轮 AI 浪潮中供应端算力的增量红利。而且，得益于先进制程的领 先地位，台积电几乎覆盖了跟 AI 相关的全部需求。我们看到公司今 年 AI 相关产品需求持续旺盛。在本次三季度业绩会上，台积电再次 上调全年收入增速指引至接近 30%，上调全年资本开支至略高于 320 亿美元。这也表明台积电仍处在半导体周期上行阶段。我们预计公司 2024 年、2025 年盈利将同比增长 36%、33%，对应 2024 年、2025 年 市盈率为 28.6x、21.5x，对应 EV/EBITDA 为 16.5x、13.2x。我们重申 对台 ...

证 券 研 究 报 告 台积电（TSM）2024Q3 业绩点评及法说会纪要 会议时间：2024 年 10 月 17 日 FY24Q3 业绩指标全线超预期，先进制程需求强劲 会议地点：线上 ❖ 事项： 2024 年 10 月 17 日台积电发布 2024 年 Q3 季度报告，并召开业绩说明会。 2024Q3，公司实现营收 7596.9 亿新台币/235 亿美元，美元计价同比增长 36%， 环比增加 12.9%；毛利率为 57.8%，同比提升 3.5pct，环比提升 4.6pct。 ❖ 评论： 1. 业绩总览：24Q3 实现营收 7596.9 亿新台币/235 亿美元（美元计价： QoQ+12.9%，YoY+36%），超出指引上沿（此前指引为 224~232 亿美金）；环 比增长主要得益于智能手机和人工智能相关行业对 3nm 和 5nm 先进制程的强 劲需求；24Q3 实现毛利率 57.8%（QoQ+4.6pct，YoY+3.5pct），超出指引上沿 （前期指引为 53.5%~55.5%），主要受益于产能利用率的提高以及成本优化。 24Q3 实现归母净利润 3252.6 亿新台币（QoQ+31.2%，YoY+54 ...

I last discussed Taiwan Semiconductor Manufacturing (NYSE: TSM ), also known as TSMC, on November 28, 2023, giving it a strong buy. My reason for making that recommendation at the time was a belief that its largest end markets would bounce backI 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 t ...

The GPU market is projected to eclipse $1 trillion by the next decade, according to Precedence Research.You may have heard that semiconductor stocks such as Nvidia have ballooned in value over the last couple of years, and do you know why? The answer is actually quite simple. Nvidia develops chipsets known as graphics processing units (GPUs), which are a critical piece of infrastructure used in generative AI. Nvidia is widely regarded as one of AI's most influential players, and has amassed an estimated 88% ...

The stock's valuation has risen, but its outlook remains bright.Shares of Taiwan Semiconductor Manufacturing (TSM 0.58%), or TSMC for short, climbed higher after the semiconductor contract manufacturer reported strong third-quarter results and offered an upbeat outlook. The stock has now about doubled year to date.With its strong performance this year and recent jump in share price, investors may be wondering if it is too late to buy the stock.Let's take a closer look at TSMC's most recent quarter and deter ...

TSMC just crossed the trillion-dollar mark. You can't talk about artificial intelligence or chip stocks without talking about Taiwan Semiconductor Manufacturing (TSM 0.58%), or TSMC as it's also known. The company invented the pure-play foundry business model in 1987, meaning it manufactures chips only for other chip companies rather than its own designs, and it's the dominant player in that industry today. Its market share of contract chip manufacturing is estimated at around 60%, and it makes roughly 90% ...

Taiwan Semiconductor Manufacturing Company Limited aka TSMC (NYSE: TSM ) reported earnings last week to great fanfare, as the stock added a 5+% rally on top of a share price that has already more than doubled over the To follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my fi ...