Taiwan Semiconductor Manufacturing Company (TSM) , the world's largest semiconductor foundry and also known as TSMC, last week delivered another stellar earnings report for the third quarter of 2024. Beating expectations yet again, TSMC continues to solidify its leadership in the advanced chip industry, cementing its position as a long-term winner.With solid growth across key financial metrics and increasing demand for its cutting-edge technology, the question remains: Should you buy TSM stock?The answer le ...

[Table_StockNameRptType] 台积电（TSM） 公司点评 | --- | --- | --- | |-----------------------------------------------------------------------------------|------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

$1 trillion may be just a milestone in this company's continued growth amid the AI boom.Nvidia (NVDA 0.78%) flew into the $1 trillion club in May 2023 as it capitalized on growing spending on artificial intelligence. The chipmaker has gone on to increase more than three-fold in value since, becoming the second most valuable company in the world, behind only Apple.The rest of the $1 trillion club is full of some of Nvidia's biggest customers, the "hyperscalers" building out massive data centers for training ...

海 外 研 究 | --- | --- | |-------------------------------------------------|------------| | | | | ＃市场 ma 数 rk 据 etData ＃ | | | 日期 | 2024/10/18 | | 收盘价（美元） | 200.78 | | 总股本（百万股） | 5,187 | | 流通股本（百万股） | 5,187 | | 净资产（百万元新台币） | 4,021,922 | | 总资产（百万元新台币） | 6,165,658 | | 每股净资产（元新台币） | | | 数据来源： iFind ，兴业证券经济与金融研究院整理 | 775.43 | 公 司 点 评 报 告 投资要点 ＃summary＃ Q3 业绩超预期，2024 年收入指引上修。公司 24Q3 营收 7597 亿元新台币 （YoY+39.0%，QoQ+12.8%），一致预期 7506 亿元新台币，归母净利润 3253 亿元新台币（YoY+54.2%，QoQ+31.2%），一致预期 2984 亿元新台币，业 绩、盈利超预期得益于晶圆出货量、平均价格齐升，其中， ...

When I last covered Taiwan Semiconductor Manufacturing Company (NYSE: TSM ) on October 9th, 2024 with “ TSM: Buy Before Earnings ”, the stock was attempting to recover from significant declining losses of nearly -10% that unfolded during a periodAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek ...

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

This chip manufacturer sees a bright future for AI.Nvidia (NVDA 0.78%) dominated the artificial intelligence boom thus far, and it's easy to see why.The company has a monopoly-like share of the data center GPU market with an estimated 98% in 2023. Those are the components that cloud hyperscalers like Amazon and Microsoft and AI start-ups like OpenAI depend on to run intensive generative AI applications like ChatGPT. Demand continues to outstrip supply for its chips, and its new Blackwell platform is already ...

Mid-October brought a flurry of earnings results from major semiconductor firms like Taiwan Semiconductor Manufacturing Co. NYSE: TSM and ASML Holding N.V. NASDAQ: ASML, plus reports from several big banks, Netflix Inc. NASDAQ: NFLX, American Express Co. NYSE: AXP, and many others. This quarterly check-in allows investors to gauge how these and other firms have performed over the last several months. As always, investors have watched to see whether there are any surprises, including top- or bottom-line perf ...

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. ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest contract chipmaker, continues to make waves in the semiconductor industry with its remarkable performance in the third quarter of 2024.The company reported a year-over-year profit surge of 54%, further cementing its leadership in the global market. Currently trading at $201.4, with a 6% gain over the last five days, TSMC’s robust earnings and strategic partnerships are fueling its rise.TSMC five-day price chart. Source: Google Finan ...