Jim Cramer Says “Taiwan Semi Is a Very Good Company”

Core Insights - Taiwan Semiconductor Manufacturing Company Limited (TSMC) is recognized for its strong performance and leadership in the semiconductor industry, particularly in advanced manufacturing processes [1][2] - The company has raised its fiscal year 2025 revenue growth guidance to 30% year-over-year, driven by robust demand and effective execution across its diversified business [2] Group 1: Company Performance - TSMC's management has indicated a significant increase in revenue growth expectations, forecasting a 30% increase for fiscal year 2025 [2] - The company has demonstrated strong execution and maintained pricing power, resulting in high margins, with recent results exceeding expectations due to favorable currency movements and market conditions [2] Group 2: Market Position - TSMC is currently the sole provider for all leading-edge AI and smartphone manufacturing, a position that is strengthening as competitors like Intel pull back [2] - The lack of competition in the advanced semiconductor space allows TSMC to sustain good margins despite heavy investments in geographical diversification [2]