JHVEPhoto/iStock Editorial via Getty ImagesThe TSMC Investment Thesis Taiwan Semiconductor Manufacturing Company (NYSE:TSM) or most commonly referred to as TSMC is the heart of today's economy. This is because semiconductors are now a key part of nearly every type of electronic device, from cars to smart phones. Most people are probably not aware that even appliances like refrigerators depend on this industry, and that the chip shortage affected 169 different industries. It is therefore not surprising t ...

Taiwan Semiconductor Manufacturing Co (TSMC) on Wednesday beat analysts expectations, despite reporting a drop in its revenues, by posting better than expected sales in the final quarter of 2023 amid signs the global slump in the chip market has now reached an end. TSMC 2330, -0.34%, which makes the microchips used in almost all electronic devices, reported Dec. 2023 sales worth NT$ 176.3 billion ($5.7 billion), representing an 8.4% drop compared to the same period in 2022 . The Hsinchu headquartered compan ...

In the latest market close, TSMC (TSM) reached $100.17, with a -1.34% movement compared to the previous day. The stock's performance was behind the S&P 500's daily loss of 0.8%. Meanwhile, the Dow experienced a drop of 0.76%, and the technology-dominated Nasdaq saw a decrease of 1.18%.The chip company's stock has climbed by 5.01% in the past month, exceeding the Computer and Technology sector's gain of 2.11% and the S&P 500's gain of 3.4%.Analysts and investors alike will be keeping a close eye on the perfo ...

Taiwan Semiconductor Manufacturing Company (TSM -0.64%) -- known to many as TSMC -- is the largest semiconductor foundry in the world. TSMC's foundry model, which other semiconductor manufacturers have since adapted, means the company doesn't produce chips for general sale. Instead, companies contract TSMC to make chips to fit their specific needs.TSMC produces chips specifically designed for smartphones, cars, graphics processing units (GPUs), and dozens of other technologies that we use daily. This busine ...

Annabelle Chih Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is a well-run global foundry with a dominating semiconductor manufacturing market share. The company has achieved double-digit top line growth in the last five years and has a strong financial framework in place. Given the strong market leadership in semiconductor design and manufacturing, potential for a rebound in the semiconductor market in FY 2024 and a cheap valuation based off of P/E, I believe the risk profile for TSM is skewed ...

JHVEPhoto Thesis In my earlier article on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), I recommended a hold position, anticipating a potential downturn due to the less-than-ideal state of consumer confidence amidst the economic cycle. Because of that I rated the stock as a hold despite my DCF model projecting a robust 43.8% upside. In this follow-up article, I will reassess TSMC in light of the recent Q3 earnings release, employing two DCF models which propose fair values of $220.1 and $14 ...

IT之家 12 月 29 日消息，根据多方业内消息源透露，台积电今年 12 月给研发团队颁发了特别贡献奖，肯定了员工的辛劳工作。 报道称研发团队所有成员都获得了奖励，6000 元新台币起步，并根据成员的贡献有所不同，最高达到了 10 万新台币（IT之家备注：当前约 23100 元人民币）。 台积电回应称，公司一直秉持“员工是公司最重要的资产”的理念，致力于给予员工一个在同业平均水准以上的薪酬与福利，在兼顾外部竞争、内部公平及合法性的前提下，提供多元并具竞争力的薪酬制度，并秉持与员工利润共享的理念，吸引、留任、发展、激励员工。 台积电近年研发投资稳定成长，公司统计 2022 年研发支出为 1622 亿新台币（当前约 374.68 亿元人民币），同比增长 30.1%，2022 年研发总支出占当年度营收之 7.2%。 截至 2023 年 6 月 30 日，台积电统计，公司研发组织的员工数量约 8700 人，其中 1890 位拥有博士 (PhD) 学位。 不过业内人士认为，台积电本次颁发的特别贡献奖，暗示着台积电在 2nm 工艺上有了新的突破。 台积电去年已开始量产 3nm 芯片，并积极推进包括 2nm、A14（1 ...

No matter what technology you're talking about -- electric vehicles, artificial intelligence, smartphones, or practically any other high technology area -- they utilize a massive amount of chips. As a result, a neutral company like Taiwan Semiconductor Manufacturing Company (TSM 1.26%), also known as TSMC, makes for an excellent investment.It also looks like a great value right now, and buying it now could make you look like a stock-investing genius in 2024.TSMC is seeing the bottom of this chip cycleTSMC i ...

IT之家 12 月 21 日消息，根据 TechNews 报道，台积电位于美国亚利桑那州的 Fab21 工厂目前正处于密集的设备安装调试阶段，而且已经启动了小规模试产线的建设，目前已经获得了 3 家美国客户订单。 图源 Pexels 业内消息人士表示，Fab21 工厂计划在 2024 年第 1 季度开始试生产，主要来自美国客户的订单。 报道称目前台积电 Fab21 工厂的美国客户中，除了英伟达之外，有迹象表明英特尔会将核心计算外包给台积电的 N3B 工艺，并可能会向 Fab21 工厂下订单。 IT之家此前报道，台积电早在 2020 年就宣布在亚利桑那州建设 12 英寸晶圆 Fab21，预计 2024 年第 1 季度开始正式设备安装，2024 年底前正式量产。Fab21 的初始阶段将采用 5 纳米工艺生产，月产能为 20000 片晶圆。 台积电后来将最初的工艺从 5 纳米升级到 4 纳米。然而，由于该地区缺乏熟练的安装工人，台积电将量产开始日期推迟到 2025 年。 此外，该项目的第二阶段目前计划于 2026 年量产，引入 3 纳米工艺。这两个阶段的总投资额为 400 亿美元。 业内消息人士还承认，Fab ...

IT之家 12 月 16 日消息，根据集邦咨询报道，台积电正在积极推进 2nm 工艺节点，首部机台计划 2024 年 4 月进厂。 新竹科学园区管理局长王永壮昨日宣布，竹科宝山一期已建设完成，台积电全球研发中心今年启用。 而宝山二期工程目前正在建设过程中，同时推进台积电 2nm 工艺一厂和二厂，建成之后将成为台积电的第一家 2nm 工艺生产基地，目前各项建设工作进展顺利，首部机台预期将于 2024 年 4 月进厂。 IT之家此前报道，台积电和三星都计划 2025 年开始量产 2nm 工艺芯片，双方的早期争夺战已经打响。 报道称台积电已经向苹果、英伟达等主要客户展示了 2nm 工艺原型测试结果；而三星也跟进推出了 2nm 原型，而且为了吸引英伟达在内的知名客户，将提供了更低廉的价格。 高通的下一代旗舰芯片将采用三星的“SF2”（2nm）工艺。作为去年全球第一家大规模生产 3nm （SF3） 芯片的公司，三星也是采用新型全环绕栅极 （GAA） 晶体管架构的先驱。 广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。 ...