Although technology juggernaut Nvidia Corp NVDA invariably commands the spotlight for all things AI-related, traders may first look to chip foundry Taiwan Semiconductor Manufacturing Company Ltd. TSM for clues regarding sentiment for the broader innovation ecosystem. That's mainly because the contract manufacturing specialist is scheduled to disclose its third-quarter earnings report next week.Wall Street anticipates Taiwan Semiconductor — which is commonly abbreviated as TSMC — to post earnings per share o ...

According to a report by Morgan Stanley analysts, TSMC (TSM, Financial) is expected to sustain a compound annual growth rate (CAGR) of 15%-20% over the next five years. This growth is propelled by increasing demand for AI chips and outsourced business from integrated device manufacturers.In the fourth quarter, TSMC's gross margin is projected to slightly increase to 55.5% from the previous quarter's 55%, driven by robust demand for AI chips and an increase in the production of Apple's 3nm chips. Following a ...

Analysts at Morgan Stanley predict that Taiwan Semiconductor Manufacturing Company (TSM, Financial) could continue achieving a compound annual growth rate (CAGR) of 15%-20% in revenue over the next five years. This growth is primarily driven by the rising demand for artificial intelligence (AI) chips and outsourcing by integrated device manufacturers.The analysts expect TSMC's gross margin to increase slightly from 55% in the third quarter to 55.5% in the fourth quarter, spurred by robust demand for AI chip ...

Enthusiasm about chip companies has moderated lately, but Taiwan Semiconductor Manufacturing (NYSE: TSM ) ( OTC:TSMWF ) is set, in my opinion, for a very strong earnings release on October 17, 2024. The chip manufacturer likely saw record demand for chip production capacity in itsAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not ...

TSMC (TSM) ended the recent trading session at $184.51, demonstrating a +1.85% swing from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.96%. On the other hand, the Dow registered a loss of 0.94%, and the technology-centric Nasdaq decreased by 1.18%.The chip company's stock has climbed by 15.52% in the past month, exceeding the Computer and Technology sector's gain of 7.35% and the S&P 500's gain of 4.3%.The investment community will be closely moni ...

Taiwan Semiconductor Manufacturing Company (TSM, Financial) saw its stock rise over 1.7% to $184.3. The increase comes on the heels of a major breakthrough in its 2nm process technology, which will incorporate Gate-all-around FETs transistor technology for the first time. This new N2 process is expected to offer a 10% to 15% performance boost at the same power levels, or reduce power consumption by 25% to 30% at the same frequency, compared to the current N3E process.The price of TSMC's 300mm 2nm wafers mig ...

Taiwan Semiconductor (NYSE: TSM ) has benefited from the huge surge in semiconductor demand due to the exponential growth of the Artificial Intelligence industry. Even though the company's financial performance stagnated in 2023, TSM's has continuously surpassed expectations in 2024. EverWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessi ...

Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn moreAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no ...

TSMC has high power usage, and Taiwan's tight electricity supply will test its chip production.Taiwan's sluggish electricity growth challenges the semiconductor industry's expansion.TSMC aims for net zero emissions by 2050, but renewable energy growth faces hurdles. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a perso ...

An undergraduate student who is enthusiastic about Equity Research. I consider myself a long-term investor. I identify great growth businesses trading at a reasonable price or companies trading at a significant discount relative to their fair value. I gain inspiration from legendary investors like Warren Buffett and Peter Lynch for Value Investing.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote ...