BING-JHEN HONG TSMC's Leadership Is Undisputed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's foremost foundry for advanced semiconductor manufacturing. As a result, the Taiwan-based foundry dominates manufacturing for the leading process nodes with a market share of more than 90%. It directly competes against Intel (INTC) and Samsung (OTCPK:SSNLF), although TSMC's foundry leadership is undisputed. I last updated TSMC investors in April 2024. I downgraded the stock to a Ho ...

hapabapa On the 18th of July, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) (OTC:TSMWF), the principal foundry for both NVIDIA (NVDA) and AMD (AMD) chips, announced its Q2 results. At 673.51 billion New Taiwan dollars (NT$) in revenue versus expectations of NT$657.58 billion and a net income of NT$247.85 billion versus an expectation of NT$238.8 billion, it could be argued there is cause for cheer. However, an increasing number of investors have concerns for the sector as a whole. Trend Drilldow ...

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. ...

solarseven Chip companies have seen massive selling pressure in the last several days with names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM). However, TSMC reported strong financial results for its last quarter on Thursday which were overshadowed by the ensuing sell-off in the chip sector. TSMC benefited from ramping AI demand, with its revenues soaring 32.8% Y/Y and the company reporting gross margins that came in ahead of guidance. Given the recent ...

Loading...Loading...Needham analyst Charles Shi reiterated a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $210.Shi said Taiwan Semiconductor reported fiscal 2024 second-quarter results, with revenue of $20.82 billion and earnings per ADS of $1.48, beating consensus estimates on both the top and bottom lines.Taiwan Semiconductor’s performance can be attributed to strong demand for both the 3nm and 5nm nodes, which contributed 15% and 35% of total wafer revenue for the quarte ...

TSMC (TSM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing e ...

Taiwan Semiconductor Manufacturing NYSE: TSM, known by the acronym TSMC, is the world’s second-largest company in the semiconductor industry. Let’s examine TSMC's operations and review the company’s earnings release. We will conclude by examining the market reaction and what to watch for going forward.Get Samsung Electronics alerts:TSMC: Dominating the Advanced Logic Chip MarketTaiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$171.87 +0.67 (+0.39%) 52-Week Range$84.01▼$193.47Divi ...

Is the recent sell-off in the stock overdone?Shares of Taiwan Semiconductor Manufacturing (TSM 0.39%), or TSMC for short, didn't accelerate higher Thursday despite the semiconductor contract manufacturer reporting strong second-quarter results and lifting its guidance. Reports of tougher export restrictions on semiconductors coming from the U.S. government and comments from presidential candidate Donald Trump weighed on the stock.Let's take a closer look at TSMC's most recent results and whether now is a go ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) surpassed revenue and profit expectations in the second quarter due to demand for advanced chips in artificial intelligence (AI) applications. TSMC reported revenue of NT$673.51 billion ($20.82 billion), exceeding the expected NT$657.58 billion, and net income of NT$247.85 billion, higher than the anticipated NT$238.8 billion. Compared to a year ago, net revenue rose by 40.1%, and net income increased by 36.3%. The firm had projected second-quarter reve ...

国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 股 票 研 究 [Table_Market] 证 券 研 究 报 告 [Table_Industry] 海外信息科技 台积电(TSM.US)[Table_Invest] 评级: 增持 [当前价格 Table_CurPrice] :(美元) 171.20 [Table_Date] 2024.07.19 需求强劲、指引积极,继续保持乐观 ——台积电 FY24Q2 业绩点评 | --- | --- | --- | |-----------------|---------------------------|----------------------| | [table_Authors] | 秦和平(分析师) | 李奇(分析师) | | | 0755-23976666 | 0755-23976888 | | | qinheping027734@gtjas.com | liqi028295@gtjas.com | | 登记编号 | S0880523110003 | S088052306000 ...