TSMC: Valuation Lags Behind The Fundamental Rally
TSMC delivered a strong 2Q FY2025 beat and raised its full-year revenue outlook, driven by robust AI demand and resilient economy. Management hasn't seen any major changes in customer behavior or s...
TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?
My high-conviction bullish view on Taiwan Semiconductor Manufacturing Company Limited aka TSMC has reaped great rewards. But after Q2 FY25 results, I am not as enthusiastic now. TSMC is seeing red-...
TSMC: A No Brainer Long-Term Investment
TSMC delivered strong Q2 results with accelerating revenue growth, improved profitability, and raised full-year guidance, highlighting robust demand for AI and HPC chips. Expansion in the US, espec...
Forget the Hype—TSMC Is the AI Stock That Actually Delivers
One of the longer-term booms in the stock market right now is right at the center of the technology sector, as the space is responsible for most of the returns now in the S&P 500 and Nasdaq-100 ind...
TSMC just hit a $1 trillion market cap. These 5 companies could be next
Last week, Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), also known as TSMC, crossed an important psychological threshold for investors. The Taiwanese company surpassed a $1 trill...
AI-propelled TSMC joins trillion-dollar ranks as first Asian member outside Silicon Valley
A new member has entered the world's exclusive trillion-dollar club - and this time it is not a Silicon Valley giant. Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) closed above a $1 trilli...
Taiwan Semiconductor: Is Now the Time to Buy Into TSMC's AI-Driven Growth?
Taiwan Semiconductor (TSMC) has surged over 300% from its 2022 low, driven by record-breaking earnings and soaring demand for AI chips, and is positioned for further growth in 2025.
TSMC Stock: Why I Have No Plans To Sell
TSMC dominates AI chip manufacturing with over 90% market share, leveraging advanced technology and strong customer relationships with Nvidia, Apple, and AMD. Stellar Q2 results highlight robust AI...
TSMC: The Only AI Fab Game In Town
Taiwan Semiconductor Manufacturing Company Limited delivered strong Q2 results, beating earnings estimates and showcasing robust revenue growth driven by soaring AI chip demand. Margin expansion hi...
Taiwan Semi Stock Rises 2.1% After Key Trading Signal
Alert confirms a reversal in early weakness in TSM
TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips
Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going ...
Chips analyst sees higher margins for TSMC despite currency headwinds
Kevin Wang, Semiconductor Analyst at Mizuho Securities, discusses TSMC's latest Q2 earnings and explains why the world's biggest contract chipmaker is still poised for higher profits down the road.
TSMC: Growth Moderation Ahead, But Still A Buy (Rating Downgrade)
Taiwan Semiconductor Manufacturing Company Limited delivered outstanding Q2 results, with revenue up 44.4% YoY and significant margin expansion, reflecting robust demand and pricing power. TSMC's l...
TSMC: The Bull Run Has Only Just Begun
Demand for AI and HPC chips is relentless. Taiwan Semiconductor Manufacturing Company Limited is growing at a rate of 30%, which is unusual for a company that brings in $30B in revenue per quarter....
Downey: Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks
Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip.
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