TSMC Q1: Excellent Results, Strong Buy (Rating Upgrade)

Taiwan Semiconductor Manufacturing Company aka TSMC reported strong Q1 earnings, benefiting from AI demand and a robust market position, making it a Strong Buy despite geopolitical risks. TSMC's Q2...

TSMC Has Finally Become Dirt Cheap Following Its Q1 Results (Upgrade)

I am upgrading TSMC to a "Strong Buy" due to its unbeatable moat, solid pricing power, and fantastic Q1 FY2025 performance. TSMC reported Q1 FY2025 revenue of ~$25.53 billion (+35.3% YoY) and dilut...

Kunst: Taiwan Semi is almost impossible to replicate in the short term

Sarah Kunst, Managing Director at Cleo Capital, explains why Taiwan Semi remains vital amid trade tensions, warns of chip sector volatility, and highlights Alphabet as a promising long-term tech play.

TSMC Stock Rises as Chipmaker's Results Top Estimates, Firm Sticks With Outlook

U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. (TSM) rose in premarket trading Thursday after the world's largest contract chip manufacturer reported first-quarter results that topped...

TSMC's US fabs are a win for 'everyone', from US to Taiwan, says analyst

Daniel Heyler, senior strategist at EFM Asset Management, talks about what his concerns regarding Taiwan Semiconductor, Intel, and the chip sector as a whole – and why he's watching for earnings ex...

TSMC says tariffs haven't changed customer behavior as profit booms 60%

Taiwan Semiconductor Manufacturing Co., the contract microchip manufacturer for Nvidia, Apple and AMD, said it hasn't seen a change in customer behavior after a quarter in which surging artificial-...

TSMC Reports Another Earnings Beat Under Cloud of Tariff Worries

The world's largest contract chip maker's profit jumped 60% to 361.56 billion New Taiwan dollars in the first quarter, beating the NT$351.65 billion consensus estimate of analysts in a FactSet poll.

TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth

TSMC's reported net income increased 60.3% from a year ago to $361.56 billion New Taiwan dollars, while net revenue in the March quarter rose 41.6% from a year earlier to NT$839.25 billion. The com...

TSMC Q1 profit surges 60%, beats forecasts

TSMC , the world's largest contract chipmaker, posted a 60% jump in first-quarter net profit on Thursday, beating market forecasts as it benefited from surging demand for semiconductors used in art...

Should Investors Buy Taiwan Semiconductor (TSM) Stock as Q1 Earnings Approach?

Responsible for 50% of the world's semiconductor chip components, Wall Street will be paying close attention to Taiwan Semiconductor's (TSM) Q1 results on Thursday, April 17.

TSMC Q1 Preview: A Moment To Bet Big On The Base Layer Of AI

TSMC's 14% price drop since my last analysis offers deep value amid strong Q1 growth, resilient margins, and AI-led demand. U.S.-led trade realignment favors TSMC as China share declines; geopoliti...

TSMC: Deeply Discounted AI Buy

TSMC: Deeply Discounted AI Buy

TSMC first-quarter profit likely soared but Trump policies cloud outlook

TSMC , the main global producer of advanced chips used in artificial intelligence applications, is set to report a 54% leap in first-quarter profit on Thursday, though is also likely to flag risk f...

Billionaire Philippe Laffont Just Loaded Up on My Favorite Artificial Intelligence (AI) Stock

The latest round of 13F filings is out, which means investors can see what billionaire hedge fund managers have been doing with their money. One firm I follow is Coatue Management, run by billionai...

Here's Why TSMC (TSM) Is a Great 'Buy the Bottom' Stock Now

TSMC (TSM) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a tren...


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