Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and Development Expenses

Sales, General and Administrative Expenses

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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TSMC reports solid 2022 growth despite Q4 revenue dip

TSMC's Q4 2022 performance showcased revenue decline but improved gross margins, with strong full-year growth and positive EPS and ROE.
Challenges include a forecasted revenue decline in Q1 2023, inventory corrections, and market uncertainties.
Opportunities lie in strong demand for advanced technologies, global expansion plans, and strategic capacity building.
TSMC's strategic focus on innovation, pricing, and customer collaboration positions it for long-term success amidst industry challenges.

TSMC reports Q1 revenue decline but eyes recovery with N3 technology

TSMC faced revenue decline in Q1 but expects recovery with new products and N3 technology utilization.
Challenges include CapEx reduction concerns, U.S. CHIPS Act alignment, and overseas operational costs.
Opportunities lie in AI data center growth, revenue expansion, and strategic partnerships for competitiveness.
Overall, TSMC's performance metrics remain strong, with a focus on sustainable growth and global expansion.

TSMC reports Q2 revenue decline, focuses on AI opportunities

TSMC faces revenue challenges amidst global economic conditions but maintains financial strength and invests in advanced technologies. The company sees opportunities in AI applications and global expansion, aiming to address market demands.

TSMC reports robust Q3 earnings, eyes growth in automotive and AI sectors

TSMC's Q3 2023 showcased strong financial performance, technology leadership, and a commitment to innovation amidst industry challenges.
While facing cost pressures and demand fluctuations, TSMC remains optimistic about growth opportunities in automotive, AI, and emerging technologies.
The company's strategic focus on expanding capacity, improving utilization, and collaborating with customers positions TSMC for continued success in the semiconductor market.
With a solid financial foundation, diverse revenue streams, and a forward-looking approach, TSMC is poised to navigate industry dynamics and capitalize on evolving market trends.

TSMC reports strong Q4 earnings, eyes AI growth and global expansion

TSMC's Q4 2023 performance reflects revenue growth and margin changes, driven by AI applications and diversified revenue streams.
The company faces challenges in managing gross margin and strategic decisions amidst industry dynamics.
Opportunities lie in AI-related revenue growth, global expansion, and tapping into new markets with advanced technologies.
TSMC's customer-centric approach to technology decisions and focus on profitability are key strengths for future growth.

TSMC reports Q1 revenue decline, eyes AI growth opportunities

TSMC's Q1 2024 showed revenue decline but strong cash flow and guidance.
Focus on N2 technology, AI processors, and global expansion for growth.
Challenges include margin impact from earthquake and technology conversion.
Opportunities lie in AI growth, N2 revenue, and customer-driven innovations.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Taiwan Semiconductor got approval for an additional $7.5 billion investment in Arizona. The plant will continue a large diversification push for Taiwan Semiconductor.

Why Taiwan Semiconductor Shares Rose 4.1% Today

TSMC leads the global foundry market with advanced 3nm, 5nm, and 7nm technologies; 2nm and A16 processes will secure long-term market leadership. Capacity utilization is expected to rise in H2 FY24, boosting near-term growth; a one-year target price of US$200 per share is set. Potential UAE expansion and U.S. manufacturing facilities will drive long-term growth; TSMC is well-positioned to gain market share in advanced electronics and AI.

Taiwan Semiconductor: 2nm And A16 Leading The Foundry Game; Initiate With 'Buy'

TSMC (TSM) closed the most recent trading day at $174.76, moving +0.39% from the previous trading session.

TSMC (TSM) Laps the Stock Market: Here's Why

TSMC is setting up maufacturing facilities both in UAE and Germany in order to reduce the risk posed by geopolitica tensions.

Can TSMC diversify manufacturing amid geopolitical tensions?

Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics reportedly have been considering building large new chip-making factories in the United Arab Emirates amid surging demand for artificial intelligence (AI) computing.

TSMC, Samsung Reportedly Mulling UAE Chip Megafactories

Taiwan Semiconductor continues to dominate advanced semiconductor manufacturing. However, geopolitical tensions may prevent it from rising to the valuations of its clients.

Is Taiwan Semiconductor Stock Still a Buy?

This company is "a unique play in Europe on the Nvidia/AI supply chain," Jefferies investment bank said in a research note.

The Next Nvidia Could Be This Unsung AI Stock. A Big 42% Gain Is on the Radar.

The chip makers could build huge complexes in the UAE costing over $100 billion.

Samsung, TSMC Discuss Chip Megafactories in the Middle East, Report Says

Global chip giants Taiwan Semiconductor Manufacturing Co. and Samsung Electronics have been in talks with the United Arab Emirates to explore building megafactories in the Middle East, Wall Street Journal reported Sunday, citing people familiar with the interactions and strategies. Under the initial terms discussed in the meetings, they would be largely funded by the UAE.

TSMC and Samsung in talks with UAE to build chip megafactories, WSJ reports

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) and Samsung Electronics (KRX:005930) are in talks to establish large chip factories in the United Arab Emirates to meet the growing demand for artificial intelligence technology, The Wall Street Journal reported. TSMC executives recently visited the UAE to discuss a potential plant complex similar to their advanced facilities in Taiwan.

TSMC and Samsung reportedly eye UAE as potential site for chip factories

Chip-making titans Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. are considering building major factories in the United Arab Emirates to help fill future demand for artificial-intelligence chips, the Wall Street Journal reported Sunday.

TSMC, Samsung reportedly consider building huge chip factories in UAE

TSMC and Samsung Electronics have discussed building huge factory complexes in the United Arab Emirates that could transform the chip industry in the coming years, the Wall Street Journal reported on Sunday.

TSMC and Samsung discuss building middle eastern megafactories, WSJ reports

Potential projects in the United Arab Emirates could be worth more than $100 billion, though major hurdles remain.

Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories

NVIDIA

Nvidia has seen demand for its GPUs skyrocket, leading to phenomenal revenue and profit growth. One company is behind Nvidia's success, and CEO Jensen Huang said it's the best in the industry.

Nvidia's CEO Just Explained Why This Is the Artificial Intelligence (AI) Chip Stock to Own

TSMC's first European fab in Germany, co-owned with Bosch, Infineon, and NXP, will focus on automotive and industrial chips, with production starting in 2027. Partnerships with Samsung and SK Hynix aim to leverage TSMC's expertise, enhancing faster processing speeds. Silicon photonics, which could be critical to AI and data centers, is a key focus, with the SiPHIA alliance setting industry standards for future growth.

TSMC: The World's Most Important Company Remains Undervalued

Spending on cloud infrastructure has jumped. TSMC is the biggest third-party manufacturer of semiconductors in the world.

1 Favorable Trend That Explains the 99% Increase in Taiwan Semiconductor's Stock Price

Taiwan Semiconductor's is the go-to chipmaker for companies like Nvidia and Apple. Its next-generation 2-nanometer chips could spark further huge demand.

Opinion: This Is the Best Artificial Intelligence (AI) Stock to Buy Right Now

ARM Holdings PLC

Broadcom

The Federal Reserve lowered interest rates by 50 basis points yesterday. The move should favor increased investment in artificial intelligence (AI) infrastructure.

Why Artificial Intelligence (AI) Stocks Broadcom, TSMC, and Arm Holdings Were Moving Higher Today

Micron Technology

Super Micro Computer

Snowflake

Western Digital

The first rate cut was certain in September but market participants are surprised about its magnitude. Investors must focus on 5 AI giants namely, TSM, SMCI, MU, SNOW, WDC.

5 AI Giants to Watch at Attractive Prices Amid Fed's Big Rate Cut

Semiconductor chips are in high demand thanks to rising interest in artificial intelligence (AI). Nvidia, AMD, and of other companies are enjoying supercharged growth thanks to chip demand.

A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)

Taiwan Semiconductor banks on the growing proliferation of AI and Generative AI on the back of its advanced technologies and robust chip manufacturing capabilities.

TSM Stock Soars 89.8% in a Year: Is it the Right Time to Invest?

Amazon

Microsoft

As the largest public cloud, Amazon is uniquely positioned to benefit from demand for AI infrastructure. Microsoft is monetizing generative AI with software copilots and cloud computing services.

Billionaire Dan Loeb Has 23% of His Portfolio Invested in 3 AI Stocks (Hint: Not Nvidia)

The latest trading day saw TSMC (TSM) settling at $169.08, representing a -1.98% change from its previous close.

TSMC (TSM) Stock Dips While Market Gains: Key Facts

A major Asia-based analyst gave a bearish outlook for the iPhone 16 based on early preorders. However, this may be skewed by the rollout of Apple Intelligence, which won't happen until October.

Why Broadcom, Taiwan Semiconductor, and Arm Holdings Fell on Monday

NVIDIA, Broadcom Apple and Taiwan are included in this Analyst Blog.

News for Taiwan Semiconductor Manufacturing Stock (TSM)