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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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.

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Cost of revenue

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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

Apple's new AI features rely entirely on its own silicon chip designs. A strong upgrade cycle could result in more orders for one of Apple's big suppliers.

Apple's New Artificial Intelligence (AI) Features Could Push This Semiconductor Company to a $1 Trillion Valuation

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Taiwan Semiconductor Manufacturing Co TSM will hold a press conference on July 18.

Taiwan Semiconductor's Expansion in AI and 2nm Technology Set to Boost Future Growth, Analyst Says

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Along with Nvidia (NASDAQ: NVDA ) the hardware company that has benefited most from the artificial intelligence trend is arguably Taiwan Semiconductor (NYSE: TSM ). If you feel that you've missed out on the rally in Taiwan Semiconductor stock, think again as there's no limit to how high this stock can go.

The Next Nvidia? Why Taiwan Semiconductor Could Double Your Money by 2024

Taiwan Semiconductor Manufacturing benefits from the growing demand for advanced chips used in data centers and for training AI models. Microsoft is gaining share of the cloud computing market as enterprise demand for AI services continues to grow.

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The semiconductor sector has been a standout performer in 2024, but recent trends suggest that its momentum might be slowing. So, let's examine the overall state of the sector, focusing on the Van Eck Semiconductor ETF NASDAQ: SMH and two leading names: NVIDIA NASDAQ: NVDA and Taiwan Semiconductor Manufacturing Company NYSE: TSM.

NVIDIA and TSM Stock: Is Semiconductor Sector Momentum Slowing?

TSMC is poised to capture a significant share of AI-driven value accumulation within the semiconductor industry, a trend that should extend for a few years. As the world's leading foundry service provider, TSMC is benefiting from a multi-year shift towards increased semiconductor content in mobile devices and cloud centers. TSMC's AI revenues are expected to increase from less than $5 billion in 2021 to over $30 billion by 2027.

TSMC: Strategic Alliances Lift Stock To New All-Time Highs

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NVDA's recent beat and raise performance has further buoyed multiple generative AI stocks, TSM included, with the latter running away from its 50/ 100/ 200 day averages. This is further aided by the foundry's projected price hikes from 2025 onwards, with the fully booked 3nm capacity underscoring its robust intermediate term prospects. Even so, with a capacity glut potentially occurring from 2025/ 2026 onwards as multiple foundries ramp up productions, we urge readers to temper their intermediate-term expectations.

Taiwan Semiconductor's Price Hikes Are Here - Bullish Prospects Ahead

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TSMC is responsible for around 90% of AI chip manufacturing. AI-related revenue could be around 20% of TSMC's total revenue in five years.

Halfway Into 2024, Taiwan Semiconductor Manufacturing Remains the Most Underrated AI Stock. Here's Why.

VanEck Vectors Semiconductor ETF

Is the AI rally over for Nvidia (NASDAQ: NVDA )? The dominant AI chipmaker has fallen 10% from its all-time high and has now slipped back to the third most valuable stock on the market behind Microsoft (NASDAQ: MSFT ) and Apple (NASDAQ: AAPL ).

Too Late to Buy Nvidia? 3 Stocks to Double Down on Instead.

If there really is a “new industrial revolution” underway, then investors will want to buy Taiwan Semiconductor Manufacturing (NYSE: TSM ) now. This is the top picks-and-shovels play for AI chip stocks and it offers a compelling growth opportunity.

Taiwan Semiconductor Stock Alert: Buy This Picks-and-Shovels AI Play Now!

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Taiwan Semiconductor pays out a little more than a third of earnings as a dividend, yielding 1.05% today. While growth was mild in 2023, the dividend is poised to grow 20% this year.

What Is the Dividend Payout for Taiwan Semiconductor Manufacturing?

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The demand for TSMC's chip manufacturing capabilities is increasing as more chipmakers are looking to cash in on the AI boom. Stronger earnings growth and healthy spending on AI chips over the next decade are going to be tailwinds for this foundry giant.

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News for Taiwan Semiconductor Manufacturing Stock (TSM)