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 Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

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

QUALCOMM

Skyworks Solutions

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Semiconductor stocks and the companies they represent are ready for big things in 2024. One research firm claims that 2024 will kickstart a prolonged 20% CAGR trend next year, with artificial intelligence and vehicle-centric utility leading the way.

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Intel

Taiwan Semiconductor Manufacturing (TSMC) is the dominant global champion of semiconductor manufacturing, serving major companies like NVIDIA, Apple, and AMD. Intel, once the dominant company in the semiconductor space, lost its position when Apple started making its own chips, resulting in a decline in profit. TSMC remains the better company with higher revenue and earnings growth, while Intel's cheap valuation and government support make it worth considering.

TSMC Vs. Intel: Only 1 Can Win

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Alphabet

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2024 is shaping up to be very similar to 2023 for artificial intelligence. Overall, enterprises continue to be very optimistic about the potential of AI, in particular generative AI.

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Taiwan Semiconductor Manufacturing Co. (TSMC) said its Chairman Mark Liu will retire in 2024, after leading the company through a worldwide chip shortage that thrust TSMC into a geopolitical tussle between China and the U.S.

TSMC Leadership Reshuffle: Chairman Steps Down As CEO Takes Over

The chairman of Taiwan's semiconductor giant TSMC, Mark Liu, will retire from the company next year, the firm announced Tuesday.

Chairman of Taiwan chip giant TSMC to retire next year

Taiwan Semiconductor Manufacturing Company Chairman Mark Liu plans to retire in 2024, the company said in a statement Tuesday.

TSMC Chairman Mark Liu to retire in 2024, CEO recommended as successor

TSMC, the world's largest contract chipmaker, said on Tuesday its board had recommended current CEO and Vice Chairman C.C. Wei succeed Mark Liu who will be retiring next year as chairman, offering continuity to the major Apple supplier.

TSMC to promote from within after chairman retires next year

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Generative AI is a widespread theme in my 2024 picks. There are multiple stocks valued at a discount to their historical average.

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Across all stock sectors and subtypes, few were hit harder this year than emerging market stocks. The iShares Emerging Market ETF (NYSEARCA: EEM ) dropped nearly 50% between its post-pandemic high and October 2022 before squeaking out a meager 3% return this year.

3 Emerging Market Stocks to Ride the Next Bull Run

TAIPEI, Taiwan--(BUSINESS WIRE)-- #China--TrendForce forecasts that Taiwan's global semiconductor foundry capacity share will decrease to 41% by 2027.

China and US Bolster Semiconductor Independence as Taiwan's Foundry Capacity Share Projected to Decline to 41% by 2027, Says TrendForce

ASML Hld

Both Taiwan Semiconductor and ASML are at risk if China makes a wrong move. ASML's machines allow Taiwan Semiconductor to make chips.

2 Phenomenal Chip Stocks to Buy in 2024

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As 2024 unfolds, the spotlight falls on identifying the next trillion-dollar stocks. This elite club, currently consisting of six corporate giants at this time, symbolizes financial might, market influence, and innovative prowess.

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Kulicke & Soffa Industries

Taiwan Semiconductor shows promise of rebounding growth in 2024, driven by rising chip demand and technological advancements. Kulicke and Soffa presents a valuable opportunity with its advanced packaging technologies for AI accelerators.

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Taiwan Semiconductor Manufacturing supplies chips to several critical companies. Adobe's new generative AI products will give it a solid business boost.

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The comments suggest robust growth for AI semiconductors.

TSMC CEO Predicts Big AI Chip Demand

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Emerging economies are undoubtedly a good alternative to consider when making investments.  By investing in emerging markets stocks, we can obtain exponential returns due to the great capacity for growth that these companies can have within these developing economies.

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C3.ai

Sam Altman returning as CEO of Open AI this past week has refocused many investors on the sector. With so many eyes on how this industry leader will continue to move on and expand after this drama, we wanted to reassess the top AI stocks for December.

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In the most recent trading session, TSMC (TSM) closed at $97.85, indicating a +1.2% shift from the previous trading day.

Why the Market Dipped But TSMC (TSM) Gained Today

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With 2023 almost behind us, investors are looking ahead to 2024. There have been some exciting trends that have emerged this year.

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TSMC's dominance in semiconductor technology is supported by its leads in advanced nodes like N3 and N5. The strategic focus on R&D for N3, N2, and beyond, emphasizing energy efficiency and performance, aligns with long-term industry leadership goals. Challenges in certain segments are balanced by proactive strategies, including partnerships (Intel collaboration) and addressing market fluctuations.

TSMC: The Road To $145

The world's largest contract chipmaker still has a bright future.

News for Taiwan Semiconductor Manufacturing Stock (TSM)