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

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Margins

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

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Sales, General and Administrative Expenses

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Year over year growth in Revenue and Operating Expenses.

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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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$1 trillion may be just a milestone in this company's continued growth amid the AI boom.

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TSMC's Q3 earnings exceeded expectations with $10.1 billion net income and $23.5 billion revenue, driven by strong smartphone demand and advanced artificial intelligence hardware. I maintain a "buy" recommendation, even though TSMC's forward valuation metrics now favor competitors like Qualcomm, suggesting a need for cautious trading. The stock's recent break above $193.47 is bullish, but RSI nearing overbought territory indicates potential momentum slowdown; wait for retracement opportunities.

Taiwan Semiconductor: Post-Earnings Bull Strategy

TSM is undervalued despite nearing all-time highs, driven by strong AI demand that has helped maintain its 30%+ YoY revenue growth trajectory, significantly exceeding the guided 5-year CAGR. The management sees growing demand for lower nanometer ramps, as 3nm accounts of 20% of revenue mix in 3Q, up from 9% in 1Q FY2024. The company continues to significantly expand its margins, providing a higher sequential margin outlook for 4Q, driven by high utilization rates, but warned some pressure in FY2025.

TSMC: Increased FY2025 Capex Confirms Strong AI Demand

This chip manufacturer sees a bright future for AI.

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Mid-October brought a flurry of earnings results from major semiconductor firms like Taiwan Semiconductor Manufacturing Co. NYSE: TSM and ASML Holding N.V. NASDAQ: ASML, plus reports from several big banks, Netflix Inc. NASDAQ: NFLX, American Express Co. NYSE: AXP, and many others.

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The semiconductor company reported results that ignited investor enthusiasm.

Should Investors Buy Taiwan Semiconductor Stock After Earnings?

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Samsung's $17 billion Texas chip factory faces delays as the company struggles to attract customers. While TSMC continues to dominate the industry, Samsung risks falling further behind.

How difficult is it to take TSMC's market share? Samsung learns the hard way

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, continues to make waves in the semiconductor industry with its remarkable performance in the third quarter of 2024.

AI predicts TSMC stock price for year-end

Take advantage of higher implied volatility as the undercurrent of markets shifts.

Taiwan Semiconductor Stock Today: This Butterfly Trade Comes With A Twist, Could Earn $927

Needham analyst Charles Shi maintained Taiwan Semiconductor Manufacturing Company TSM with a Buy and raised the price target from $210 to $225.

This Bullish Analyst Highlights Taiwan Semi's 3nm Strength and Margin Expansion Potential, Raises Forecast

Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.

TSMC (TSM) Is Up 5.33% in One Week: What You Should Know

TSMC's stock has risen 21.15% since my last buy rating, driven by innovation, industry-leading products, and a loyal client base. TSMC's strong revenue growth, particularly in the AI and smartphone markets, positions it well for long-term growth and value creation for investors. DuPont and EVA analyses highlight TSMC's superior profitability and efficiency compared to Intel, making it a solid investment with strong fundamentals.

TSMC: Great Value For Shareholders And A Bright Outlook, Buy

“TSMC is a law-abiding company and we are committed to complying with all applicable rules and regulations," the company said.

TSMC Says It Complies With Export Controls After Report of U.S. Probe

TSMC's Q3 earnings surpassed expectations, with a 39% Y/Y revenue surge and 54% Y/Y earnings growth, driven by high-performance computing demand. TSMC's AI-driven growth is profitable, with the company managing to translate AI spending into significant earnings and free cash flow growth. The company forecasts $26.1B to $26.9B in Q4 revenue, implying 35% Y/Y growth and potential gross margin expansion.

TSMC Q3: The Ultimate AI Weather Vane

Taiwan Semiconductor Manufacturing Company (TSM) stock gained 9.8% on Oct. 17, 2024, on upbeat earnings.

Buy Taiwan Semiconductor-Heavy ETFs on Upbeat Earnings

Taiwan Semiconductor reported strong Q3 FY24 results, driven by "insane" AI demand, with sales growing 36% y/y, beating expectations. Management expects continued robust AI and smartphone demand, projecting Q4 revenues between $26.1 billion and $26.9 billion, a 35% y/y increase. Taiwan Semi's strong margin profile, with gross margins at 57.8% and operating margins at 47.5%, supports an earnings growth estimate of ~26% for 2025.

Taiwan Semiconductor Q3 Earnings: 'Demand Right Now Is Insane'

Shares in the Taiwan Semiconductor Manufacturing Company shot up nearly 5% on Friday after the world's largest semiconductor-manufacturing plant overshot expectations in the third quarter. TSMC, which is valued north of US$880 billion, offered relief to the broader microchip space after ASML Holdings NV's disappointing results earlier this week.

TSMC leads semiconductor recovery as shares shoot up 5%

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Thursday.

TSMC, Strong Economic Data Push Dow To Fresh Record High: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone

Taipei-listed shares in TSMC hit a record high on Friday after the chipmaker posted forecast-beating third-quarter earnings and predicted a rosy outlook on strong artificial intelligence (AI) demand.

TSMC stock hits new high after posting forecast-beating earnings

Taiwanese chipmaker TSMC said on Friday that it was a law abiding company and committed to complying with laws and regulations, including export controls, following a media report the U.S. government was probing their dealings with China's Huawei.

TSMC says it is a law abiding company, after report of US probe

I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$240 per share, driven by strong AI demand and advanced processes. TSMC's 2nm and A16 processes are key growth drivers, with mass production starting in 2025 and significant adoption expected by Apple for iPhone 18. Q3 FY24 results showed 39% revenue growth, driven by 3nm and 5nm technologies, with AI server processors projected to triple in revenue contribution.

TSMC Q3: Strong Growth In Server AI Processor Market

Netflix adds 5.1M subscribers, beating Q3 expectations with $9.83B revenue, boosting shares 4%, while TSMC's 54% profit surge on AI demand sends stock up 10%. Elevance Health drops 10% after Q3 earnings miss.

Netflix Stock Rises 4% on Q3 Beat, TSMC Posts 54% Profit Surge as AI Drives Growth

Taiwan Semiconductor Manufacturing's earnings beat and solid outlook created tailwinds for several chip stocks.

News for Taiwan Semiconductor Manufacturing Stock (TSM)