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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

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

Baidu

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The semiconductor industry is poised for massive growth, but names like Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) have already seen their share prices surge. For investors looking to capitalize on the semiconductor boom, the key is finding the hidden gems.

3 Semiconductor Stocks Set to Explode Higher

New Street Research analyst Pierre Ferragu reiterated a Buy rating on TSMC's Taiwan-traded shares. He sees about 34% upside for TSMC's U.S.-listed American depositary receipts.

TSMC Revenue Can Hit $100 Billion by 2025 After Rebound, Says Analyst

ASML Hld

Chips and hardware are powering the most advanced AI systems, most built with technology from these two companies.

2 Cheap Stocks Crucial for the Artificial Intelligence (AI) Market

J.P. Morgan analyst Gokul Hariharan predicts Taiwan Semi will offer a mixed outlook next month. But 2025 will be a “big year” for TSMC, as its customers launch new chips

TSMC's Chip Recovery May Be Delayed, Says J.P. Morgan

NVIDIA

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Broadcom

Intel

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Lam Research

The U.S.-China tech war centers on advanced chips from Nvidia and other companies — almost all made by Taiwan Semiconductor Manufacturing. Upcoming Taiwan elections could be a turning point.

U.S.-China Chip War Over Taiwan Nears Moment Of Truth For S&P 500, Nvidia, Apple And The World

Spending on manufacturing facility construction is around 60-year highs as legislation and tense geopolitics are spurring an American manufacturing boom.

Intel, TSM And Samsung Are Point Players In U.S. Construction Boom

Advanced Micro Devices

American Express

NIKE

Pfizer

Walmart

Blue-chip stocks are shares of well-established, stable firms that pay dividends in most cases. It's that combination of stability and dividend income that makes them so attractive.

Smart Picks: 7 Blue-Chips Trading Below True Value

Roblox

TSMC is the clear leader in the semiconductor fabrication industry. Roblox has underappreciated opportunities in digital advertising and AI.

2 Growth Stocks to Invest $500 in Right Now

SANTA CLARA, Calif.--(BUSINESS WIRE)--TSMC (TSE: 2330, NYSE: TSM) today announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform® (OIP) 3DFabric Alliance at the TSMC 2023 OIP Ecosystem Forum. The 3Dblox 2.0 features early 3D IC design capability that aims to significantly boost design efficiency, while the 3DFabric Alliance continues to drive memory, substrate, testing, manufacturing, and packaging integration. TSMC continues to push the envelope of 3D I.

TSMC Announces Breakthrough Set to Redefine the Future of 3D IC

Apple has seemingly delayed utilizing some of TSM's most advanced chipmaking abilities in some of its products. The door might be open for Intel to land some secondary orders from big customers like Apple if it can prove its new manufacturing abilities are the real deal.

Apple Delays Newest Processor Rollout -- Is Taiwan Semi Manufacturing in Deep Trouble?

TSMC is a major player in three of the top four semiconductor growth sectors that include SiC, GaN, AI Compute Processors, and Generative AI. Generative AI is projected to have a CAGR of 67.6% between 2021 and 2026, while GaN and SiC devices are expected to have CAGRs of 42.5% and 53.2% respectively. TSMC's revenues from high-performance computing (HPC) and smartphones have seen significant growth, with HPC accounting for 44% of net revenue.

Taiwan Semiconductor Makes Chips For 3 Of The Top 4 Greatest Growth Technologies

Taiwan Semiconductor Manufacturing Company Limited is the largest electronic chip manufacturer, with high-value customers like Apple, Google, and Amazon. Being the main chip producer for Apple, Taiwan Semiconductor's financials are set to increase with the release of new Apple products. Taiwan Semiconductor's collaboration with Nvidia and plans for expansion in Arizona further contribute to its growth potential.

Taiwan Semiconductor: The Powerhouse Chip Maker Poised For Sustained Growth

Taiwan Semiconductor Manufacturing Co Ltd ( TSM , Financial) remains at the forefront of the semiconductor industry, providing silicon wafers that power everything from smartphones and cars to data centers and AI algorithms.

TSMC: Navigating the Complex Landscape

Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial) remains at the forefront of the semiconductor industry, providing silicon wafers that power everything from smartphones and cars to data centers and artificial intelligence algorithms.

Taiwan Semiconductor: Navigating the Complex Landscape

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence announced it has collaborated with TSMC to integrate Virtuoso Studio into the TSMC N16 mmWave design reference flow and N6RF reference flow.

Cadence AI-Powered Virtuoso Studio Supports RF and mmWave Design Reference Flows for TSMC N16RF, N6RF and N4PRF

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence announced the expansion of its node-to-node design migration flow based on Virtuoso Studio, which is compatible with all TSMC advanced nodes.

Cadence Custom/Analog Design Migration Flow Accelerates Adoption of TSMC Advanced Process Technologies

HAIFA, Israel--(BUSINESS WIRE)--proteanTecs, a global leader of deep data analytics for advanced electronics, announced today that the company has joined the TSMC Open Innovation Platform® (OIP) 3DFabric™ Alliance. The newest alliance in TSMC's OIP ecosystem, the 3DFabric Alliance was formed to encourage 3D integrated circuit (IC) innovation, readiness and customer adoption when using TSMC's 3DFabric, a comprehensive family of 3D silicon stacking and advanced packaging technologies. Advanced pa.

proteanTecs Joins TSMC 3DFabric™ Alliance, Expanding Its Support of the 3D IC Ecosystem

QUALCOMM

Analog Devices

Cadence Design Systems

Micron Technology

Synopsys

Texas Instruments

The world is experiencing a multi-trillion-dollar shift in the semiconductor industry. The semiconductor revolution (which I have discussed for years) has enabled much of the technological progress we have witnessed over the past 50 years.

Semiconductor companies are in denial about this sea-change with their biggest customers

The S&P Semiconductors Select Industry Index has topped both price-wise and on a relative basis. That bodes poorly for the sector.

2 Charts That Show Semiconductor Stocks Are Poised to Drop

Intel is a customer of Taiwan Semiconductor Manufacturing, but the complex relationship does not end there.

What Investors Need to Know About Intel and TSMC's Unique Relationship -- They're More Than Just Competitors

TSMC stock is down 17% from its 52-week high, but remains strongly positioned to capitalize on the AI opportunity. TSMC's new 3-nanometer chip should allow for AI-related revenue growth. While cost pressures are undermining profit margins, the stock is worth buying at 18x forward earnings, albeit cautiously given the China-related risks.

TSMC: AI Winner At Attractive Valuation

Artificial Intelligence (AI) is transforming the way we live and it is going to become a significant part of our lives just like the Internet has. AI is growing at a rapid pace and has become a part of several industries today.

3 Semiconductor Stocks That Should Be on Every Investor's Radar This Fall

Alphabet

Alphabet is deploying AI in multiple areas to maintain its dominant position in key markets. TSMC's growth is expected to take off in the coming years thanks to the central role it is going to play in the adoption of AI.

A Bull Market Is Coming: 2 Incredibly Cheap Artificial Intelligence (AI) Stocks to Buy and Hold for the Next Decade

Germany's Saxony state signed an agreement with Taiwanese chip giant TSMC on Tuesday to train German students in an effort to meet the growing demand for workers in the semiconductor sector.

News for Taiwan Semiconductor Manufacturing Stock (TSM)