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

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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

Last year, McKinsey released a report that talked about the importance of the semiconductor industry across businesses. According to the same report, the industry was worth $590 billion in 2021.

The 3 Most Undervalued Semiconductor Stocks to Buy in September 2023

American depositary receipts of third-party chip fab Taiwan Semiconductor Manufacturing Co. TSM, -2.12% fell Friday and weighed upon the chip sector following a report it was reaching out to chip-equipment vendors to delay deliveries. Early Friday, Reuters reported that TSMC was delaying deliveries of equipment to the facility it is building in Arizona, cautious of the demand outlook, citing two sources close to the matter.

TSMC reportedly delays Arizona equipment deliveries, shares of suppliers drop

The company has told large chip-equipment suppliers to delay some deliveries, according to a new report.

Report Says TSMC Concerned About Chip Demand

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts See TSMC (TSM) as a Buy: Should You Invest?

NVIDIA

The semiconductor sector is getting more attention than usual today, following the Nasdaq debut of Arm Holdings (NASDAQ:ARM).

2 Chip Stocks Respond to Arm's Buzzy IPO, Nasdaq Debut

Analog Devices

Advanced Micro Devices

ASML Hld

KLA-Tencor

Lam Research

Micron Technology

Although geopolitical conflicts between major economic powers are generally something to be avoided, for semiconductor stocks trading amid the backdrop of the U.S.-China chip war, the bad news just might be good news. With more than just competitive bragging rights involved, the technology sector has never been more crucial.

7 Semiconductor Stocks to Buy for a U.S.-China Chip War

iShares MSCI ACWI ex U.S. ETF

Deutsche Boerse AG

HDFC Bank Limited

iShares MSCI India ETF

LVMH Moet Hennessy Louis Vuitton

U.S. investors know how successful a strategy of investing in the S&P 500 through an index fund has been, especially as large technology companies have led such strong growth over the past decade. But markets change, as is being proven by the rise in U.S. interest rates.

Five stocks for investors who want to broaden their growth horizons beyond the S&P 500

ExlService Holdings

Adobe

Data from the United States Technology Sector Analysis reports an impressive 28% growth over the past year, coupled with a forecasted annual earnings increase of 17%. This surge has resulted in renewed optimism for consumers seeking to invest in the stock market.

The 3 Most Undervalued Tech Stocks to Buy in September 2023

ASML is the only maker of EUV machines, which are critical in the chip manufacturing process. Taiwan produces approximately two-thirds of all chips manufactured by third parties.

This Is the Most Essential Semiconductor Stock (and It's not TSMC)

AllianceBernstein Hld

Arbor Realty Trust

American Tower

Ares Capital

Alexandria Real Estate Equities

BHP Billiton

British American Tobacco

CVS Health

Discover

Fifth Third Bancorp

Navient

NexPoint Residential Trust

Pfizer

Philip Morris

Vici Properties

March-April, 2022, UBS, Kiplinger, and Barron's listed five sets of stocks sorted as: “Inflation-Busters.” Those five articles revealed 48 equities, with 43 paying dividends. This near 1.5-yr-old list still beats back inflation.

12 Buyable Inflation-Busting September Dividend Stocks

ARM Holdings PLC

Shares of chipmakers Taiwan Semiconductor Manufacturing Co. TSM, +0.82% rose 1.4% and Nvidia Corp. NVDA, +1.37% gained nearly 1% in premarket trading as U.K.-based chip designer ARM Holdings PLC ARM, heads for its Nasdaq trading debut on Thursday. Both companies are among a host of companies investing in ARM at the IPO price.

Nvidia and TSMC shares rise ahead of ARM IPO, HP stock falls on Berkshire Hathaway sale, and more movers

Infineon Technologies AG

The semiconductor designer priced its U.S. initial public offering at $51 a share, the top of the expected range, which gives the company a market value of almost $55 billion.

Nvidia, AMD, Other Chip Stocks Boosted by Arm IPO

Cisco Systems

NextEra Energy

Following a surge of interest in environmental, social, governance (ESG) investing, many investors have begun seeking out undervalued ESG stocks. Indeed, many prefer to prioritize investments that fall in line with their values.

The 3 Most Undervalued ESG Stocks to Buy in September 2023

Taiwan Semiconductor Manufacturing Company Limited is a key player in the semiconductor industry, manufacturing the majority of the world's most advanced chips for various applications. The company's pure-play foundry business model allows it to focus on manufacturing and cater to the needs of its customers without conflicts of interest. I consider TSMC as an excellent company, currently fairly valued, with strong historical performance, but caution is advised due to geopolitical tensions surrounding Taiwan, where TSMC is primarily located.

TSMC: The World Stops Without It

Apple

U.K. chip designer Arm is set to go public soon in what will be one of the biggest IPOs ever. In fact, only the IPOs of Meta (NASDAQ: META ), formerly Facebook, and Rivian (NASDAQ: RIVN ) were larger.

3 Chip Stocks to Buy BEFORE the ARM IPO

Taiwan Semiconductor Manufacturing Co. plans to invest up to US$100 million in Arm Holdings' initial public offering.

TSMC plans to invest up to $100 million in Arm IPO

Intuit

Microsoft

Before his death in August 2022, legendary investor Julian Robertson was not just known for his leadership of Tiger Management (Trades, Portfolio), but also for taking a group of protégés under his wing. These student investors, many of whom later opened their own practices, are commonly referred to as “tiger cubs.

5 Tech Stocks These Tiger Cubs See Value In

The board of Taiwan Semiconductor Manufacturing Co. (TSM) has approved an investment of up to $100 million in the Initial Public Offering (IPO) of UK-based chip designer Arm.

TSMC Seeks Up To $100 Million Investment In Oversubscribed Arm IPO

Arm is gradually becoming one of the most hyped-up companies and it isn't even public yet. This morning, it was announced that Taiwan Semiconductor (NYSE: TSM ) had agreed to invest up to $100 million into Arm following the company's initial public offering (IPO).

TSM Stock Alert: TSMC Will Invest Up to $100 Million in Arm IPO

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) has decided to invest up to $100 million in the upcoming initial public offering of Arm.  Other notable names may follow TSMC Arm is scheduled to list in the United States this week at $47 to $51 per share as Invezz reported here.

TSMC to make a sizable investment in Arm IPO

VanEck Vectors Semiconductor ETF

Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry. That could prove to be good news for the related exchange traded funds, including the VanEck Semiconductor ETF (SMH).

Clarity Arrives for Pair of Big-Name Chip Stocks

Taiwanese chip giant TSMC said Tuesday its board has approved an investment of up to $100 million in British chipmaker Arm when it lists on New York's Nasdaq exchange this week.

TSMC plans $100 million investment in Arm IPO: board

Intel

Intel Corp. INTC, +1.53% plans to sell a roughly 10% stake in its IMS Nanofabrication business to Taiwan Semiconductor Manufacturing Co. Ltd. TSM, -0.04%, the company said Tuesday morning.

Intel will sell TSMC a minority stake in its IMS Nanofabrication business

TSMC manufactures semiconductors for companies from Apple to Nvidia, that are often based on Arm architecture.

Taiwan chip giant TSMC to invest up to $100 million in Arm IPO

Intel has agreed to sell a 10% stake in IMS Nanofabrication to TSMC for $430 million at a valuation of $4.3 billion.

News for Taiwan Semiconductor Manufacturing Stock (TSM)