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

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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

China is aiming to separate its semiconductor supply chain from the West and its allies. That may present a headwind to Taiwan Semiconductor, which could lose some business.

Should Taiwan Semi Investors Be Worried About Huawei's Latest Smartphone?

Adobe

Salesforce

TSMC will remain the top foundry for producing top-tier AI chips. Adobe's AI transformation will make it easier to create digital content.

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Roblox

The evolution of AI depends on the manufacturing of high-performance semiconductors. Investors have opportunities to capitalize on the intersection of AI and the metaverse.

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Wedbush analyst Matt Bryson said the results so far for TSMC's third quarter—adding up July and August—are just ahead of analyst expectations for the third quarter.

Taiwan Semi's August Sales Point to a ‘Good Start,' Says Analyst

Intel

QUALCOMM

NVIDIA is a popular chip stock due to its role as a supplier of GPUs/accelerator chips to the AI industry. Despite delivering a massive earnings beat, NVIDIA's stock has not performed well since its Q2 release came out. In this article I explore alternative AI chip stocks that are cheaper than NVIDIA, and offer unique opportunities.

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Apple

Alphabet

NVIDIA

NXP Semiconductors

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This company plays a central role in the supply chain worldwide.

1 Artificial Intelligence (AI) Stock Down 34% You'll Regret Not Buying on the Dip

Shares in Taiwan's TSMC , a major Apple supplier, dropped around 1% on opening on Friday after reports that China has widened curbs on iPhone use by state employees.

TSMC shares fall after reports of China iPhone curbs

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GlaxoSmithKline

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JD.com

Omron Corp

Roche Holding AG

Sanofi

Tencent Holdings Limited

Yum China Hlds

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ASML Hld

Broadcom

A smartphone developed in China possessed a remarkably advanced processor, suggesting the tech bypassed U.S. sanctions. Some in Congress are calling for additional restrictions on semiconductors and the necessary manufacturing equipment, to keep the tech from falling into the hands of U.S. rivals.

Why Qualcomm, Taiwan Semiconductor, ASML, and Other Semiconductor Stocks Slumped Today

Taiwan Semiconductor ( TSM ), the giant $500 billion microchip foundry for Apple ( AAPL ) and NVIDIA ( NVDA ), has slipped into the cellar of the Zacks Rank as analysts ratcheted down EPS estimates in the past two months. Despite TSM's importance as the premier "fab" for the world's top technology companies, the current year profit consensus has fallen from $5.32 to $4.82, representing a -26% annual drop.

Bear of the Day: Taiwan Semi (TSM)

HSINCHU, Sept. 6, 2023 /PRNewswire/ -- MediaTek and TSMC (TWSE: 2330, NYSE: TSM) today announced that MediaTek has successfully developed its first chip using TSMC's leading-edge 3nm technology, taping out MediaTek's flagship Dimensity system-on-chip (SoC) with volume production expected next year.

MediaTek Successfully Develops First Chip Using TSMC's 3nm Process, Set for Volume Production in 2024

C3.ai

Advanced Micro Devices

After taking a breather in August, tech stocks look to be rallying again, led by artificial intelligence (AI) companies. Although some of the hype around AI has cooled, the sector remains the hottest area of tech right now, with just about every company scrambling to gain exposure to it.

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UiPath

Taiwan Semiconductor's chips are powering AI technology. UiPath's RPA software bridges the gap of full-on AI automation.

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Two semiconductor giants go head-to-head in the high-stakes world of artificial intelligence. While AMD offers a strong growth opportunity, TSMC brings stable, value-driven prospects to the table.

Better Buy: Advanced Micro Devices vs. TSMC Stock

Nvidia is ramping up supply for its AI chips and systems, but the prosperity doesn't appear to be trickling down to TSMC just yet. The problem is that TSMC has other customers that are still in a slump.

Does Nvidia's Knockout Quarter Make Taiwan Semiconductor Stock a Buy?

TSMC plans to increase its advanced packaging capacity to meet the growing demand for AI chips. Being a leader in the semiconductor foundry market should translate into terrific revenue growth as AI chip demand increases.

1 AI Stock That's a Screaming Bargain You Should Buy Hand Over Fist Right Now

AudioEye Inc

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Planet Labs

Dave & Buster's

CarParts.com, Inc.

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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Should You Invest in TSMC (TSM) Based on Bullish Wall Street Views?

TSMC has seen some headwinds in the last few weeks which has reduced the bullish sentiment towards the stock. The recent termination of the Tower Semiconductor deal by Intel shows that TSM could gain a strong tailwind due to challenges faced by Intel. TSM's FCF management is better than Intel and it is likely that TSM will maintain its process lead over Intel in the near term.

Taiwan Semiconductor Can Gain From Intel's Challenges

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Paramount Global

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TSMC's revenue growth in H1 2023 was -8.6% due to a decline in wafer shipments and reduced customer orders. The weak market environment, including the decline in the smartphone and PC markets, also impacted TSMC's performance. TSMC's AI growth did not offset the market weakness, but there are potential opportunities in the automotive and server markets.

TSMC: Short-Term Market Weakness, Long-Term Gain

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Marvell Technology

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Advanced Semiconductor Engineering

United Microelectronics

Few of the 1,000-plus companies in Taiwan's semiconductor galaxy are visible outside the industry. Fewer still achieve global fame.

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News for Taiwan Semiconductor Manufacturing Stock (TSM)