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

Earnings data Q2 2024

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.

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Cost of revenue

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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

TSMC is the most important chip manufacturer for the smartphone industry, with major companies like Apple, Qualcomm and Huawei having a history of relying on their chips. The company's small chips are key for power efficiency in mobile devices, and it is the only company capable of fulfilling Apple's needs for iPhone processors. No chip foundry comes close to TSMC's revenue numbers.

Taiwan Semiconductor: The Most Important Chip Manufacturer For Smartphones

After four years of gains, Taiwan Semiconductor Manufacturing reported a revenue decline. The company's performance in the midst of the chip bear market for the last year has been exceptional.

Taiwan Semiconductor Manufacturing Is Officially in a Downturn -- Time to Sell the Stock?

Taiwan Semiconductor Manufacturing continues to benefit from the AI craze.

This Chip Stock Expects a Stunning 50% CAGR in AI Revenue Over the Next Five Years, and It's Not Nvidia

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TSMC's revenue and profits declined sharply in the second quarter. It reduced its full-year revenue guidance and reined in its capex.

Is It Too Late to Buy Taiwan Semiconductor (TSMC) Stock?

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The company announced plans to invest in a new chip-packaging facility. Revenue fell again last quarter, but investors are hopeful of a recovery on the horizon.

Why Taiwan Semiconductor Manufacturing Stock Was Trading Higher Today

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TSMC, the world's largest contract chip maker, is planning a new facility in Taiwan, while a report also suggests it is close to an investment in Germany.

Taiwan Semi Invests Outside U.S. to Meet AI Chip Demand as Arizona Plant Delayed

TSMC may have disappointed more optimistic semiconductor investors on its earnings report. That is, except Nvidia shareholders.

Taiwan Semiconductor: Good News for Nvidia Shareholders; Bad News for Everyone Else

QUALCOMM

TSMC and Qualcomm both suffered cyclical slowdowns over the past year. TSMC's diversification and scale should enable it to recover quickly as the macro environment improves.

Better Chip Stock: Taiwan Semiconductor (TSMC) vs. Qualcomm

TSMC, the world's largest chipmaker, says it plans to invest nearly 90 billion New Taiwan dollars ($2.9 billion) to build an advanced chip plant in Taiwan, as it expands production to meet booming demand for artificial intelligence (AI) products.

Taiwan's TSMC to invest $2.9 billion in new plant as demand for AI chips soars

TSMC, the world's largest chip maker, plans to invest about $2.87 billion in an advanced chip packaging plant in Taiwan.

TSMC to invest $2.9 billion in advanced chip packaging plant in Taiwan

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TSMC is facing steep revenue and profit declines as demand sinks. Once this downturn is over, the company faces aggressive competitors looking to erase its manufacturing lead.

Taiwan Semiconductor Stock Faces a Reckoning

Unsurprisingly, TSM reports impacted top and bottom lines in FQ2'23, thanks to the pulled-forward growth from the hyper-pandemic period and ongoing inventory correction. This cadence may suggest that the foundry's key customers, such as AAPL, AMD, and INTC, are experiencing implosions of demand. The only bright spot may be NVDA, attributed to its astounding forward guidance from the robust Generative AI demand, temporarily absorbing TSM's excess capacity through its high-end GPUs.

Taiwan Semiconductor: Imploding Demand From Key Customers - $150B Gen-AI To The Rescue

One can invest in TSMC indirectly by buying stock in its clients. Although TSMC stock could beat the market, owning stock in its clients might be a safer option.

The Case for Owning Taiwan Semiconductor Stock, Indirectly

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TSM experienced a 5% drop in the aftermarket due to a weak revenue outlook and continued margin contraction, but the management reiterated a 10-15% CAGR over the long term. The stock is currently trading at a P/E Fwd of 16.5x, which is significantly lower than the S&P 500's 20.4x and other industry peers. The recent price action indicates a strong correlation between the stock price and its earnings revisions, which suggests that the stock is not dominated by market sentiment.

Taiwan Semiconductor Q2 Earnings: This Is A Long Term Value Play

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The world's largest chipmaker, Taiwan Semiconductor Manufacturing, just saw its revenue drop for the first time in four years. The company said Thursday that second-quarter revenue declined nearly 10% compared to the same time a year ago, and annual net profits dropped 23%.

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Cathie Wood's ARK Autonomous Technology and Robotics exchange-traded fund ARKQ, -2.98% sold nearly $3 million worth of General Motors Co. shares GM, +0.08%, while buying roughly the same amount of Taiwan Semiconductor Manufacturing Co. Ltd.'s stock TSM, -5.05%.

Cathie Wood's ARK Autonomous Tech ETF sold nearly 20% of its stake in GM, while boosting its Taiwan Semi holding by 20%

Shares of Taiwan Semiconductor Manufacturing Co slumped more than 3% Friday after the world's largest contract chipmaker flagged a 10% drop in 2023 sales and said production due to start next year at its first plant in Arizona would be delayed.

TSMC says skilled worker shortage delays start of Arizona chip production

Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) says its profit declined in the second quarter for the first time in four years.

News for Taiwan Semiconductor Manufacturing Stock (TSM)