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 Q4 2021

Earnings data Q1 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

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.

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

TSMC shares slid after reporting a drop in profit for the first time in four years, amid a decline in demand for electronics.

TSMC's Profit Drops for the First Time in 4 Years Amid Electronics Demand Decline

As the COVID-19 peak effect periods expired in 2021 and 2022, the chip industry's severe shortages caused delays in other pockets of the economy, such as new vehicles and consumer electronic products. Almost everything relying on chips saw delayed orders and increased lead times.

Should You Buy the Dip as Tides Change at Taiwan Semiconductor?

TSMC's financial benefits from the AI boom on TSMC will be significant, even though it's tough to pin precise numbers on it so far. The company makes multibillion-dollar investments in chipbuilding infrastructure, aiming to take full advantage of a stronger global economy.

3 Things Smart Investors Know About Taiwan Semiconductor

TSMC's chairman said the company is working to send trained technicians from Taiwan to train local workers to help accelerate equipment installation.

TSMC delays start of Arizona chip factory that will build Apple chips

Semiconductor stocks struggled Thursday morning after Taiwanese chipmaker TSMC announced a projected 10% drop in sales for 2023.  The largest contract chipmaker in the world also said investment spending is likely to be in the lower end of its previous $32 billion to $36 billion forecast, pointing to lower demand for chips amidst economic headwinds.

Semiconductor shares lag as major global manufacturer TSMC faces sales decline

Intel

NVIDIA

The semiconductor sector was suffering a broad selloff in Thursday's premarket, in the wake of Taiwan Semiconductor Manufacturing Co. Ltd.'s earnings report, which disappointed investors.

Nvidia, Intel stocks fall as Taiwan Semi's disappointing earnings report helps trigger broad chip-sector selloff

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q2 2023 Earnings Conference Call July 20, 2023 2:00 AM ET Company Participants Jeff Su - Director, IR Wendell Huang - VP & CFO C. C. Wei - Vice Chairman & CEO Mark Liu - Chairman Conference Call Participants Gokul Hariharan - JPMorgan Bruce Lu - Goldman Sachs Charlie Chan - Morgan Stanley Randy Abrams - Credit Suisse Laura Chen - Citi Rolf Bulk - New Street Research Sunny Lin - UBS Brett Simpson - Arete Mehdi Hosseini - SIG Charles Shi - Needham Jeff Su [Foreign Language] Good afternoon, everyone, and welcome to TSMC's Second Quarter 2023 Earnings Conference Call.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2023 Earnings Call Transcript

The world's top contract chip maker said sales are likely to decline 10% this year, as key markets suffer sluggish economic recoveries.

TSMC Delays Start of First Arizona Chip Factory, Citing Worker Shortage

The U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. Ltd. TSM, -0.09% 2330, -0.34% slumped 2.9% in premarket trading Thursday, after the contract semiconductor maker topped second-quarter earnings expectations but margins that contracted, while providing a somewhat downbeat outlook.

Taiwan Semi's stock falls after profit topped expectations but gross margin contracted, and is expected to weaken further

The world's largest contract chip maker reported a 23% fall in second-quarter profit as it grapples with a slump in demand for electronic devices.

Taiwan Semi Profit Slumps on Slow Chip Demand

TSMC is the top producer of the world's most advanced processors, but demand for consumer electronics has plunged post-pandemic.

TSMC's profit plunged 23% in the second quarter as electronics demand continues to slump

ABB Ltd.

Tesla

ABB warned on Thursday of slowing Chinese demand, Taiwanese chipmaker TSMC forecast a drop in 2023 sales and Electrolux cautioned shoppers are seeking cheaper appliances, deepening worries about global corporate and economic health.

Tesla, ABB, TSMC get Q2 earnings off to downbeat start

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ASML Hld

Supported by artificial intelligence (AI), the semiconductor industry is thriving. It has immense growth potential, and investors seeking long-term value creation should be looking for semiconductor stocks to buy and hold.

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IonQ

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Microsoft

TSMC and Microsoft are two prominent companies with their fingers buried deep in the AI industry. Wall Street analysts see both TSMC and Microsoft as lucrative investment ideas in the AI space.

2 AI Stocks Wall Street Loves

Taiwan Semiconductor Manufacturing Co. sits at the intersection of two compelling trends that could give it a boost in a environment that has proved sluggish for many elements of the consumer-electronics sector.

TSMC earnings to feature compelling blend of Apple and AI

Taiwan Semiconductor's (TSM) second-quarter 2023 results are expected to reflect gains from its robust technology portfolio amid supply-chain challenges.

What Awaits Taiwan Semiconductor (TSM) in Q2 Earnings?

American Airlines

Freeport-McMoRan

Newmont Mining

Before U.S. markets opened on Tuesday, Bank of America beat consensus estimates on both the top and bottom lines.

Earnings Previews: American Airlines, Freeport-McMoRan, Newmont, Taiwan Semiconductor

AT&T

AT&T's dividend yield is above 7%, and the telecom industry remains indispensable. Microsoft's diverse revenue streams help make it a recession-resistant tech giant.

3 Top Tech Stocks to Buy for the Long Haul

QUALCOMM

A lot of microchip and semiconductor companies have exploded this year with their share prices doubling and even tripling. Up more than 210% since January, chip designer Nvidia (NASDAQ: NVDA ) was the best-performing stock in the benchmark S&P 500 index during this year's first half.

Why These 3 Stocks are the Worst Ways to Play Semiconductors Right Now

Taiwan Semiconductor Manufacturing Company (TSMC) stock is still undervalued compared to its peers, despite its position as the world's leading pure-play foundry. Investors are likely still reflecting significant geopolitical risks against its valuation. However, they have likely not considered the AI ramp that could benefit TSMC. TSMC could see its revenue growth bottom out in Q3, supported by stronger growth dynamics in data center. A stronger AI ramp could also offer pleasant surprises.

Taiwan Semiconductor: Overstated Fears With Shares Still Cheap

Taiwan Semiconductor is now monetizing 3nm chips. The company is projected to grow its earnings significantly next year.

1 Unstoppable Stock to Buy With $1,000

Alibaba

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Artificial intelligence software is driving increasing demand for semiconductors.

News for Taiwan Semiconductor Manufacturing Stock (TSM)