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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Net PPE

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Total liabilities & equity

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash from other sources

Net change in cash

Free cash flow

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TSMC reported a weak Q1 earnings call and guidance because of a dire economy resulting in lower GPU/CPU shipments, revenue, and ASPs. TSMC is impacted by a slowdown in constrained hyperscale budgets in the near term due to the challenging macroeconomic scenario. Strong tailwinds will prevail in 2024 as TSMC increases capex to meet AI chip demand.

Taiwan Semiconductor's Weak 2023 Outlook Is Essentially A Near-Term Macro Phenomenon

Ark Invest recently purchased roughly $10 million in TSMC stock for one of its funds. TSMC has a dominant position in the chip fabrication space.

Cathie Wood Thinks This AI Semiconductor Stock Is a Better Buy Than Nvidia

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Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM, Tencent Holdings Limited OTCMKTS: TCEHY, Samsung Electronics OTCMKTS: SSNLF, Alibaba Group Holding Ltd.

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Cathie Wood's ARK Autonomous Technology & Robotics ETF ARKQ, +1.94% purchased roughly $10 million shares of Taiwan Semiconductor Manufacturing Co. TSM, +4.14% on Monday, which according to the Cathie's Ark tracker is the fund's first purchase of the contract semiconductor maker. Taiwan Semi's U.S.-listed shares have climbed 44% this year, exactly the same rise as the PHLX semiconductor index.

Cathie Wood fund makes its first purchase of Taiwan Semiconductor

TSMC reported strong May revenue after large declines in March and April. It appears as though AI chip demand is booming, helping to offset weakness in the mature PC and smartphone markets.

Why Taiwan Semiconductor Manufacturing Rose on Monday

U.S. shares of Taiwan Semiconductor Manufacturing Co. TSM, +4.37% outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. NVDA, +0.50% have allowed the third-party fab to increase use of its capacity significantly. On Monday, Taiwan's Economic Daily News reported that TSMC was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia orders, up from previous usage levels in the more than 50% range.

TSMC stock outpaces chips on report Nvidia AI order boosted capacity use

TSMC guided lower for the year, despite the surge in AI related semiconductor orders from Nvidia. TSMC makes progress on 3 nm and 2 nm nodes, while Intel lags behind. U.S. export controls may put Taiwan at greater risk of military action by the People's Republic.

Taiwan Semiconductor: Why Growth Will Resume In 2024

Taiwan Semiconductor positioned to benefit from more demand for AI-related wafers, broker says

Taiwan Semiconductor Manufacturing has bullish price action, momentum, institutional buying support, and relative strength to the S&P 500 index, making it an excellent entry point for investors. A trade at current prices with a stop loss of $89 offers a risk-to-reward ratio of 1:2.7, with a potential price target of $140. Using the 2% rule for investment can help preserve capital for future opportunities while minimizing potential losses.

Taiwan Semiconductor Manufacturing Offers An Excellent Entry Point (Technical Analysis)

Taiwan Semiconductor makes chips for giant customers like AMD and Apple. Various headwinds have hurt TSMC's short-term business prospects.

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Taiwan Semiconductor Manufacturing is the leader in advanced chip manufacturing, which puts it in a strong position during this AI craze.

TSMC Is Expected to Raise Prices -- Here Is What Investors Should Know

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Shaking off inflation and debt-ceiling concerns, chip plays ASML and TSM lead a wide range of growth stocks crafting fresh moves.

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Taiwan Semiconductor Manufacturing Co. TSM, +1.90% expects capital spending to come in at the low end of its outlook as smartphone demand dries up, according to media reports Tuesday. Bloomberg reported that TSMC Chairman Mark Liu told reporters after the third-party fab's annual shareholder meeting that he expects capital spending to come in at the lower end of its $32 billion to $36 billion range for the year.

TSMC expects capital spending to come in near low end of forecast, close to $32 billion

CrowdStrike

Alphabet

Alphabet is widely invested in AI. Taiwan Semiconductor supplies many of the chips powering AI technologies.

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I felt puzzled when Warren Buffett first disclosed his Taiwan Semiconductor position back in Q3 2022. Indeed, he had exited the position entirely shortly afterward, which totally made sense to me. The stock now faces substantial geopolitical risks and valuation risks.

Taiwan Semiconductor And Buffett: Why He Bought And Sold

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Why ASML Holdings, Taiwan Semiconductor Manufacturing, and KLA Corporation Rose in May

Nvidia Corp. Chief Executive Jensen Huang exuded confidence on Thursday that the chip maker has what it takes to navigate the geopolitical sensitivities of having most of its chipmaking capacity in a country that China recognizes as its own territory.

Nvidia CEO feels ‘perfectly safe' sourcing from Taiwan's TSMC amid China tensions

News for Taiwan Semiconductor Manufacturing Stock (TSM)