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

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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

TSMC is dominant, but both Samsung and Intel are investing heavily to catch up. Samsung aims to make mobile chips with 2nm manufacturing tech by 2025, and it's building new facilities and manufacturing lines to increase capacity.

1 Reason to Avoid TSMC Stock

Alphabet

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Intel

Teradyne

Texas Instruments

In 2022, President Joe Biden signed the CHIPS and Science Act, which included roughly $52 billion in funding to boost domestic chip manufacturing.

U.S. Chip Factory Spending Boom Is Coming. What It Means.

Samsung said it will begin mass production of the 2 nanometer process for mobile applications in 2025, in line with rival TSMC.

Samsung to begin making world's most advanced mobile chips in 2025 as battle with TSMC heats up

Taiwan Semi has about 60% market share of the third-party chip-manufacturing business, according to TrendForce.

Chip Demand Is Slowing. Why TSMC Could Still Be a Buy.

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Tencent Holdings Limited

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Skyworks Solutions

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Apple

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DigitalOcean Holdings

Taiwan Semiconductor provides the chips vital for AI computing. Individual developers might try their hand at AI programming, requiring them to turn to DigitalOcean.

2 Stocks to Take Advantage of the AI Revolution

Taiwan Semiconductor Manufacturing Company Limited is an attractive investment due to its strong competitive position and modest valuation compared to Nvidia Corporation. Taiwan Semiconductor is expected to benefit from Nvidia's AI chip sales growth, as it is the main supplier to most big chip companies. Risks and challenges for Taiwan Semiconductor include potential invasion of Taiwan and competition from companies like Intel Corporation.

Taiwan Semiconductor: Nvidia's Dirt-Cheap Proxy

ON Semiconductor

This year's price action in the markets has been dominated by the performance of a handful of stocks including Nvidia (NASDAQ: NVDA ). Notably, the company has provided significant gains for index investors with their stock absolutely skyrocketing higher on the back of surging interest in artificial intelligence and the company's high-performance chips that power the sector.

Post-Nvidia Boom: 3 Potential Windfall Stocks Ready to Surge

Taiwan Semiconductor Manufacturing Company is a leading semiconductor manufacturer with key customers, including Qualcomm, AMD, Intel, NVIDIA, Amazon, and Broadcom. TSMC focuses on R&D, developing innovative technologies such as CoWoS, TSMC-SoIC, and InFO, which have significantly improved chip performance and energy efficiency. Despite a decrease in revenue in Q1 2023, TSMC's share price has grown by over 35% since the beginning of the year, outperforming major competitors in the technology sector.

Geopolitical Tensions Threaten Taiwan Semiconductor's Ascent In The Semiconductor Industry

BYD Co Ltd

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Amkor Technology

Diodes

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Silicon Motion Technology

While everybody seemingly loves chip manufacturer Nvidia (NASDAQ: NVDA ), its overheated nature organically yields a discussion about alternative chip stocks to NVDA. Don't get me wrong, Nvidia is an awesome company.

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Marvell Technology

The hype around artificial intelligence is causing concerns of a potential bubble in AI stocks. It remains uncertain if we are indeed in bubble territory.

3 Stocks to Buy on Growing AI Chip Demand

Taiwan Semiconductor delivered resilient profitability in the first quarter while revising downward expectations for FY2023. The company is not cutting back on CAPEX guidance and is strengthening its technological leadership with the ramp-ups of the N3 output. The secular transition to the lower technology nodes is shaping a favorable mix in TSMC's top-line, which sets the company to benefit significantly following the market and demand profile normalization.

Taiwan Semiconductor: Driving Profitability On Secular Shift To Innovative Nodes

Snowflake

Here are two more AI-related stocks that I think have the chance to skyrocket.

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Ark Invest CEO Cathie Wood isn't buying shares of Nvidia yet, but there are two companies vital to its business that have sparked her interest. Taiwan Semiconductor Manufacturing is responsible for building many of Nvidia's most advanced semiconductor designs.

Cathie Wood Prefers These AI Stocks to Nvidia. Should You?

After its recent blowout earnings, Nvidia (NASDAQ: NVDA ) was the seventh stock to join the trillion-dollar club. However, the stock is up almost 200% year-to-date and might not present value.

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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

News for Taiwan Semiconductor Manufacturing Stock (TSM)