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.

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

Buffett invested billions in TSMC last year, only to fully undo that bet in short order. While Buffett views TSMC as a great business, its home base of Taiwan introduces too much uncertainty.

Warren Buffett Sounds Warning on This Hot Tech Stock

TSMC is being squeezed by the tensions between the U.S. and China. Intel and Samsung plan to catch up to TSMC by 2024 and 2025.

3 Red Flags for TSMC's Future

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ProShares Short QQQ

Given current outlook, I expect bargains on some top 10 technology stocks going forward. I'm building a shopping list to buy the dip. The top 10 technology stocks by market cap were ranked by relative value using a matrix approach.

Tech Top 10 Ranked By Value

TSMC's shares have been depreciating recently over fears about Beijing's potential invasion of Taiwan. It's unlikely that we'll see an invasion happening in the following months, which is why TSMC's shares could be oversold at this stage.

TSMC: Hostage Of Beijing

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Technology stocks are back. After a brutal selloff throughout 2022, shares of technology companies have skyrocketed year to date, with many doubling in price.

3 Millionaire-Maker Tech Stocks on Sale Now

Investors in Taiwan Semiconductor Manufacturing Company or TSMC are not concerned that Warren Buffett decided to exit his stake in the leading pure-play foundry. TSMC is seeing robust AI tailwinds, while a potential second-half recovery from its smartphone customers could surprise toward the upside.

Taiwan Semiconductor: Buffett Is Missing Out As He Bails Out (Rating Upgrade)

Optimism over a potential debt-limit deal fueled a rally in cyclical stocks today. TSMC's Chairman was invited to a high-profile meeting in Japan.

Why Taiwan Semiconductor Manufacturing Rallied Today

Intel

The company highlighted what it says is a more geographically secure supply chain.

Intel Ramps Up Its Battle Against TSMC

Taiwan Semiconductor Manufacturing and Intel compete in chip manufacturing and are also crossing paths in a distinct market.

TSMC vs. Intel: The New Frontier of Chiplet Technologies

TSMC has traded weak over the last several months on news that Warren Buffett unloaded shares after making an initial investment last year. The chip manufacturing giant is set to ride the AI chip boom, with the TAM set to surge in the years ahead.

Taiwan Semiconductor: Buffett Overhang Is A Gift

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Berkshire Hathaway boosted positions in its two biggest stock holdings, among notable moves. The post Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure appeared first on Investor's Business Daily.

Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure

Warren Buffett again answered why he quickly sold shares of TSMC, but added one more point. Buffett wants to invest in a "wonderful" semiconductor business -- but one based in the U.S. Only a small number of chip stocks would fit Buffett's strict investing criteria.

Warren Buffett Reveals Why He Sold Taiwan Semiconductor Stock, and What He's Looking For in an Alternative

Warren Buffett's conglomerate has sold its remaining shares in the world's largest chipmaker, TSMC, after the "Oracle of Omaha" sounded alarms about its homebase of Taiwan.

Warren Buffett's Berkshire Hathaway sells entire stake in TSMC

Chevron

Berkshire Hathaway Inc. ( BRK.A , Financial)( BRK.B , Financial), the multibillion-dollar conglomerate run by Warren Buffett (Trades, Portfolio), disclosed its equity portfolio for the first quarter of 2023 on Monday.

Warren Buffett Buys Capital One and Diageo, Sells Out of 4 Stocks

Berkshire Hathaway Inc on Monday disclosed it has begun investing in Capital One Financial Corp while exiting investments in four other stocks, as the company run by Warren Buffett cut back its exposure to equities.

Berkshire invests in Capital One, sheds four stocks

Big investment firms including Macquarie Group Ltd , Fidelity and hedge funds Tiger Global Management and Coatue Management LLC were among the largest buyers of U.S. listed shares of Taiwanese contract chipmaker TSMC , in the first quarter, according to regulatory filings.

TSMC added by Macquarie, Fidelity and Coatue after Buffett cut stake -filings

TSMC has lowered its sales outlook for 2023, expecting a decline in sales in the low to mid-single digits due to a softening market. China is investing in its own chip manufacturing capabilities to lessen its reliance on Taiwan's semiconductor industry but is not ready to absorb the catastrophic consequences of an invasion.

Taiwan Semiconductor: Too Big To Fail

This semiconductor stock will build the AI industry. The market could be underestimating a tech powerhouse.

2 AI Stocks With 31% and 20% Upside, According to Wall Street

Could reports that Samsung is gaining some of TSMC's customers be true?

Should TSMC Investors Be Worried About Samsung's Recent Progress?

Taiwanese chipmaker TSMC said on Thursday that while war in Ukraine has impacted the company's costs, customers need not worry about the impact being passed on in price hikes.

TSMC says it's working hard to control costs, lifted partly by Ukraine war

Advanced Semiconductor Engineering

TSMC (53% share) and ASE (27% share) are the world's largest foundry and OSAT, respectively, with an advantage that extends beyond Taiwan as their positions had strengthened globally. Both companies are partners with an integrated supply chain and both companies have similar geographic distribution of manufacturing sites, customers and revenue.

TSMC And ASE: World's Largest Foundry And World's Largest OSAT

Advanced Micro Devices

Last month, I wrote a piece on the three best chip stocks with growth potential for long-term investors. In it, I noted the importance of semiconductors in all aspects of our lives, as well as their role in creating new, more powerful technologies in areas such as cloud computing and artificial intelligence (AI).

3 Chip Stocks That Crushed Earnings and Are Just Getting Started

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Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

International Wide-Moat Stocks On Sale - The May 2023 Heat Map

QUALCOMM

Semiconductor stocks for your May 2023 watchlist.

3 Semiconductor Stocks To Watch In May 2023

TSMC and Intel are two of the world's largest chipmakers. TSMC is growing at a faster rate and maintains the technological lead.

News for Taiwan Semiconductor Manufacturing Stock (TSM)