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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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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

Intel

NVIDIA

Is the demand for AI chips enough to offset the weakness in consumer electronics?

Demand for Nvidia's AI Chips Boosts TSMC and Sparks Hope for Intel

MaxLinear

SkyWater Technology

Last week, Nvidia (NASDAQ: NVDA ) took the tech world by storm when it reported impressive first-quarter earnings. Since then, NVDA has secured its place as the breakout stock of 2023, rising from less than $300 per share a month ago to nearly $400 per share today.

3 Stocks to Buy That Could Be the Next Nvidia

Advanced Micro Devices

AMD is being boosted by the growth in artificial intelligence. TSMC is at the epicenter of growth for the semiconductor industry.

2 Incredible Semiconductor Stocks That Could Be Worth $1 Trillion by 2030

ASML Hld

Alphabet

QUALCOMM

NVIDIA was the talk of the town last week, as its earnings and guidance beat expectations. The company's stock is fairly pricey, but some of its suppliers' and competitors' shares are not. In this article, I explore three AI chip stocks that are relatively cheap compared to NVIDIA.

3 AI Chip Stocks That Are Actually Cheap

Nvidia is looking to diversify its supplier base--given the rising tensions between the U.S. and China.

Can Intel Compete With Taiwan Semi? Nvidia CEO Says Test Chips 'Look Good.

C3.ai

Broadcom

Cadence Design Systems

Marvell Technology

Microsoft

Synopsys

The rise of ChatGPT has sparked a frenzy for artificial intelligence stocks in 2023. A "jaw-dropping" earnings report from Nvidia was the latest catalyst to send AI stocks soaring.

These are the 10 best performing AI stocks so far this year

With the AI boom in full swing, many investors are looking to chip makers as the companies that will proverbially sell picks and shovels in the AI gold rush. The thinking goes that the companies that sell the expensive chips used to train and run AI models are bound to succeed regardless of which AI model or company ultimately wins the arms race.

AI Chip Stock Showdown: The Biggest Winners and Losers

Monolithic Power Systems

Texas Instruments

Recently, semiconductor stocks surged dramatically. Outstanding earnings and promising forecasts from Nvidia (NASDAQ: NVDA ) sparked this rally, leading to a stellar week for the sector.

3 Semiconductor Stocks to Buy (and Never Sell)

Last week will be remembered as the week AI proved it was more than just a blip in the radar for the market. NVIDIA's NASDAQ: NVDA earnings and guidance cemented that the demand for AI is real, the adoption of the new technology is real, and it's only just beginning.While most of the attention and applause was on NVDA's blowout earnings and guidance, many other semiconductor heavyweights experienced an enormous inflow of volume and share price appreciation.Taiwan Semiconductor Manufacturing Company Limited NYSE: TSM was one of the largest beneficiaries of NVDA's earnings.

Taiwan Semiconductor Well Positioned for the AI Rush

Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is a better pick for exposure to artificial intelligence versus Samsung Electronics Co Ltd (KRX: 005930), says a Susquehanna analyst. TSMC stock could climb to $126 Mehdi Hosseini recommends that investors buy TSMC shares as they have upside to $126 – more than a 20% upside from here.

Samsung vs TSMC stock: Susquehanna analyst picks a side

General Electric

Nvidia has bounced back this year from its dismal 2022, and enthusiasm for AI can continue to drive shares higher. Taiwan Semiconductor is poised to benefit from a multi-decade growth runway for chips.

3 Soaring Stocks That Show No Signs of Slowing Down

Japan is rising to challenge TSMC in semiconductor production with Rapidus.

Is Japan Building Its Own TSMC to Manufacture AI Chips?

U.S. shares of Taiwan Semiconductor Manufacturing Co. rode the wind behind Nvidia Corp.'s record revenue forecast to their best week in nearly a year and a half.

TSMC stock rides Nvidia's AI wave to best week in more than a year

Powerful predictions of profits from artificial intelligence sales drove Nvidia and Marvell shares higher this week. On Friday, the rest of the sector is joining in as investors bet on cheaper ways to invest in AI.

Why TSMC, Texas Instruments, and Qualcomm Stocks Popped

TSMC has clear leadership in the chip fabrication space, and competitors will likely have a hard time catching up. The global semiconductor industry is poised for big growth over the long term.

2 Reasons to Buy TSMC Stock, and 1 Reason to Sell

Super Micro Computer

The top investing story of the day is Nvidia Corp.'s (NASDAQ: NVDA) solid first-quarter results, accompanied by a hard-to-believe second-quarter revenue outlook that was 50% higher than the Wall Street estimate.

4 Tech Companies Riding Nvidia's Wave

Semiconductor stocks are getting a lift from Nvidia's (NVDA) post-earnings highs today, as demand for AI chips sends the stock soaring.

2 Chip Stocks Enjoying Nvidia Tailwinds

A sales decline at Nvidia yesterday did nothing to dampen investor optimism about artificial intelligence today. To the contrary, Nvidia's prediction of 64% sales growth in Q2 is exciting investors all across the sector.

Why Microsoft, ASML, and TSMC Stocks All Just Popped

Nvidia shares are up nearly 30% on Thursday after a blowout financial report. However, other AI stocks haven't gained as much despite having similarly lucrative prospects.

Think Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking.

These three chip stocks look bleak in the short term, but could this be a buying opportunity for long-term investors?

3 Semiconductor Stocks Underperforming Now but Poised for Future Growth

Taiwan Semiconductor Manufacturing Co executive Kevin Zhang told reporters on Tuesday that talks over a possible plant in Germany are continuing and that the earliest decision would be in August.

TSMC executive says talks on possible plant in Germany continue

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

Accenture Plc

Salesforce

Cisco Systems

Oracle

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.

News for Taiwan Semiconductor Manufacturing Stock (TSM)