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 Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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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.

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SG&A

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EBITDA

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Net PPE

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Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

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Cash from investing

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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

Apple

Intel

NVIDIA

Apple Inc. and Nvidia Corp. are reportedly among Taiwan Semiconductor Manufacturing Co.'s first customers of the third-party chip foundry's expansion into Arizona. Meanwhile, Intel Corp. hopes to join TSMC on the cutting edge by the end of 2023.

Apple, Nvidia reportedly among TSMC's first Arizona customers, while Intel preps for return to cutting edge in 2023

President Joe Biden, Apple CEO Tim Cook, and Nvidia's Jensen Huang are celebrating the Taiwan company's new U.S. investment. Why the benefits are likely to be limited.

TSMC Is Spending $40 Billion in the U.S. It Still Won't Solve the Chip War With China.

Sometimes, value stocks really are as good as they look.

Why Taiwan Semiconductor Manufacturing Stock Dropped Today

Reports of TSM's fab capacity utilization rates decreasing could cause headwinds for this chip giant.

2023 Could Be a Tough Year for New Warren Buffett Stock Taiwan Semiconductor Manufacturing

Taiwan's GlobalWafers broke ground last week on a separate $5 billion investment in Texas.

TSMC Will Triple Arizona Investment To $40 Billion, Among Largest Foreign Outlays In U.S. History

The company will also announce it will be producing more technically advanced chips than originally proposed.

TSMC to up Arizona investment to $40 billion with second semiconductor chip plant

Taiwanese chipmaker TSMC announced with President Joe Biden that it will build a $12 billion factory in Arizona where it will build three-nanometer chips. Biden and TSMC execs will be on hand for the announcement in Arizona.

Taiwan's TSMC will make 3-nanometer chips in $12B factory in Arizona

Is the world's largest contract chipmaker a worthwhile investment?

1 Green Flag and 1 Red Flag for TSMC's Future

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Three of them have handily beaten the market this year.

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According to GuruFocus' Guru Scoreboard, where users can sort investing gurus based on their performances over specific periods of time, one of the top-performing gurus of all time is Warren Buffett (Trades, Portfolio), who has grown Berkshire Hathaway (BRK.A)(BRK.B) at an average rate of 18.80% per year since 1980. Buffett is well-known not only for his investing expertise, but also for turning Berkshire from a struggling textile business to an incredibly well-run conglomerate of successful cash-generating businesses.

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Despite the challenges presented by the current economic downturn, there are still plenty of reasons to be optimistic about the tech sector's future. 2022 has been nothing less than a nightmare for investors in tech stocks.

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Fast-growing businesses and healthy opportunities for expansion could give these stocks a nice shot in the arm next year.

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U.S. Bancorp

Visa

Warren Buffett (Trades, Portfolio), the legendary investor who leads Berkshire Hathaway (BRK.A)(BRK.B), is known for his preference of investing in wonderful companies at fair prices that have strong competitive advantages and predictable businesses. This long-term strategy has contributed to his strong performance of an average annual return of 20% since 1965.

Warren Buffett and David Rolfe Agree on These 6 Stocks

Taiwan Semiconductor Manufacturing Co will offer advanced 4-nanometer chips when its new $12-billion plant in Arizona opens in 2024, spurred by U.S. customers such as Apple Inc to do so, Bloomberg News saidon Thursday.

TSMC plans to make more advanced chips in U.S. at urging of Apple -Bloomberg News

When it comes to process leadership going forward, the only node that makes sense to evaluate is 2nm (TSMC N2, Intel 18A), since that is Intel's first leading-edge foundry offering. According to my estimates, 18A will be half a node denser while also being 12 months earlier to market. Intel will be the new king of the hill.

TSMC Vs. Intel: The New King Of The Hill

Bank of New York Mellon

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According to the All-in-One Screener, five stocks in Berkshire Hathaway Inc.'s ( BRK.A , Financial)( BRK.B , Financial) third-quarter equity portfolio that have high margins of safety based on discounted cash flow and are either fairly valued or undervalued based on the GF Value are Visa Inc. ( V , Financial), Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial), U.S. Bancorp ( USB , Financial), Bank of New York Mellon Corp. ( BK , Financial) and Globe Life Inc. ( GL , Financial).

5 Warren Buffett Stocks With High Margins of Safety

Roku

Shopify

Key economic data was rosier than expected.

Why Taiwan Semiconductor, Roku, and Shopify Stocks All Rallied on Wednesday

Semiconductors make up a market that was worth $600 billion in 2021 and will most likely be worth at least a trillion dollars by the end of the decade. The interest is directed toward 21st century gold, thus Taiwan Semiconductor's chips, but I think it is more reasonable to focus on who enables the chips to be built, namely ASML.

TSMC Vs. ASML: Selling Shovels And Picks In The Gold Rush

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With the stock market still in the doldrums, it's becoming increasingly difficult to determine which stocks to buy. Fortunately, a number of top big money investors have already navigated similar situations in the past and grown their respective portfolios.

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“TSMC is now firmly positioned as the key enabler of the new computing revolution," wrote J.P. Morgan analyst Gokul Hariharan.

Buy Taiwan Semi Stock Into a Weak Chip Market, Says J.P. Morgan

As you may have already seen in Warren Buffett (Trades, Portfolio)'s profile on GuruFocus, Berkshire Hathaway (BRK.A)(BRK.B) invested an estimated $4.1 billion in Taiwan Semiconductor Manufacturing Co ( TSM , Financial) in the third quarter of 2022, based on the firm's latest 13F filing. This suggests the guru and/or his portfolio managers might see value in the stock after recent declines.

A Closer Look at Buffett's Taiwan Semiconductor Investment

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Berkshire Hathaway will receive roughly $6 billion in dividend payments from stocks like these two over the next 12 months.

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Taiwan Semiconductor Manufacturing and Intel are both cheap-looking stocks in the semiconductor industry. Both are mainstays of value portfolios.

TSMC Vs. Intel: I Know Which One I'd Buy

News for Taiwan Semiconductor Manufacturing Stock (TSM)