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

The pure-play semiconductor foundry has a massive tailwind at its back.

Will Taiwan Semiconductor Manufacturing Be a Trillion-Dollar Stock by 2032?

NVIDIA

Are these two semiconductor stocks a good buy at its current price levels?

Best Undervalued Stocks To Buy Right Now? 2 Semiconductor Stocks To Watch

Warren Buffett just went big on this new investment. Should you join him?

Warren Buffett Just Bought 60 Million Shares of this Tech Stock

Has Warren Buffett made the right move by purchasing a big stake in this semiconductor foundry giant?

Will Taiwan Semiconductor Manufacturing Stock Fly or Fall in 2023?

Berkshire Hathaway has a big new technology investment.

Should Investors Follow Warren Buffett Into Taiwan Semiconductor Stock?

Tax incentives could be a huge tailwind for the semiconductor industry.

More Bullish News for Berkshire Hathaway's Semiconductor Stock

CrowdStrike

These wealthy hedge fund managers were buying stocks as the market was falling in the third quarter.

2 Unstoppable Growth Stocks That Billionaires Are Buying in a Bear Market

Occidental Petroleum

Berkshire Hathaway made big investments in these dividend payers during the third quarter.

3 Dividend Stocks Warren Buffett Just Bought

Taiwan Semiconductor stock surged more than 10%, after Warren Buffett's Berkshire Hathaway disclosed a $4.1 billion stake in the chipmaker. Although Buffett's track record as a technology investor is not the best, TSM stock clearly offers value hunters a lot to like.

Don't Follow Buffett Blindly Into Taiwan Semiconductor - But Buy It Still

Enphase Energy

Axcelis Technologies

Amkor Technology

Ichor Hlds

KLA-Tencor

Lattice Semiconductor

Microchip Technology

Monolithic Power Systems

MaxLinear

NXP Semiconductors

ON Semiconductor

PDF Solutions

Silicon Laboratories

STMicroelectronics NV ADR RegS

Synaptics

United Microelectronics

Wolfspeed

Nvidia Corp., which said yesterday that quarterly sales slumped, exemplifies the cyclical nature of the semiconductor industry despite the company's inroads into fast-growing markets.

18 semiconductor stocks that shine when compared with Nvidia this earnings season

The purchase has implications not only for Berkshire, but also the chip industry at large.

What Warren Buffett's $4 Billion Bet Means for Semiconductor Stocks

Amazon

Berkshire Hathaway's portfolio is stacked with high-quality stocks, but these industry leaders stand out from the pack.

2 Top Warren Buffett Stocks to Buy Now and Hold Forever

Duolingo

The analysts who follow these beaten-down stocks think they can put up market-beating gains for investors who buy them on the dip.

3 Beaten-Down Growth Stocks That Could Rise 46.4% to 59.1% According to Wall Street

Taiwan's government on Thursday proposed larger tax breaks for technology companies' research and development efforts as it seeks to provide further support for the crucial semiconductor industry and stay competitive internationally.

Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge

Unlike most funds, Berkshire Hathaway (US:BRK.A, US:BRK.B) is a public company, which means we get a good idea of what Warren Buffett and Charlie Munger are buying and selling when the company reports earnings.

Buffett's Berkshire Hathaway Buys Taiwan Semiconductor, Adds to Occidental Petroleum Stake

Advance Auto Parts

Citizens

Eldorado Gold

General Motors

PayPal

In 2021, meme stocks or investments that generated intense grassroots interest (typically via public internet forms) were all the rage. In 2022? Not so much.

7 Meme Stocks That Are Actually Worth Betting On

Taiwan Semiconductor Manufacturing has the largest market share of the chip manufacturing industry. The company manufactures chips for leading tech companies such as Apple, Nvidia, AMD, Qualcomm, and more.

Taiwan Semiconductor: Buffett's $4 Billion Bet Is A Seal Of Approval

Invesco BLDRS Emerging Markets 50 ADR Index Fund

Freedom 100 Emerging Markets ETF

Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF

VanEck Vectors Semiconductor ETF

Warren Buffett's Berkshire Hathaway scooped up some shares of Taiwan Semiconductor. Shares of the company gained massively on the news.

Should You Buy Taiwan Semiconductor-Heavy ETFs Now?

Invesco Dynamic Semiconductors ETF

QUALCOMM

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

SPDR S&P Semiconductor ETF

Warren Buffett acquired $4.1 billion stake in Taiwan Semiconductor in the third quarter.

Semiconductor ETFs Surge on Warren Buffett's Stake Disclosure

Jefferies Financial Group Inc

Louisiana-Pacific

Warren Buffett (Trades, Portfolio), who heads the world's largest investment conglomerate Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial), has been extremely active in 2022. In previous posts, I've written about how Buffett showed restraint in 2020 but is now splashing the cash in a variety of investments, “being greedy while others are fearful” so to say.

3 Quality Stocks Warren Buffet Loaded Up on in the 3rd Quarter

On CNBC's "Options Action," Michael Khouw of Optimize Advisors said that Taiwan Semiconductor Mfg. Co.

Traders Expect Taiwan Semiconductor Shares To Continue Rallying After Buffett Takes $4B Stake - Taiwan Semiconductor (NYSE:TSM)

Analog Devices

Applied Materials

GlobalFoundries

If any investor has stood the test of time, it is Warren Buffett. For years, the “Oracle of Omaha” has had a rock-star-like presence in the investing world.

Top Wall Street Analyst Follows Warren Buffett's Lead and Says Buy Top Semiconductor Stocks

Adobe

Cisco Systems

Intel

JPMorgan Chase & Co

Microsoft

Procter & Gamble

Visa

John Overdeck is the co-founder of Two Sigma Advisers, a New York-based data-driven hedge fund.

These Are John Overdeck's Top 10 Holdings

Taiwan Semiconductor is a top-tier technology company with the best balance between growth, profitability, and valuation. Geopolitical tensions between Taiwan and China have created a relative discount on Taiwan Semiconductor stock vs. Western semiconductor peers.

Taiwan Semiconductor: Warren Buffett Is Right On The Money

Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is up more than 10% this morning after a regulatory filing revealed legendary investor Warren Buffett to have built a sizable stake in the world's leading chipmaker. Buffett spent $4.

TSMC stock jumped 13% on Tuesday: what happened?

News for Taiwan Semiconductor Manufacturing Stock (TSM)