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Taiwan Semiconductor Manufacturing Company Limited (2330.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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641.00-10.00 (-1.54%)
At close: 01:30PM CST
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  • M
    MKL
    Intc is going to unveil chip building plan tomorrow. Is this the main reason causing TSM to drop today?
  • M
    MKL
    TSM is coming down to what it is supposed to, compared with its Price in Taiwan stock exchange.
  • a
    abraham
    I have owned this for a long time, since 2000 or so. It sure has been brutal last few days. Gut wrenching to watch. But, the overall market is in free fall right now. Fundamentally, nothing has changed for TSM. If anything, the fundamentals have improved and they have a better outlook than ever before. We probably have more downside in this market. Do your own research. Don’t listen to China scare tactics. Don’t listen to one sentence nonsense posts. IMO, this is best in class. I have no doubt that TSM will recover strongly, and eventually set new highs. Patience is required in the market. Also, as Peter Lynch once said, you have to have the stomach. All this IMHO. GL to all.
  • X
    XFrank
    forward PE 25.38: pretty undervalued at this price
  • J
    Jeremy
    Market is so volatile these days. Nothing is safe. TSMC is no exception. Again it proves that a good company does not equal to a good stock price. Target price at $120 or less in 1 week
  • S
    Stacy
    TSM delivered record breaking net profit and issues bullish multi-year guidance. This is extremely bullish for the entire semiconductor sector, especially Nvidia and AMD as well.

    https://www.reuters.com/technology/tsmc-q4-profit-rises-164-record-beats-market-forecasts-2022-01-13/

    $TSM $NVDA $AMD
  • s
    steve
    what is the problem with TSM?
  • ✔️ Daniel
    TSMC 4Q21 EPS US$1.15 BEATS estimate of US$1.12

    Will post 2022 guidance shortly
  • f
    f
    "CEO CC Wei (More) Long Term Growth

    TSMC CAGR 15%-20% revenue growth over next several years

    Gross Margin 53% and higher is achievable"

    Prepare to moon today. 15-20% long term growth is an increase in guidance over previous 10-15% growth.
  • A
    Anonymous
    Is the 32% sales growth in the December quarter before the 10% price increase? That is quite a step
    Up I’m growth versus Oct and Nov and on a tough comp y/y
    Given the shortage of chips for autos, new Apple M1 chip, and chip manuf (amd, Nvda..) saying demand for cloud and high end computing is strong with bottlenecks in delivery just starting to ease, seems like sales growth will
    Be 25-30% next year.
    I would think the stock moves to all time highs shortly
  • S
    Salvatore
    People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.
  • ✔️ Daniel
    TSMC Dec Revenue reported on Sun Jan 9th, at 9:30 PM Pacific, 4Q21 reported on Wed Jan 12th, at 9:30 PM Pacific.
  • k
    kaine
    (http://alert-sounds.com/) is a must for any trader. Their watchlist which covers pre-market movers is one of the best researched in the industry. I don’t start trading without reading their daily email each morning!
  • a
    abraham
    Man, this market is showing no mercy. Gut wrenching, but I am not selling anything into this madness. My biotechs especially, are getting crushed.
  • J
    Jeffrey
    No big relevance to AMD actually. TSM's products are adopted so well by current and future potential consumers.
  • f
    f
    NYSE behind the curve again. Even Taiwan is not dropping that much everyday.
  • J
    Jeremy
    TSMC is going in the opposite direction of Nasdaq. Interesting!
  • B
    Bobby
    The semiconductor industry is about to experience the biggest growth years ever. Last year was just the beginning. The amount of new technology pushing this growth, coupled by the supply chain recovery will drastically propel companies like TSM, $ASML, $KLAC, $AMAT, $QCOM, $MRVL, and $NVDA.
  • Y
    Ya
    my cost basis is 35, should I add more at current price?
  • R
    Real M
    Taiwan Semiconductor Manufacturing may report 4Q revenue above $15.6 billion, a new record for quarterly sales and at high end of its $15.4-$15.7 billion guidance, we believe. This is supported by a larger sales mix of its most advanced 5-nanometer (nm) node process amid strong demand for smartphone and high performance computer chips. Robust sales also point to full capacity utilization and better gross margin of about 52%, and could push 4Q operating profit up as much as 14.6% to NT$180 billion.