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Taiwan Semiconductor Manufacturing Company Limited (TSM)

NYSE - NYSE Delayed price. Currency in USD
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133.83-6.83 (-4.86%)
At close: 04:00PM EST
133.80 -0.03 (-0.02%)
After hours: 07:18PM EST
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  • 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
  • ✔️ Daniel
    TSMC 4Q21 EPS US$1.15 BEATS estimate of US$1.12

    Will post 2022 guidance shortly
  • M
    Mihir
    $MU conversation
    If the broader markets remain relatively flat tomorrow I think we could be in for a great day for semis. The largest semi company in the world, $TSM, reports pre-market. They released pre-lim guidance that exceeded expectations, so I am hoping for some solid earnings. Furthermore, all of the semis that have reported so far are doing well and I expect the trend to continue. All in all, I think we could see a solid surge in semis tomorrow, especially our beloved $MU.
  • 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.
  • J
    Jupiter
    Don’t know why Taiwanese try to
    Overvalue TSMC?Too much uncertainty short or long risk! TSMC target price in 3 years $100? $80? $50?
  • 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.
  • 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
  • ✔️ 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.
  • R
    Rob
    If the drop tonight on TW markets continues you may get a chance to add more at pre-earnings valuations.
  • 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?
  • 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!
  • ✔️ Daniel
    TSMC guidance is US$16.6 billion to US$17.2 billion for 1Q22, up 31% over 1Q21
  • R
    Rob
    Will we fill the gap back to 132?
  • H
    HW Graff, Trading Savant Is Back
    $UVXY conversation
    Anyone catch this bone from yesterday. Majority profit in a bad market day
    HW Graff, Trading Savant Is Back
    21 hours ago
    $UVXY conversation
    $tsm is my earning bet having 120K in it, after sold osme at the pop this week
  • 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.
  • W
    William
    TSM has been consolidating for a year. This long basing period suggests it is akin to a tightly coiled spring. It will be interesting to hear what the se---side guys say say. One thing for sure is I imagine a few of them were caught offsides by this kind of earnings report. The strong gap-up ten days with volume is what caught my eye. I had already believed they were accumulating the stock as stealthily as they could ~ but that day on 1/3 kinda spilled the beans. Congrats to the long-terms bull on this one.
  • K
    Kevin
    Sold at $109. With 20k profit, back in premarket today. I’m a little worried. If you are afraid of failing, you will never succeed!
  • J
    Jeffrey
    No big relevance to AMD actually. TSM's products are adopted so well by current and future potential consumers.
  • J
    J
    $AAPL conversation
    Very interesting after a stellar report by $TSM, $AAPL, its largest customer is down. Mediatek its 2nd largest customer is barely up, and $AMD its 3rd largest customer is down big. Lmao!!!