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Taiwan Semiconductor Manufacturing Company Limited (TSM)

NYSE - NYSE Delayed price. Currency in USD
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93.32+2.91 (+3.22%)
At close: 04:00PM EDT
93.50 +0.18 (+0.19%)
After hours: 07:59PM EDT
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  • G
    George
    Bitcoin investment is one of the quickest past to financial freedom anyone could think of especially with the current status.
  • ✔️ Daniel
    TSMC April Record Revenue was TWD172.6B (USD5.8B).
    Up 55% YOY
    New Price Hikes Scheduled
  • ✔️ Daniel
    Has Intel Stumbled Again?
    Intel is evaluating a revision to its blueprints for the 14th Gen Core "Meteor Lake" CPUs by turning to TSMC's 5nm process family to manufacture all of the integrated chips, according to industry sources.

    https://www.digitimes.com/news/a20220503PD216/intel-4-tsmc.html

    https://gadgettendency.com/is-intel-having-problems-with-a-new-process-technology-again-the-company-is-evaluating-the-possibility-of-releasing-meteor-lake-cpus-at-tsmc-facilities
  • B
    Bobby
    Semiconductor stocks looking very overwild now. Semiconductor companies are at an inflection point. The fabs are running at 100% capacity, equipment can't be built fast enough, sales are way up with backlogs of orders for a couple years out. Demand is only increasing. Most are oversold due to a worry that is proving to be incorrect. Oversupply is not happening! At least not in the next 2-3 years, if at all (I believe cyclicality is no more for semiconductors). TSM, $QCOM, $AMD, $KLAC, $ASML, $LSCC, $NXPI, $ON, $TXN...all the major players are having some of their best quarters ever, beating expectations and stressing NO diminishing demand foreseen for years out. And this is even with supply chain headwinds, which will eventually ease. My point, demand is stable while the macroenvironment is not. Certain technologies (like semi's & cloud) will continue to grow and outperform regardless of how negative sentiment becomes. GLTA!
  • W
    WALKER
    Tsmc is the king of chips this price is a deal!!!
  • T
    Tjandra
    Just dial in to both MSFT and Alphabet earning call, it is very clear the datacenter business are flourishing! As MSFT CEO said, all businesses are aggressive embarking to cloud based migration, all facet of MSFT business all have double digit growth, especially for Azure which continue having 49% growth in constant currency. Even for Alphabet, misses is mainly due to YouTube not meeting the estimate, which can be attribute loss to TikTok, which indicate user preference in short reel format, similar to what Meta faced, but not because user suddenly stop using Social media. One thing interesting from MSFT earning call is even MSFT Window is growing! There is lots of report said PC demand is softening, we know Apple notebook and Desktop are selling well, and now we know all other Window powered PC and Notebook, should continuously growth too. Therefore, the doomsday narrative that Technology companies growth story is coming to an end is a fabricated story, with the purpose to short sell or massive Put position during the interest rate hike period, which trying to buy these highly valued prize technology stocks at big discount!
  • C
    Chalge
    is this a good buy stock ?
    any help please
  • m
    mark
    TSM just released the monthly rev, and as expected, the MoM is not much. TSM utilization rate is over 100%+, and if there is no additional capacity added, the revenue will be around $5.9B per month now.
    Still, the YoY will be on track to have 30% YOY increase.
    Current TTM PE is 16, and forward PE 15, so under value, and is on the history low end. Does it matter?

    Look like what matter now, IMHO, is the institutional investors, who continue to sell their positions. Once sold out, the fundamental will matter.

    Guess which 2 investors sold in the past 5 months?
    Are they done selling?
    Why they want to sell?
    Anyone knows?
  • D
    Derek
    Qualcomm,Nvidia & Intel all switch their high end order to TSMC, Darpa certify TSMC to produce sophisticated IC without heating problem for F35 jet fighter…etc, TSMC is exclusive leader in IC foundry, $93 is far far far too low !
  • M
    M1
    AMD uses TSM and they project a 61% increase in revs, how is TSM performing like this?

    CCP will not roll on Taiwan, the world already gave them to China, any show of force is just peacocking.
  • R
    Rasmus
    AMD earnings came in better then expected with strong demand. Chip stocks certainly still investable contrary to some recent opinion.

    "AMD’s results on Tuesday suggest that the chipmaker is still growing fiercely, with 71% sales growth in the first quarter. Revenue: $5.89 billion, versus $5.52 billion expected, up 71% year-over-year"
  • e
    elc
    Where is TSMC in the Quantum space ?

    Keep hearing about ASML. How does TSMC fit into that narrative ?
  • M
    MKL
    TSM PE
    TTM. 20
    Forward PE 15
    All is the lowest in the past 5 years. Is it bottom now or close to the bottom?
    Only the strong heart will buy now. Good luck and best wish to.all investors of tSM, under such a pessimistic sentiments without losing confidence
  • R
    Rachel
    Wow! I just found a site that gives the top stocks to trade every single day for free! (http://traderspot.club)
  • Y
    Yahoo Finance Insights
    Taiwan Semiconductor Manufacturing Company reached a 52 Week low at 89.30
  • B
    Bobby
    TSMC out here becoming the most advanced and significant chip manufacture on the planet making more money and growing more than ever. Meanwhile the stock is selling off. I imagine soon that investors will eventually wake up and realize not all tech is the same. Trading has been in anticipation of an industry downturn, but not sure how many quarters of record growth can be achieved before people realize that the downturn in nowhere in sight. The super cycle is here. The stock can go down to $10 and it still doesn't change the fact there is no other chip manufacturer that compares and this gap will only widen for quite some time. TSMC will soon be making chips for every single advanced semiconductor company, even for the ones attempting to make them themselves. In the mean time, they will continue to grow much faster than expected and 5-10yrs from now you will be thankful for the opportunity to get in at these prices. Demand is only growing and far outweighs any delays in progressing to the next process. TSMC dominates the industry, it is the best of breed. It could likely shutdown all operations for many years and the competition still wouldn't be caught up. 3nm will dominate for the next 3yrs at least and 2nm will take over from there. They have 80% market share in 5 & 7nm and a monopoly in 3nm. A PE of 17 (5yr average is 24), a PEG of just 1, around 40% margins, a 30% ROE, $1.2 TRILLION in cash holdings with $1.5 TRILLION in yearly revenue. They are growing revenue over 35% and have an overall growth CAGR of 15-20%....all while being at a 52 week low. Rarely does an opportunity like this happen to buy an industry leader at such a discount.
  • S
    Semi_fan
    AMD q1 report will lift all semis especially TSM. It willl most likely push intc down since all their BS from last week's report will become clear.
  • C
    Cedric
    Bought 100 shares at 87.95. Sweet!
  • J
    Jasper
    Taiwanese stock market will follow U.S. stock market's performance today. TSM will do well tomorrow.
  • J
    Jasper
    TSM to raise their products' pricing to 6% by next years. Also announcing dividends.