Taiwan Semiconductor Manufacturing Company Limited (TSM)

Buy These 5 Dividend Growth Stocks as U.S. Inflation Rate Hits 3%

As U.S. inflation hits 3%, dividend growth stocks like Vertiv, TSM, Oracle, Lam Research, and Elbit Systems shine.

Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?

Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.

TSMC: Buy The Dip, But Don't Buy The Top

Taiwan Semiconductor Manufacturing Company Limited rides high as the dominant advanced foundry with no credible near-term challengers, critical to the AI value chain. TSM's overseas expansion in Arizona helps mitigate geopolitical risks, with manageable margin dilution and strong demand from AI and HPC sectors supporting stable growth. Despite robust fundamentals and pricing power, TSM's valuation leaves little safety margin, and future growth depends on flawless execution by major clients like AMD and OpenAI.

Taiwan Semiconductor's Foundational Role Signals It May Be Undervalued Versus Nvidia, Analyst Says

Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) is gaining momentum as the artificial intelligence frenzy from tech giants drive unprecedented growth.

TSMC Continues To Embody What A Structural Advantage Looks Like

The AI boom represents the biggest secular tech wave since the internet era, and TSMC is structurally positioned to be one of its primary enablers. Its Q3 results showed explosive 45% revenue growth and strong margin expansion, proving its efficiency in capturing AI-driven demand. TSMC's unmatched leadership in advanced nodes and disciplined capacity planning create a compounding structural advantage few can replicate.

TSMC Earnings: I Wish I Hadn't Sold

Taiwan Semiconductor Manufacturing Company Limited just released its third quarter earnings. The company widely beat expectations on both revenue and EPS. TSM stock sold off after earnings came out, which was irrational in my view. The reported figures and guidance were both excellent.

Taiwan Semiconductor's Q3 Earnings Beat Estimates, Revenues Rise Y/Y

TSM posts a 39% EPS jump and a 40.8% revenue surge in Q3 2025, beating estimates with expanding margins.

TSMC: Buy The Backbone Of The Semiconductor Industry

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, beating expectations with 40.8% revenue growth and robust demand for advanced chips. TSM's dominance in leading-edge foundry technology, especially in AI and HPC, secures its market leadership and premium pricing power. Valuation remains reasonable given TSM's profitability, scale, and strategic partnerships, with continued growth expected from AI and next-gen chip demand.

Analysts Aren't Buying into AI Bubble Fears — Instead, They're Even More Bullish

Analysts at Barclays just raised their price target on Taiwan Semiconductor (NYSE: TSM) to $275 with an “Overweight” rating.

3 Reasons To Buy TSMC's Q3 2025 Beat And Raise

TSMC has delivered its second consecutive earnings beat and raise this year, fuelled by stronger-than-expected growth in Q3. In addition to validating the resilient AI spending environment, TSMC's outsized growth has also been critical for preserving its margins from imminent deterioration due to costly growth initiatives. In the following analysis, we dive into three confirmations from TSMC's Q3 earnings update that point to further upside from current levels that market has yet to price in.

TSMC Is Getting The Best Out Of Everyone's Buck

Taiwan Semiconductor Manufacturing Company Limited's Q3 results confirm that it's getting the best out of the AI CapEx dollars spent, and stands to gain more from smartphone demand recovering next year. TSM is forecasting a mid-40% CAGR in AI-related business through 2029, benefiting AI and smartphones moving to smaller nodes. The next upcoming node is 2nm, which is set for 60K monthly output in 2026 and will sell at 10-20% more than 3nm.

TSMC: A Strong Buy At All-Time Highs

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, beating expectations with robust revenue growth and expanding gross margins. TSMC dominates the foundry market with over 70% share, benefiting from surging AI chip demand. The company is seeing strong revenue and earnings momentum. Gross margins are rising. The foundry raised its 2025 revenue and CapEx guidance amid a booming AI chip market.

Stocks drift higher, led by Nvidia, TSMC

U.S. stock indexes are ticking higher on Thursday following an encouraging signal for the artificial-intelligence boom.

TSMC: Soaring To New All-Time High, No Longer An Ultra-Bargain (Downgrade)

Taiwan Semiconductor Manufacturing Company Limited delivered strong Q3 results, driven by surging AI chip demand. TSM's revenue soared over 40% year-over-year, with expanding margins and significant growth in high-end 3nm and 5nm chip processes. Despite heavy capital expenditures, TSM maintains positive free cash flow, benefiting from operating leverage and pricing power in the AI chip market.

TSMC's Results Add Another Feather in the Hat of AI Bulls—What You Need to Know

Taiwan Semiconductor Manufacturing Co. (TSM) posted record earnings and lifted its outlook, in what could be taken as another strong signal of AI demand.

TSM Earnings Show Company's Centric Role in Chip Trade

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and how it offers a roadmap for TSMC and all the names it's connected to for the months ahead.

TSMC Continues To Outperform, Powered By The AI Boom

Taiwan Semiconductor Manufacturing Company Limited continues to outperform expectations across the board. TSM's profitability is outstanding due to scale advantages. The competitive moat remains intact.

TSMC: Unprecedented Growth Outlook For A Company Of This Scale

Taiwan Semiconductor Manufacturing Company Limited is a big company with $119 billion in annual revenues. Management has guided for 45% revenue CAGR over the next 5 years. This is unheard of at this scale. Making the outlook even more rosy is the fact that margins in TSMC's next-generation N2 node are expected to be structurally higher than that of the N3 node. TSM stock is trading at a mere 22.6x 1-yr fwd P/E below even that of the S&P 500, which is at 22.8x. Looks like a major mispricing to me.

Taiwan Semiconductor Q3 financial results top estimates on AI chip demand

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) on Thursday reported better than expected financial results for the third quarter 2025, as its earnings reached a new record on artificial intelligence (AI) semiconductor demand. The company's earnings for the period climbed 39.1% year over year to NT$452.3 billion (New Taiwan dollars), surpassing the NT$417.69 billion analyst consensus estimate provided by LSEG.

Chip stocks rise after TSMC's rosy outlook on strong AI demand

Semiconductor stocks advanced on Thursday after top contract chipmaker TSMC issued a rosy forecast, fanning optimism about demand for artificial intelligence infrastructure in a week of multi-billion-dollar deals across the sector.

TSMC announces nearly 40% increase in profits, Trump confirms China trade war

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance moves for October 16, 2025. TSMC, the world's largest contract chipmaker, reported earnings that showed a 39% jump in third quarter profits.

Buy the Surge in Taiwan Semiconductor Stock as Q3 Results Approach?

Riding a wave of unprecedented demand for next-gen AI chips, Taiwan Semiconductor is expected to post record Q3 results on Thursday, October 16.

Rising AI Chip Demand to Boost Taiwan Semiconductor's Q3 Revenues

TSM's Q3 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising operation costs may have weighed on profitability.

Taiwan Semi (TSM) is Going to $400

Taiwan Semiconductor ( TSM ) reports September quarter results Thursday morning and as the stock bounces back sharply from Friday's trade war jitters, investors look forward to the continuous good news from the planet's top AI foundry. For instance, Susquehanna raised their price target to $400 from $300 last week after TSM reported a 31.4% increase in September sales (vs.

Should You Buy Taiwan Semiconductor Stock Before Oct. 16?

TSMC: Cutting Through The Macro Noise Ahead Of Q3 Earnings

Taiwan Semiconductor Manufacturing Company Limited is rated a Buy, driven by robust EPS growth forecasts and strong fundamentals ahead of its Q3 earnings report. TSM's premium valuation is justified by double-digit earnings growth, resilient margins, and favorable pricing trends despite geopolitical and tariff uncertainties. Technical analysis supports the bullish case, with shares in an uptrend and a favorable risk/reward setup near $250 if a post-earnings dip occurs.

Should You Buy, Sell or Hold TSM Stock Before Q3 Earnings Release?

Taiwan Semiconductor's Q3 results are likely to reflect the benefits of AI-driven chip demand. However, high global expansion costs might have weighed on profitability.

Stock Market Mixed, But AMD, Nvidia, Taiwan Semi Lift AI; Tesla Launches Stripped-Down EVs: Weekly Review

The stock market was mixed, with AMD and Nvidia lifting the S&P 500 and Nasdaq to highs while the Dow Jones fell. Tesla launched cheap EVs.

TSMC: Billion-Dollar Deals Flowing Through Its Indispensable Foundry Monopoly

No matter who emerges as the winner, be it NVDA, AMD, or AVGO, TSMC remains the ultimate winner thanks to its indispensable nature as the world's leading foundry. Thanks to the numerous billion dollar deals, I believe that TSM remains well positioned to deliver high growth, profitable prospects, significantly aided by the growing global capacities. This is especially since TSM's higher capacity utilization has already well balanced the lower margin overseas fabs, with it likely to balance the tariff risks from Q3 '25 onwards as well.

LRCX vs. TSM: Which Semiconductor Stock Is the Better Bet Right Now?

Lam Research outshines Taiwan Semiconductor with stronger earnings momentum, fewer geopolitical risks and rising demand from AI-driven chip innovation.