Taiwan Semiconductor Manufacturing Company Limited (TSM)

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.

3 Genius Ways to Invest in Quantum Computing and Artificial Intelligence (AI)

Right now, artificial intelligence (AI) investing is all the rage. AI hyperscalers are spending billions of dollars on AI computing equipment, and that trend doesn't appear to be slowing anytime soon.

TSM Soars 18% in a Month: Should You Buy, Sell or Hold the Stock?

Taiwan Semiconductor's 18% surge underscores its AI-fueled momentum and dominant chipmaking edge. However, near-term headwinds suggest holding may be the wiser move.

Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock

TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Cadence and TSMC Extend Partnership to Drive Next-Generation Innovation

CDNS deepens its TSMC alliance with AI-driven design, 3D-IC advances, new IP and key acquisitions to power next-gen chips.

Don't Fear AI Bubble, There Will Be Winners - Tech Contrarians

Tech Contrarians on stretched sector valuations. AI-driven spending raising sustainability concerns and potential bubble risks.

Trade Tracker: Steve Weiss trims Taiwan Semi

Steve Weiss, chief investment officer and founder of Short Hills Capital Partners, joins CNBC's “Halftime Report” to detail why he is trimming his position in Taiwan Semiconductor Manufacturing Company.

Cloud Service Provider sector trends remain positive; upside seen in TSMC, Western Digital: analysts

Wedbush analysts said their recent electronics supply chain tour through Asia provided them with “only more conviction” around a number of incrementally positive trends in Cloud Service Provider (CSP) requirements as well as now certain areas of consumer spend. In artificial intelligence (AI) spending, they wrote that “any revisions appear to be to the upside,” while CSP demand for standard compute servers “is better than previously anticipated.

Silicon Creations Receives 9th Consecutive TSMC OIP Partner of the Year Award for Mixed Signal IP

LAWRENCEVILLE, Ga.--(BUSINESS WIRE)-- #Collaboration--Silicon Creations, a leading supplier of high-performance analog and mixed-signal intellectual property (IP), has been recognized as the 2025 TSMC Open Innovation Platform® (OIP) Partner of the Year in the Mixed Signal IP category. This marks the ninth consecutive year Silicon Creations has received this prestigious recognition, underscoring their unwavering commitment to quality, customer support, and innovation. Together with TSMC, Silicon Creations has he.

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Intel approaches TSMC for investments or partnership, WSJ reports

Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships, the Wall Street Journal reported on Thursday, citing people familiar with the matter.

TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?

Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.

Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Sept 2025)

Shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), AKA TSMC, just hit an all-time high of $286.00.

proteanTecs Announces Silicon-Proven IP on TSMC's Advanced N2P Process

HAIFA, Israel--(BUSINESS WIRE)-- #proteantecs--proteanTecs®, a global leader in advanced analytics for semiconductor health and performance monitoring, today announced the successful silicon-proven validation of its innovative IP-based health and performance monitoring technology at TSMC's industry-leading 2nm (N2P) process node. The company is a member of the TSMC IP Alliance Program, a key component of TSMC's Open Innovation Platform® (OIP). This achievement marks a significant step forward, reinforcing pro.