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Taiwan Semiconductor Manufacturing

174.09
+2.501.46%
Pre-market: 175.401.31+0.75%07:40 EDT
Volume:11.45M
Turnover:1.99B
Market Cap:902.93B
PE:25.22
High:174.37
Open:172.65
Low:171.93
Close:171.59
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Taiwan Semiconductor Q4 Earnings: 3nm and 5nm Nodes Lead Topline Growth, Expands Margins, Issues Strong Q1 Outlook

Benzinga
·
16 Jan

Taiwan Semiconductor Manufacturing's Q4 Earnings, Sales Increase; Provides Q1 Revenue Guidance

MT Newswires Live
·
16 Jan

TSMC Stock Jumps on Better-Than-Expected Q4 Profit, Bullish AI Outlook

Investopedia
·
16 Jan

Nvidia supplier Taiwan Semi reports profit surge. AI capacity is 'very tight,' CEO says.

Dow Jones
·
16 Jan

US Stocks to Watch: TSMC, Nvidia, Tesla, Bank of America, Morgan Stanley, UnitedHealth, and More

Dow Jones
·
16 Jan

TSMC: Q4 Earnings Snapshot

Associated Press Finance
·
16 Jan

Nvidia Stock Gains. This Is Driving AI Chip Optimism. -- Barrons.com

Dow Jones
·
16 Jan

Stocks to Watch Thursday: Bank of America, Richemont, TSMC -- WSJ

Dow Jones
·
16 Jan

U.S. Chip Stocks Edge Higher Premarket After TSMC Points to Strong AI Demand -- Market Talk

Dow Jones
·
16 Jan

Asian, European Chip Stocks Rise After TSMC's AI Growth Forecast -- Market Talk

Dow Jones
·
16 Jan

TSMC Stock Jumps 7% As Chipmaker Q4 Profit Leaps to Record and Outlook Beats Estimates

Tiger Newspress
·
16 Jan

TSMC Expects Continued AI-Driven Growth After Ending 2024 Strong -- Update

Dow Jones
·
16 Jan

TSMC Q4 2024 Earnings Call Q&A: AI Demand, Overseas Expansion, and Long-Term Outlook

Live Track
·
16 Jan

Q&A on AI demand: The questioner asks if HBM (High Bandwidth Memory) is more of a constraint on AI demand rather than COWA (Chip on Wafer on Substrate) capacity, which seems to be the bigger constraint currently. TSMC responds that they don't comment on other suppliers, but affirms they have very tight capacity to support AI-related demand. They are working hard with customers to meet requirements.

Live Track
·
16 Jan

Q&A Session: 1. Gross Margin Target: An analyst questioned why TSMC has not raised its long-term gross margin target above 53% and higher, given TSMC's increased value proposition and R&D investments. 2. Management Response: TSMC reiterated that there are six factors affecting profitability each year, with different factors playing varying roles. They stated that reaching higher margins is not impossible if utilization is extremely high. However, they maintained their long-term gross margin target of 53% and higher. 3. Overseas Fab Costs: TSMC explained that U.S. fabs are more expensive due

Live Track
·
16 Jan

TSMC CFO Wendell Huang discussed Q4 2024 financial highlights and Q1 2025 guidance. Key points: 1. Q4 revenue increased 14.3% sequentially, with strong demand for 3nm and 5nm technologies. 2. Q1 2025 revenue expected to decline 5.5% sequentially due to smartphone seasonality, offset by AI demand growth. 3. Full year 2025 revenue forecast to increase by close to 20% in USD terms. 4. Capital budget for 2025 set at $38-42 billion to capture future growth opportunities. 5. AI-related demand remains robust, with AI accelerator revenue expected to double in 2025.

Live Track
·
16 Jan