FLTW: An AI Infra Bet Dressed Up As An EM ETF [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
Check Earnings Report
US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
FLTW's performance and risk profile are tightly linked to TSMC's earnings, semiconductor industry cycles, and high capital expenditure requirements. At a forward P/E of 21.8x, strong growth is already priced in; further upside requires continued robust demand and positive earnings surprises. I rate FLTW a Hold, given its cyclical exposure, high expectations, and capped risk/reward profile amid potential valuation and geopolitical risks. georgeclerk/E+ via Getty Images Franklin FTSE Taiwan ETF ( FLTW ) on the surface looks like a nice way to get broad exposure to a dynamic emerging market. However, its extreme concentration in AI infrastructure with 21.7% in Taiwan Semiconductor Manufacturing Company Limited (
Show less
Read more
Impact Snapshot
Event Time:
TSM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TSM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TSM alerts
High impacting Taiwan Semiconductor Manufacturing Company Ltd. news events
Weekly update
A roundup of the hottest topics
TSM
News
- 2 Industrial Stocks You'll Wish You Bought in 2026 a Decade From Now [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- 2 Industrial Stocks You'll Wish You Bought in 2026 a Decade From Now [Yahoo! Finance]Yahoo! Finance
- TSMC: The AI Foundry Supremacy Still Has Room To Run [Seeking Alpha]Seeking Alpha
- TSMC Japan 3nm Approval And Nvidia AI Demand Versus Current Valuation [Yahoo! Finance]Yahoo! Finance
- TSMC: Much More Than Just An AI Play, Recent Jitters Present A Great Opportunity [Seeking Alpha]Seeking Alpha
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 4/1/26 - Form 4
- 3/31/26 - Form 3/A
- 3/31/26 - Form 4
- TSM's page on the SEC website