Taiwan Semiconductor: Solid HPC Revenue, Partially Offset By Smartphone Seasonality (Downgrade) [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Seeking Alpha
In terms of revenue breakdown by platform, there was weak demand in the smartphones segment (due to seasonality), which was offset by strong demand in the HPC segment. TSMC received a grant of up to $6.6 billion from the US government under the CHIPS Act. TSMC's revenue forecast for the smartphone segment has been lowered, but the outlook for the HPC segment remains strong. The rating is Hold. Investment thesis We have covered Taiwan Semiconductor Manufacturing Company Limited ( NYSE: TSM ) before, and as we expected, our revenue distribution expectations were met, with the percentage of HPC revenue exceeding the percentage of smartphone revenue. This was not Recommended For You
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TSM
Earnings
- 4/19/24 - Beat
TSM
Sec Filings
- 5/15/24 - Form 6-K
- 5/10/24 - Form 6-K
- 5/10/24 - Form 6-K
- TSM's page on the SEC website