Third Point - Taiwan Semiconductor: The 'Toll Road' For AI Compute [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
We view TSMC as the “toll road” of the semiconductor industry, particularly for AI compute. We believe TSMC has significant untapped pricing power which can be levered to offset (if not expand) its already admirable returns on capital. The following segment was excerpted from this fund letter. Taiwan Semiconductor Manufacturing Company Limited ( NYSE: TSM During the quarter, we added to our TSMC investment, which we initiated in May of last year. TSMC is coming off its worst year since the Global Financial Crisis, and in the years to come we see a combination of cyclical recovery plus structural growth in AI demand fueling substantial earnings growth for the company. We view TSMC as the “toll road” of the semiconductor industry, particularly for AI compute. TSMC holds more than 90% market share for leading edge semiconductor manufacturing, where all AI silicon is being processed. Beyond their reliable execution producing some of the most complex products on earth in volume,
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
- Driver killed in incident at Arizona facility that is being built by a Taiwanese semiconductor giant [Yahoo! Finance]Yahoo! Finance
- Explainer: TSMC's Arizona chip plant death demonstrates its mounting challenges in the US [Yahoo! Finance]Yahoo! Finance
- Ampere Computing pairs with Qualcomm on AI, unveils new chip [Yahoo! Finance]Yahoo! Finance
- Incident at TSMC’s Semiconductor Plant in Arizona Injures One [The New York Times]The New York Times
- UPDATE 1-TSMC says no damage to its Arizona facilities after incident [Yahoo! Finance]Yahoo! Finance
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