TSMC and the AI Bottleneck: Why the Thesis Is Maturing, Not Breaking [Yahoo! Finance]
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: Yahoo! Finance
This article first appeared on GuruFocus The most important shift around Taiwan Semiconductor Manufacturing Company ( NYSE:TSM ) isn't uncertainty, it's clarity. The stock trades near highs not because the narrative is frothy, but because the role is now well understood. TSMC is no longer a cyclical foundry leveraged to smartphones. It has become the manufacturing constraint inside the global AI buildout. The debate is no longer whether AI demand is real. Order books, pricing, and multi-year capacity commitments have settled that. The relevant question now is economic: what returns are embedded in a mid-30s earnings multiple, and what has to go right for owners to earn acceptable forward returns? AI Is the Earnings Engine, Quantify It Is TSM fairly valued? Test your thesis with our free DCF calculator. High-performance computing (HPC), which includes AI accelerators, now represents more than half of quarterly revenue. Advanced nodes (5nm and below) account for the majority
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
- How To Trade Semiconductor Giant TSM? [Yahoo! Finance]Yahoo! Finance
- U.S.-Iran War: Hidden Risks For Semiconductors [Seeking Alpha]Seeking Alpha
- 1 Clear AI Winner Investors Should Load Up On [Yahoo! Finance]Yahoo! Finance
- China's Hua Hong advances 7nm chip technology as AI semiconductor race intensifies [Yahoo! Finance]Yahoo! Finance
- China's Next Chip Push Moves Toward 7 nm [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 3/17/26 - Form 6-K
- 3/10/26 - Form 6-K
- 3/2/26 - Form 6-K
- TSM's page on the SEC website