TSMC: Much More Than Just An AI Play, Recent Jitters Present A Great Opportunity [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
TSM is guiding for Q2 revenue of $34.6B-$35.8B and gross margins of 63-65%, with management anticipating 30% revenue growth and $52B-$56B capex in 2026. Capacity for advanced nodes is booked out through at least 2026, with potential for further price increases and strategic expansion into Japan for 3nm production. TSMC is not a pure AI play — its advanced manufacturing underpins multiple tech sectors, supporting a long-term, buy-and-hold investment thesis. BING-JHEN HONG/iStock Editorial via Getty Images Introduction Taiwan Semiconductor ( TSM ) recently retreated from its all-time highs, and with the earnings coming up over the next two weeks, I wanted to give an update on what to expect and what I'm looking for, and also give some comments on This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opini
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
- FLTW: An AI Infra Bet Dressed Up As An EM ETF [Seeking Alpha]Seeking Alpha
- TSMC Japan 3nm Approval And Nvidia AI Demand Versus Current Valuation [Yahoo! Finance]Yahoo! Finance
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