TSMC: Why I'm Downgrading After The Company's Best Quarter Ever [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
TSMC's Q4 de-risked my prior smartphone memory cost concern. Management lifted the 2024–2029 growth target to 25% CAGR from 20%, despite smartphones being 32% of revenue. AI accelerator growth was upgraded to mid-to-high-50s% CAGR (from mid-40s). The Street had the biggest upward revisions in annual sales and EPS since 2023. Gross margins are significantly improving (62.3% gross margin; Q1 guide 63–65%), driven by higher utilization rates for advanced 3nm, 5nm, and 7nm nodes. Given TSM's high correlation with U.S. tech, I warrant caution until the broader markets in the U.S. are out of the woods. That said, I believe any dip could be a nice buying opportunity. J Studios/DigitalVision via Getty Images In my pre-earnings coverage on Taiwan Semiconductor Manufacturing Company Limited aka TSMC ( TSM ), I reiterated a Strong Buy rating on the view that AI/HPC demand and profitability would keep driving upward revisions. After a This article was written by Analyst's Disclos
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News
- Is It Too Late To Consider TSMC (TWSE:2330) After Its 58% One-Year Surge? [Yahoo! Finance]Yahoo! Finance
- Assessing Taiwan Semiconductor Manufacturing (TWSE:2330) Valuation After Strong Recent Share Price Gains [Yahoo! Finance]Yahoo! Finance
- Intel Stock Fall Despite Citi Upgrade Amid Foundry Hopes [Yahoo! Finance]Yahoo! Finance
- Micron stock climbs as CEO highlights AI demand for memory [CNBC]CNBC
- TSMC Strong Buy: The AI Supercycle Is Outrunning Chip Supply [Seeking Alpha]Seeking Alpha
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 1/15/26 - Form 6-K
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- TSM's page on the SEC website