The company's crucial position in the artificial intelligence (AI) pipeline gives it pricing leverage that could boost its financials going forward. If you've paid even the slightest bit of attention to the tech world lately, you probably came across the topic of artificial intelligence (AI). It's harder to escape than a catchy pop song in the summer. With AI mania has come an influx of investors wanting to capitalize on the booming industry. This has caused the stocks of many companies dealing with AI to s ...

If there really is a “new industrial revolution” underway, then investors will want to buy Taiwan Semiconductor Manufacturing (NYSE:TSM) now. This is the top picks-and-shovels play for AI chip stocks and it offers a compelling growth opportunity. As the leading pure-play foundry for the semiconductor industry, Taiwan Semiconductor supplies all the major AI chipmakers including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) with their powerful chips. Because AI is still in ...

Taiwan Semiconductor pays just about the highest dividend of the AI-powered growth stocks. There aren't many high-powered artificial intelligence (AI) stocks that pay out a meaningful and growing dividend, and Taiwan Semiconductor Manufacturing (TSM -0.31%) is one of them. After retaking the chip manufacturing process lead about a decade ago, Taiwan Semi has been the go-to for leading-edge chipmaking. Tech titans Apple and Nvidia depend on TSMC's manufacturing chops to produce their in-demand chips. Taiwan ...

This semiconductor stock is at the center of the artificial intelligence boom thanks to its notable clientele. Artificial intelligence (AI) has become the single hottest investing trend over the past year and a half, and there is a good chance the rapid proliferation of this technology will continue to be a key growth driver for the stock market over the next decade as well. After all, the global AI market is expected to generate almost $2.6 trillion in annual revenue in 2032 as compared to an estimated $53 ...

文章核心观点 - 公司最近一个交易日的股价下跌0.81%,表现落后于标普500指数下跌0.16% [1] - 公司过去一个月股价上涨11.64%,超过计算机和技术板块6.77%和标普500指数3.15%的涨幅 [2] - 预计公司即将发布的财报中,每股收益将同比增长17.54%至1.34美元,收入将同比增长27.28%至199.5亿美元 [3] - 全年来看,公司预计每股收益和收入将分别同比增长18.34%和21.96% [4] - 分析师对公司的预测数据有所上调,反映了对公司业务和盈利能力的乐观预期 [5][6] 根据相关目录分别进行总结 公司表现 - 公司最近一个交易日股价下跌0.81%,表现落后于标普500指数下跌0.16% [1] - 公司过去一个月股价上涨11.64%,超过计算机和技术板块6.77%和标普500指数3.15%的涨幅 [2] 财务预测 - 预计公司即将发布的财报中,每股收益将同比增长17.54%至1.34美元,收入将同比增长27.28%至199.5亿美元 [3] - 全年来看,公司预计每股收益和收入将分别同比增长18.34%和21.96% [4] 分析师评级 - 分析师对公司的预测数据有所上调,反映了对公司业务和盈利能力的乐观预期 [5][6] - 公司目前被评为买入评级 [7] 估值情况 - 公司当前市盈率为28.63,与行业平均水平持平 [8] - 公司PEG率为1.2,与行业平均水平一致 [9][10] 行业地位 - 公司所在的半导体-电路代工行业属于计算机和技术板块,行业排名位于前1% [11][12] - 行业排名靠前的行业整体表现优于后50%的行业2倍 [12]

Without this manufacturing giant, Nvidia would not exist in its current form. You can't go five minutes without hearing about Nvidia these days. The computer chip giant recently became the largest company in the world by market capitalization and today is valued at over $3.34 trillion. Investors are betting that the huge capital spending on artificial intelligence (AI) will continue, with Nvidia maintaining its dominant market position. But what companies power Nvidia? There is one that rises above all the ...

Taiwan Semiconductor Manufacturing is about to benefit from two huge demand waves. If you've been an investor for a while, you've likely heard the phrase "picks and shovels" when referring to a company. This moniker is given to a business that may not pursue a trend directly. Instead, it's giving its clients the tools they need in their efforts. When it comes to the artificial intelligence (AI) gold rush, there are a few picks-and-shovels companies that are excelling. While many may point to Nvidia as the u ...

MF3d Taiwan Semiconductor Manufacturing Company (NYSE:TSM) just reached a new 1-year high on optimism that the chip company can back up its valuation with consistent top line growth. Taiwan Semiconductor Manufacturing's first fiscal quarter results also showed considerable promise in this regard. The chipmaker also achieved sequential market share growth in its core business and is seeing its free cash flows growing much faster than its revenues. As a result, TSMC is on a free cash flow upswing and set to F ...

With advanced semiconductors providing the computing power that fuels the ongoing artificial intelligence (AI) boom, it is hardly strange that some of the most important names in the industry witnessed massive stock market moves in recent months. Though Nvidia (NASDAQ: NVDA), with its $3 trillion market capitalization rise and overall successes, has taken much of the attention, few firms are as technologically and strategically important as the Taiwan Semiconductor Manufacturing Company (NYSE: TSM). Along w ...

JHVEPhoto Thesis In my previous article on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), I rated the stock as a "strong buy" explaining that my near-term stock price estimate stood at $238.47, which suggested a 69.8% upside from the stock price at that time of $144. Additionally, I suggested that for 2029, the stock could achieve a cost of $418.49. This last number suggested annual returns of around 33% throughout 2029. TSMC released Q1 2024 earnings on April 18. TSMC reported earnings of $ ...