The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. TSMC (TSM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.TSMC is one of 617 individual stocks in the Computer and Techn ...

Subscribers to Chart of the Week received this commentary on Sunday, August 25. Every year, Schaeffer's Senior Market Analyst Matthew Timpane chooses a few stock picks for traders that subscribe to fellow market news platform, MoneyShow. The 2023 year saw Timpane bring in impressive profits, winning MoneyShow’s Top Pros’ Top Picks project for 2023, with his MongoDB (MDB) recommendation gaining roughly 115% on the year. When asked to return for the 2024 trading year, another pair of carefully considered stoc ...

TSMC (TSM) closed the most recent trading day at $169.07, moving -1.29% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.32%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.85%.Heading into today, shares of the chip company had gained 5.77% over the past month, outpacing the Computer and Technology sector's loss of 1% and the S&P 500's gain of 1.52% in that time.The upcoming earnings release of TSMC will be of great interest to investor ...

TSMC looks poised to be a big AI infrastructure winner.The hottest large-cap stock over the past the past five years is undoubtedly Nvidia (NVDA 4.55%), which is up over 2,900% during that stretch. However, if you missed out on Nvidia, there is another stock in the semiconductor space that looks like it could be a nice winner in the years ahead: Taiwan Semiconductor Manufacturing (TSM 2.91%), or TSMC for short.Let's look at why TSMC could be a big winner over the next few years.An AI infrastructure buildout ...

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) shares have shot up 29.6% in the past six months, outperforming the Zacks Computer & Technology sector and the S&P 500 Index’s returns of 13.1% and 10.7%, respectively. Expectations of strong top-line growth in the third quarter on the back of the increasing proliferation of Artificial Intelligence (AI) appear to have catalyzed this bullishness.The company has been a major player in the semiconductor industry, which is witnessing a solid rebound on the o ...

Investors love dividends, as they provide a passive income stream and help cushion the impact of drawdowns in other positions.And interestingly enough, several chip stocks with AI exposure – Taiwan Semiconductor (TSM) , Broadcom (AVGO) , and Micron (MU) – provide quarterly payouts.Let’s take a closer look at each for those seeking passive income paired with exposure to the artificial intelligence (AI) frenzy.Micron Forecasts Record Shattering SalesMicron’s industry-leading technologies enable the latest gen ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TSMC (TSM) .TSMC currently has an average brokerage recommendatio ...

文章核心观点 - 半导体行业过去40年来增长迅猛,未来人工智能(AI)和物联网(IoT)等新兴技术的发展将进一步推动半导体需求 [1] - 全球半导体行业预计2024-2032年复合年增长率为14.9%,到2032年将达到2062.59亿美元 [1] - 挑选优质半导体股票具有挑战性,本文推荐买入台积电(TSM),避开英特尔(INTC) [1] 台积电(TSM)亮点 - 预计将受益于苹果iPhone 16的推出和人工智能应用需求的增长 [2][3] - 2023年每股收益预计增长11.4%,股价今年已大幅跑赢半导体ETF [3] - 盈利能力强于英特尔,ROE达25.5%,股息支付率较低 [6] - 估值相对较低,市盈率为26.5倍,低于英特尔的56.6倍 [9] - 多家券商目标价上调,平均目标价为250美元 [10][11] 英特尔(INTC)风险 - 在CPU性能和AI应用领域输给竞争对手AMD [4] - ARM架构正在冲击英特尔在服务器、存储和网络领域的地位 [4] - 2023年每股收益预计下降77.5%,股息支付率高达109%,不可持续 [4][8] - 今年以来股价已大跌57.4%,远低于半导体ETF [5]

文章核心观点 - 公司正在通过战略性收购和对先进技术的投资来增强其增长潜力 [6][7][9] - 公司正在扩大人工智能和高性能计算领域的产能,以满足不断增长的市场需求 [7][8][13] - 公司的资本支出策略反映了其专注于生产能力建设的方法,以满足AI、HPC和5G应用的需求 [13] - 公司的先进制造技术(如5纳米和3纳米)正在成为其主要收入来源,并有望继续推动公司的增长 [13] - 但公司在推进先进制造技术的过程中面临着利润率压力,需要密切关注 [14][15] 根据相关目录分别进行总结 行业和公司研究 - 公司在先进技术(如AI和HPC)领域保持领先地位,并通过战略性收购进一步巩固了其市场地位 [2][6][7][9] - 公司正在大幅投资以扩大产能,满足AI、HPC和5G应用不断增长的需求 [13] - 公司先进制造技术(如5纳米和3纳米)正在成为其主要收入来源,有望继续推动公司的增长 [13] 财务分析 - 公司在推进先进制造技术(如3纳米)的过程中面临着利润率压力,需要密切关注 [14][15] - 公司的资本支出策略反映了其专注于生产能力建设的方法,但也可能限制短期盈利能力 [15] 投资评级 - 公司的股票价格有望进一步上涨,目标价位为210美元 [2][3][4] - 技术指标显示公司股票存在进一步上涨的潜力 [3][4]

It's never too frequent to talk about Taiwan Semiconductor ((TSM), the preeminent "lego builder" for the AI revolution.My colleague Ethan Feller just did a great analysis of the fundamentals two weeks ago and this week I wanted to go wide-angle on what their growth means for the global economy as they build a giant new foundry in Phoenix, Arizona.Here was the video I made Monday morning where I showed the company growth, the huge buy opportunity I missed on August 5, and some details about the first US-base ...