Technology - Semiconductors - NYSE - TW
$ 186.01
-1.32 %
$ 815 B
Market Cap
29.81
P/E
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.[ Read More ]
The intrinsic value of one TSM stock under the base case scenario is HIDDEN Compared to the current market price of 186 USD, Taiwan Semiconductor Manufacturing Company Limited is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart TSM
FINANCIALS
2.16 T
REVENUE
921 B
OPERATING INCOME
979 B
NET INCOME
1.24 T
OPERATING CASH FLOW
-906 B
INVESTING CASH FLOW
-205 B
FINANCING CASH FLOW
760 B
REVENUE
361 B
OPERATING INCOME
306 B
NET INCOME
378 B
OPERATING CASH FLOW
-198 B
INVESTING CASH FLOW
-90.2 B
FINANCING CASH FLOW
Balance Sheet Decomposition
Taiwan Semiconductor Manufacturing Company Limited
| Current Assets | 2.19 T |
| Cash & Short-Term Investments | 1.69 T |
| Receivables | 202 B |
| Other Current Assets | 304 B |
| Non-Current Assets | 3.34 T |
| Long-Term Investments | 129 B |
| PP&E | 3.1 T |
| Other Non-Current Assets | 104 B |
| Current Liabilities | 914 B |
| Accounts Payable | 57.3 B |
| Short-Term Debt | 9.29 B |
| Other Current Liabilities | 847 B |
| Non-Current Liabilities | 1.14 T |
| Long-Term Debt | 947 B |
| Other Non-Current Liabilities | 189 B |
EFFICIENCY
Earnings Waterfall
Taiwan Semiconductor Manufacturing Company Limited
| Revenue | 2.16 T |
| Cost Of Revenue | 987 B |
| Gross Profit | 1.18 T |
| Operating Expenses | 254 B |
| Operating Income | 921 B |
| Other Expenses | -57.9 B |
| Net Income | 979 B |
RATIOS
54.36%
GROSS MARGIN
42.63%
OPERATING MARGIN
38.79%
NET MARGIN
24.45%
ROE
15.16%
ROA
18.36%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Taiwan Semiconductor Manufacturing Company Limited
| Net Income | 979 B |
| Depreciation & Amortization | 532 B |
| Capital Expenditures | -950 B |
| Stock-Based Compensation | 544 M |
| Change in Working Capital | -1.41 B |
| Others | -269 B |
| Free Cash Flow | 292 B |
Wall Street Analysts Price Targets
Taiwan Semiconductor Manufacturing Company Limited
Wall Street analysts predict an average 1-year price target for TSM of $177 , with forecasts ranging from a low of $105 to a high of $210 .
TSM Lowest Price Target
Wall Street Target
105 USD
-43.55%
TSM Average Price Target
Wall Street Target
177 USD
-4.75%
TSM Highest Price Target
Wall Street Target
210 USD
12.90%
4. DIVIDEND ANALYSIS
0.00%
DIVIDEND YIELD
0.487 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Taiwan Semiconductor Manufacturing Company Limited
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|
7. News
Prediction: These 2 Stocks Will Be Worth More Than Tesla in the Next 5 Years
Prediction: These 2 Stocks Will Be Worth More Than Tesla in the Next 5 Years
fool.com
- 11 hours ago
5 Must-Buy AI Giants for Double-Digit Returns in the Short Term
AI frenzy will continue as this technology has become the need of the hour. Five AI-centric tech giants are: GOOGL, META, TSM, ADBE, AVGO.
zacks.com
- 1 day ago
Biden completes $6.6 billion TSMC chip grant ahead of Trump admin
The Biden Administration has finalized a $6.6 billion subsidy for Taiwan Semiconductor's new Arizona plant. Transcript: Conway Gittens: A stronger-than-expected retail sales report is letting some air out of the stock market's post-election rally.
youtube.com
- 1 day ago
Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
zacks.com
- 1 day ago
3 AI Stocks to Buy Now On the Dip Not Named Nvidia
Exploring three artificial intelligence (AI) stocks not named Nvidia to buy now on the dip--Taiwan Semiconductor, Constellation Energy, and Micron.
zacks.com
- 1 day ago
TSMC Gets Government Funding. The Stock Is Rising.
The semiconductor maker is getting the money under the Chips Act. The cash will support the company's planned investment of $65 billion to create a production cluster near Phoenix.
barrons.com
- 1 day ago
US Stocks Likely To Open In Red After Jerome Powell Says No Need To Be 'In A Hurry' On Rate Cuts: Tesla, TSMC And Domino's In Focus
U.S. stocks could open on a negative note on Friday after the Federal Reserve chair Jerome Powell's comments on Thursday that the economy is showing enough strength that there is no need to be "in a hurry" on further rate cuts just yet.
benzinga.com
- 1 day ago
Taiwan Semiconductor secures CHIPS Act funding for three Arizona plants
Taiwan Semiconductor Manufacturing Co. is being awarded up to $6.6 billion in CHIPS Act funding, the Commerce Department said Friday.
marketwatch.com
- 1 day ago
Biden Cements TSMC Grant Before Trump Takes Over
The White House is racing to finish grant agreements for chip manufacturers, but some of its biggest successes might be credited to the Trump administration.
nytimes.com
- 1 day ago
US finalizes $6.6 billion chips award for TSMC ahead of Trump return
The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor production in Phoenix, Arizona.
reuters.com
- 1 day ago
Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030
According to PC Gamer, “The AMD Ryzen 7 7800X3D is simply the best gaming CPU around right now. It’s certainly the best gaming chip that AMD has ever made, but it’s also capable of outperforming Intel’s top CPU when it comes to gaming frame rates and is doing so for a lot less cash. It’s also a lot less power-thirsty, too.” Rave reviews such as this would have been considered unthinkable over a decade ago. After 50 years of playing second best to rival Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) surpassed it, thanks to CEO Dr. Linda Su, who took the reins in 2014 and AMD was able to unveil the Ryzen in 2017, which became a game changer. Based on a principle of multiple microscopic CPUs working in tandem, AMD’s Ryzen CPU outperformed Intel’s CPUs in speed and efficiency, and most importantly – cost only half as much. Ryzen and its later updates subsequently added tens of billions to AMD’s revenues, and in 2022, AMD surpassed Intel in market cap, although not in chip market share. Headwinds and Challenges Under Dr. Lisa Su, AMD’s Ryzen and Epyc CPUs have propelled the company to profitability and market cap superiority over longtime rival Intel. Despite AMD’s phenomenal turnaround over the past decade, not everything has been smooth sailing and concern-free. Unlike Intel, AMD does not own manufacturing facilities in the US. Dr. Su’s reputation and ties to Taiwan have created a strong relationship with manufacturing facilities owned by Taiwan Semiconductor Manufacturing Co, (NYSE: TSM). While the relationship between AMD and TSMC remains robust, geopolitical tensions between Taiwan and China, whose CCP leadership continues to advocate for “reunification” with Taiwan, even if by military invasion, continues to be a supply chain risk factor. While AMD’s MI300 GPU is a viable competitor to Nvidia’s H100, industry publication Tom’s Hardware estimates that AMD’s new chips sell for just 25% the price of Nvidia’s H100, despite their similar performance. This means less room for growth and lower margins. Additionally, Nvidia (NASDAQ: NVDA) isn’t standing still. In Q1, the company announced its new Blackwell platform, designed to train generative AI models at a fraction of the cost of its predecessor. Nvidia’s faster development cycle means that AMD may be stuck playing a game of catchup — putting further pressure on its pricing power, growth, and margins. US technology export restrictions require AMD, Nvidia, and other US chip makers to design lower performance versions of their top products for export to China and the Middle East. Prior iterations from Q1 2024 were rejected by the Commerce Dept. as still being too powerful, and export licenses were withheld. The counterintuitive need to create a better device to market but simultaneously designing lower capabilities is proving to be a more delicate and difficult task than anticipated. Regardless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term projections irrelevant. 24/7 Wall Street aims to present some further looking insights based on AMD’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article Lisa Su’s acquisitions of ZT Systems and various AI software companies are part of a comprehensive AI focused strategy. The acquisition of ZT Systems, a cloud architecture solution provider, is a key building block of Lisa Su’s AI development strategy objective, which is to provide AI in end-to-end computing. AMD’s MI300 GPU and future models will continue to compete with Nvidia for the AI graphics market. AMD’s chip architecture for Ryzen and other products will expand for installation applications beyond gaming, such as automobiles, IoT, and others. The threat of a PRC military invasion of Taiwan is still a major semiconductor supply chain threat, as AMD, Nvidia, Apple, and other tech companies all rely on Taiwan Semiconductor for its manufacturing needs. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. 5-10 Year Review A huge part of AMD’s success has been the Damocles sword decision to have all foundry work performed by Taiwan Semiconductor. After stints at IBM and Texas Instruments, Dr. Lisa Su became COO of AMD, assuming the CEO position in 2014. Soon afterwards, she started her overhaul of the company by splitting it into 2 divisions: Computing and Graphics, which includes desktop and notebook processors and chipsets, discrete GPUs, and professional graphics; Enterprise, Embedded, and Semi-Custom, which includes server and embedded processors, dense servers, semi-custom SoC products (including solutions for gaming consoles), engineering services, and royalties. Dr. Su oversaw the release of the Radeon 300 and Fury series, the last of the Bulldozer derivatives, and then the RX 400 series of GPUs in 2016. Based on AMD’s Zen architecture, both Epyc for servers and workstations Ryzen for laptops and desktops debuted in 2017. They innovatively took multiple micro CPUs to work as a team for superior computing power and speed. Ryzen, in particular, took the computing world and Intel by surprise, as it catapulted AMD to previously uncharted levels. 2020 saw AMD announce the acquisition of Xilinx for its field programmable gate arrays (FPGA). AMD would discontinue Xilinx production of its complex programmable logic devices (CPLD) in early 2024. Pensando Systems was added to AMD’s portfolio in 2022, with Mipsology to follow in 2023. On the AI front, 2023 saw AMD acquire Nod.ai, followed by Silo.AI, Europe’s largest private AI Lab, in 2024. Fiscal Year (Dec) Price Revenues Net Income 2015 $2.87 $3.991 B -($660 M) 2016 $11.34 $4.319 B -($498 M) 2017 $10.28 $5.253 B -($33 M) 2018 $18.46 $6.475 B $337 M 2019 $45.86 $6.731 B $341 M 2020 $91.71 $9.763 B $2.490 B 2021 $143.90 $16.434 B $3.162 B 2022 $64.77 $23.601 B $1.320 B 2023 $147.41 $22.680 B $864 M 2024 LTM (Jun 2024) $$162.21 $23.276 B $$1.354 B Key Drivers for AMD’s Stock in the Future Lisa Su’s release of AMD’s MI300 GPU has thrown down the gauntlet for AI to her cousin, CEO Jensen Huang of Nvidia, which controls close to 70% of the AI GPU market at present. AMD’s MI300 GPU (Graphics Processing Units) and similar products are addressing AI workloads for cloud computing, which is stirring up interest. Microsoft (NASDAQ: MSFT) and Oracle (NASDAQ: ORCL) are already using the MI300. As a result, AMD is now on the radar alongside other AI related stocks. The ZT Systems acquisition for $4.9 billion is a key building block of Lisa Su’s AI development strategy. By integrating ZT’s expertise in data center infrastructure, AMD will be able to offer complete AI solutions, encompassing hardware, software, and system-level integration. Therefore, AMD will soon provide a one-stop, comprehensive and integrated offering to clients seeking robust AI solutions. Data Center growth (already $2.3 billion sector revenues for AMD in Q1, +80% y-o-y), should continue to expand that area for the near and extended future. AMD 3D V-Cache chips will be an integral contributor to AMD-powered data center equipment. Stock Price Prediction for 2025 The consensus rating from over 40 Wall Street analysts is “buy/outperform” (31 buy, 7 outperform, 10 hold). Their average price target in 12 months is $186.91, which is 34.00% from the price today. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 47.12% increase. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 39.74% increase. We believe Dr. Su’s goal of end-to-end AI utility is already underway, with AMD competing with Nvidia in a similar fashion and strategy to how it challenged Intel: with comparable or superior speed and performance for lower prices. AMD’s Next 5 Years’ Outlook The past 10-year median P/E ratio for AMD is 34.27. 24/7 Wall Street is using a more conservative P/E ratio of 30 for the following price predictions. These prices also preclude an invasion of Taiwan from China, which would understandably devastate chip manufacturing worldwide. For 2026, we predict a price of $237.12, which would be a 15.56% gain year-over-year. AMD’s acquisition of ZT Systems will be a significant contributor to Dr. Su’s AI development agenda. She anticipates that the AI accelerator and GPU chip market will reach $400 billion by 2027. AMD’s Instinct and Epyc accelerators for machine learning will see a major boost in this surge. To follow up on the AI agenda, 2027 should benefit from ZT Systems’ software boost capabilities. During 2023-24, AMD invested more than $1 billion to improve its AI software capabilities and R&D activities. AMD has already made three small software AI-related acquisitions (Silo AI, Nod.ai, and Mipsology) to bolster its mid- and high-level software abstractions and help customers customize LLMs. Dr. Su and Nvidia’s Jensen Huang are blood-relative cousins, and their respective competitive drives and tech savvy make the AMD and Nvidia rivalry in AI all the more compelling when the different components are compared head-to-head. The 24/7 Wall Street price target for 2027 is $294.40. This would be a 24.16% gain year-over-year. 2028 should see AMD get an upswing from its ancillary markets. For example, AMD’s Ryzen is already a big part of the digital cockpits in the automotive market. Its partnerships with Daimler-Benz and Tesla will likely expand to other auto manufacturers as AI becomes more ubiquitous and demand escalates. Our price target is $306, a modest year-over-year gain of 3.94%. Edge computing would be another ancillary market for AMD that would benefit from AI. 2029 should see a boost in IoT applications using AMD-powered devices and digital architecture. AMD’s Multi-Chip Modules (MCM) will continue to expand, with its Epyc Milan X, the first MCM GPU, leading the way for a range of other configurations. The resulting bump would be a target price of $336, a 9.80% gain from the previous year’s price target. AMD Stock in 2030 AMD’s development of end-to-end AI computing is Dr. Lisa Su’s primary goal over the next decade. At present, no smartphone utilizes any AMD CPUs. Nevertheless, AMD has already announced the availability of Ryzen chips for mobile devices. By 2030, the growth of AI-powered mobile gaming should reach the point where the demand for Ryzen performance in smartphones by game-oriented users should see Ryzen-powered smartphones. This would be a huge boon for AMD, as the smartphone market is a major one that has long eluded it. The 24/7 Wall Street 2030 price target is $396.20. Year EPS P/E multiple Price 2025 $6.84 30 $205.20 2026 $7.90 30 $237.12 2027 $9.81 30 $294.40 2028 $10.20 30 $306.00 2029 $11.20 30 $336.00 2030 $13.21 30 $396.20 Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Here’s how it works: 1. Answer SmartAsset advisor match quiz 2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles. 3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future Get started right here. The post Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
https://247wallst.com
- 1 day ago
Taiwan Semiconductor (TSM) Price Prediction and Forecast
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 12.66% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -1.70% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 36.07% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
https://247wallst.com
- 1 day ago
8. Profile Summary
Taiwan Semiconductor Manufacturing Company Limited TSM
COUNTRY
TW
INDUSTRY
Semiconductors
MARKET CAP
$ 815 B
Dividend Yield
0.00%
Description
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
Contact
Hsinchu Science Park, Hsinchu City, 300096
https://www.tsmc.com
IPO Date
Oct. 9, 1997
Employees
65152
Officers
Ms. Li Mei He Ho
Senior Vice President of Human Resources
Mr. Jeff Su
Director of Investor Relations
Ms. Sylvia Fang
Senior Vice President of Legal, General Counsel & Corporate Governance Officer
Mr. Richard B. Cassidy II
Senior Vice President of Corporate Strategy Development
Mr. Y. P. Chyn
Executive Vice President of Operations & Overseas Operations Office and Co-Chief Operating Officer
Dr. Horng-Dar Lin
Vice President of Corporate Information Technology & Chief Information Officer
Dr. Wei-Jen Lo
Senior Vice President of Corporate Strategy Development
Ms. Elizabeth Sun
Senior Director of Corporate Communication Division
Dr. Y. J. Mii
Executive Vice President of Research & Development and Co-Chief Operating Officer
Mr. Jen-Chau Huang
Senior Vice President of Finance & Chief Financial Officer