Technology -
Semiconductors - NYSE - TW
$ 199.34
4.12 %
$ 1.03
Market Cap
32.0
P/E
1. INTRINSIC VALUE
2.16
REVENUE
921 B
OPERATING INCOME
979 B
NET INCOME
1.24
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
Taiwan Semiconductor Manufacturing Company Limited
| Current Assets | 2.19 |
| Cash & Short-Term Investments | 1.69 |
| Receivables | 202 B |
| Other Current Assets | 304 B |
| Non-Current Assets | 3.34 |
| Long-Term Investments | 129 B |
| PP&E | 3.1 |
| 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 |
| Long-Term Debt | 947 B |
| Other Non-Current Liabilities | 189 B |
EFFICIENCY
Earnings Waterfall
Taiwan Semiconductor Manufacturing Company Limited
| Revenue | 2.16 |
| Cost Of Revenue | 987 B |
| Gross Profit | 1.18 |
| 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
39.40%
NET MARGIN
24.62%
ROE
15.40%
ROA
17.97%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Taiwan Semiconductor Manufacturing Company Limited
| Net Income | 979 B |
| Depreciation & Amortization | 532 B |
| Capital Expenditures | -955 B |
| Stock-Based Compensation | 544 M |
| Change in Working Capital | -1.41 B |
| Others | -269 B |
| Free Cash Flow | 287 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
-47.33%
TSM Average Price Target
Wall Street Target
177 USD
-11.12%
TSM Highest Price Target
Wall Street Target
210 USD
5.35%
4. DIVIDEND
ANALYSIS
0.37%
DIVIDEND YIELD
0.49 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
Is Taiwan Semiconductor Stock a Buy Now?
Up about 75% year to date as of this writing, Taiwan Semiconductor Manufacturing (TSM 5.28%), or TSMC for short, has been on a strong run this year as it has benefited from the AI infrastructure buildout.
fool.com
- 1 week ago
Why Taiwan Semiconductor Stock Was Moving Higher Today
Shares of Taiwan Semiconductor (TSM 5.05%) were moving higher today even though there was no company-specific news out on the stock. Instead, investors seemed to react positively to news that Intel CEO Pat Gelsinger had retired over the weekend, apparently being pushed out after the stock had flailed under his tenure.
fool.com
- 1 week ago
3 No-Brainer Stocks to Buy in December
The last month of 2024 has arrived, and 2025 is right around the corner. However, there are far too many good deals in the market to sit December out and wait for 2025.
fool.com
- 1 week ago
TSMC (TSM) Surpasses Market Returns: Some Facts Worth Knowing
In the closing of the recent trading day, TSMC (TSM) stood at $184.66, denoting a +1.92% change from the preceding trading day.
zacks.com
- 2 weeks ago
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
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.
zacks.com
- 2 weeks ago
Could Investing $10,000 in TSMC Make You a Millionaire?
The past decade has been a rewarding one for Taiwan Semiconductor Manufacturing (TSM -1.44%) investors, as shares of the foundry giant have shot up an incredible 706% during this period, turning an investment of $10,000 made in the stock 10 years ago into just over $80,000, as of this writing.
fool.com
- 2 weeks ago
TSMC founder Morris Chang offered top job to Jensen Huang, memoir shows
TSMC's founder Morris Chang asked Nvidia's Jensen Huang to consider becoming the chief executive of the Taiwanese chip giant more than a decade ago, but was turned down in just 10 minutes, Chang says in a new volume of autobiography.
reuters.com
- 2 weeks ago
7 AI Stocks I Own and Won't Stop Buying
The artificial intelligence (AI) revolution is generating unprecedented economic momentum. According to analysis from Grand View Research, market projections forecast explosive growth from $196.6 billion in 2023 to $1.8 trillion by 2030.
fool.com
- 2 weeks ago
NVIDIA (NVDA) Price Prediction and Forecast
The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 837.17%, and in the decade from August 2014 to present, they are up a preposterous 29031.91%. In June 2024, NVIDIA underwent its sixth stock split, further fueling demand for its shares as the company surged upward and is now the second largest by market cap. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. 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. NVIDIA News and Updates 11/27/2024 Nvidia is reportedly prioritizing Samsung’s GDDR7 memory for its upcoming GeForce RTX 50 series of graphics cards for desktops and AI notebooks. 11/26/2024 Nvidia has been working with a team of global researchers on a groundbreaking AI model, Fugatto (short for Foundational Generative Audio Transformer Opus 1). This versatile tool can generate or transform audio in countless ways: it can create music from simple text prompts, alter a singer’s emotion or accent, and add or remove instruments from existing songs. 11/25/2024 Nvidia’s stock declined by nearly 4% today, reaching a three-week low. 11/22/2024 PhillipCapital has downgraded Nvidia from “Buy” to “Accumulate” due to recent price swings as the company’s Blackwell processors prepare for production. Despite the downgrade, however, PhillipCapital raised the target price for Nvidia from $155 to $160. 11/21/2024 Nvidia reported impressive third-quarter earnings, surpassing analysts’ expectations. The company’s strong performance was largely driven by the robust sales of its high-powered AI chips. Nvidia reported earnings per share (EPS) of $0.81 on revenue of $35.1 billion, outperforming the projected EPS of $0.74 and revenue of $33.2 billion. 11/20/2024 Nvidia’s shares dipped by 2% today ahead of the company’s much-anticipated earnings report. Ryan Detrick, chief market strategist at Carson Group, attributed the market’s jitters to concerns over Nvidia’s earnings and geopolitical tensions. 11/19/2024 Investors are closely watching Nvidia’s upcoming earnings report, set to release tomorrow following the bell. Recent reports of overheating issues with the company’s new Blackwell GPUs have raised concerns about potential delays and design changes. Investors will be looking for insights and the company’s overall outlook during the earnings call. 11/18/2024 When installed in high-capacity server racks, Nvidia’s next-generation Blackwell data center processors overheat. This has led to the need to redesign the server racks, which in turn could potentially delay shipping for the processors. If the redesign and shipping of the processors do not occur on time, Nvidia’s major customers (Google, Microsoft, Meta, etc.) will be forced to delay their own timelines. 11/15/2024 As Nvidia prepares to release its earnings report next week, several top analysts have increased their price targets for the company. HSBC’s Frank Lee has been the most optimistic, raising his target to $200, implying a potential 36.78% upside. Susquehanna’s Christopher Rolland and Oppenheimer’s Rich Schafer also increased their targets to $180 and $175, respectively. In contrast, Raymond James’ Srini Pajjuri lowered his target to $170, although he still views any potential dip in Nvidia’s stock price as a buying opportunity. 11/14/2024 Nvidia is scheduled to report its third-quarter financial results a week from today. Analysts predict a rise of 82% year-over-year in sales to $33.04 billion and an earnings increase to 75 cents a share. The Susquehanna Financial Group raised its price target for Nvidia from 160 to 180. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $222.77 billion and $813.90 billion, respectively, those are dwarfed by NVIDIA’s $3.42 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 9.55% potential upside over the next 12 months based on the current share price of $136.92. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or 0.42% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 39.86% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 62.14% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 92.81% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 124.95% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 164.39% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 0.42% 2026 $191.50 39.86% 2027 $222.00 62.14% 2028 $264.00 92.81% 2029 $308.00 124.95 2030 $362.00 164.39% 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 NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
https://247wallst.com
- 2 weeks ago
Taiwan Semiconductor: One Of The Best AI Plays Today
TSMC's dominant market position, strategic alliances with Apple and Nvidia, and cutting-edge technologies make its current valuation too cheap to ignore despite geopolitical risks. TSMC's Q3 2024 financials show strong revenue growth, high gross margins, and robust demand for its advanced semiconductor technologies, particularly in AI and smartphones. The company's solid financial health, strategic CapEx investments, and bullish Q4 2024 guidance underscore its resilience and potential for continued growth.
seekingalpha.com
- 2 weeks ago
Better Semiconductor Stock: Nvidia vs. Taiwan Semiconductor
Artificial intelligence has been a boon to businesses in the semiconductor industry as customers upgrade their technology to support the needs of AI systems. Arguably the biggest beneficiaries of this trend are two titans of the industry, Nvidia (NVDA 0.66%) and Taiwan Semiconductor Manufacturing (TSM -0.67%), popularly known as TSMC.
fool.com
- 2 weeks ago
3 Top Tech Stocks to Buy Right Now
The best technology stocks rarely come cheap in bull markets. But despite the broader market hovering near its all-time high, a handful of high-quality companies' stocks have stumbled, for reasons ranging from regulatory scrutiny to geopolitical fears.
fool.com
- 2 weeks ago
8. Profile
Summary
Taiwan Semiconductor Manufacturing Company Limited TSM
COUNTRY
TW
INDUSTRY
Semiconductors
MARKET CAP
$ 1.03
Dividend Yield
0.37%
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. Sylvia Fang
Senior Vice President of Legal, General Counsel & Corporate Governance Officer
Dr. C. C. Wei Ph.D.
Chairman & Chief Executive Officer
Mr. Jeff Su
Director of Investor Relations
Ms. Li Mei He Ho
Senior Vice President of Human Resources
Dr. Wei-Jen Lo
Senior Vice President of Corporate Strategy Development
Ms. Elizabeth Sun
Senior Director of Corporate Communication Division
Mr. Jen-Chau Huang
Senior Vice President of Finance & Chief Financial Officer
Mr. Y. P. Chyn
Executive Vice President of Operations & Overseas Operations Office and Co-Chief Operating Officer
Dr. Y. J. Mii
Executive Vice President of Research & Development and Co-Chief Operating Officer
Dr. Horng-Dar Lin
Vice President of Corporate Information Technology & Chief Information Officer