Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and Development Expenses

Sales, General and Administrative Expenses

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Earnings data Q1 2021

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Earnings data Q1 2023

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Earnings data Q1 2024

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TSMC reports solid 2022 growth despite Q4 revenue dip

TSMC's Q4 2022 performance showcased revenue decline but improved gross margins, with strong full-year growth and positive EPS and ROE.
Challenges include a forecasted revenue decline in Q1 2023, inventory corrections, and market uncertainties.
Opportunities lie in strong demand for advanced technologies, global expansion plans, and strategic capacity building.
TSMC's strategic focus on innovation, pricing, and customer collaboration positions it for long-term success amidst industry challenges.

TSMC reports Q1 revenue decline but eyes recovery with N3 technology

TSMC faced revenue decline in Q1 but expects recovery with new products and N3 technology utilization.
Challenges include CapEx reduction concerns, U.S. CHIPS Act alignment, and overseas operational costs.
Opportunities lie in AI data center growth, revenue expansion, and strategic partnerships for competitiveness.
Overall, TSMC's performance metrics remain strong, with a focus on sustainable growth and global expansion.

TSMC reports Q2 revenue decline, focuses on AI opportunities

TSMC faces revenue challenges amidst global economic conditions but maintains financial strength and invests in advanced technologies. The company sees opportunities in AI applications and global expansion, aiming to address market demands.

TSMC reports robust Q3 earnings, eyes growth in automotive and AI sectors

TSMC's Q3 2023 showcased strong financial performance, technology leadership, and a commitment to innovation amidst industry challenges.
While facing cost pressures and demand fluctuations, TSMC remains optimistic about growth opportunities in automotive, AI, and emerging technologies.
The company's strategic focus on expanding capacity, improving utilization, and collaborating with customers positions TSMC for continued success in the semiconductor market.
With a solid financial foundation, diverse revenue streams, and a forward-looking approach, TSMC is poised to navigate industry dynamics and capitalize on evolving market trends.

TSMC reports strong Q4 earnings, eyes AI growth and global expansion

TSMC's Q4 2023 performance reflects revenue growth and margin changes, driven by AI applications and diversified revenue streams.
The company faces challenges in managing gross margin and strategic decisions amidst industry dynamics.
Opportunities lie in AI-related revenue growth, global expansion, and tapping into new markets with advanced technologies.
TSMC's customer-centric approach to technology decisions and focus on profitability are key strengths for future growth.

TSMC reports Q1 revenue decline, eyes AI growth opportunities

TSMC's Q1 2024 showed revenue decline but strong cash flow and guidance.
Focus on N2 technology, AI processors, and global expansion for growth.
Challenges include margin impact from earthquake and technology conversion.
Opportunities lie in AI growth, N2 revenue, and customer-driven innovations.

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Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

ASML Hld

Cadence Design Systems

Lam Research

Synopsys

Setting aside the container ship stuck in the Suez Canal, the global shortage of semiconductors has been the international trade story of the year so far. The auto industry has been the most vocal about the semiconductor shortage, which has forced production-line stoppages.

When The Chips Are Down

Intel

Intel and TSMC are quickly trying to build new factories as the global chip crisis continues to wreak havoc on a plethora of industries.

Why Intel and TSMC are building water-dependent chip factories in one of the driest U.S. states

TSMC's growth by end market is expected to be strong across the board this year especially in HPC and automotive markets due to the resumption in auto production and structural. It's undergoing aggressive capacity expansion plans after raising capex by over 60% and committing $100 bln over the next 3 years.

TSMC: Expanding Its Foundry Market Leadership

(Reuters) -Taiwan Semiconductor Manufacturing Co Ltd (TSMC) has started construction at a site in Arizona where it plans to spend $12 billion to build a computer chip factory, its chief executive said on Tuesday.

TSMC says has begun construction at its Arizona chip factory site

HSINCHU, Taiwan--(BUSINESS WIRE)--TSMC unveils innovations at the 2021 Online Technology Symposium.

TSMC Unveils Innovations at 2021 Online Technology Symposium

Apple

Advanced Micro Devices

United Microelectronics

The ten biggest chipmakers' consolidated quarterly revenue reached $22.75 billion in Q1 2021, following the growing importance of chips in cars and games consoles to washing machines and toothbrushes, further aggravated by the chip crisis that could last till 2023, CNBC reports based on TrendForce data. Higher pandemic-induced demand has led to a surge in wafer prices and product mix adjustment for-profit sustainability, TrendForce analyst stated.

Semiconductor Chip Crisis Continues to Stimulate Chipmakers' Revenue: CNBC

Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM), along with twenty Japanese companies, have collaborated for a Japanese government-initiated chip manufacturing technology development program, Nikkei reports. The Japanese companies include packing technology company Ibiden, materials maker Asahi Kasei, heat-dissipating material manufacturer Shin-Etsu Chemical, material molder Nagase & Co, and manufacturing equipment producer Shibaura Mechatronics.

Japan Government Conceives $337M Chip Development Pact with TSMC, 20 Japanese Companies

Japan is set to enlist the world's biggest contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE: TSM) in a joint public-private partnership to develop cutting-edge chipmaking technologies, the Nikkei Asia reported on Monday. What Happened: TSMC aims to bear about $337 million (or 37 billion yen) — around half of the project's cost — and over 20 Japanese companies, including Ibiden, Asahi Kasei, Shin-Etsu Chemical, Shibaura Mechatronics, will participate in the program, as per the Nikkei.

Apple Supplier TSMC To Develop Chip Technology In Japan With Over 20 Companies As Participants: Nikkei

Dell Technologies

Infosys

Logitech

Seagate Technology Holdings PLC

Textron

Wipro Limited Sponsored ADR

We've transitioned from a market anticipating a recovery to one where we're actually recovering. These tech stocks are great choices.

7 A-Rated Tech Stocks to Future-Proof Your Portfolio

Photronics

Tower Semiconductor

Can Investors Profit From the Semiconductor Shortage?

It's possible Apple Inc (NASDAQ: AAPL) can keep up with the launch schedule of its latest iPhone, after its previous iteration — the iPhone 12 — was officially delayed beyond the customer release month of September. What Happened: Taiwan Semiconductor Manufacturing Co. Ltd.

TSM Starts Production of A15 Bionic Chip For Apple iPhone 13: Report

International markets haven't presented this much opportunity in a while, says Federated Hermes portfolio manager Steve Chiavarone.

Two traders share their top international bets as European stocks climb to records

Taiwan Semiconductor Manufacturing Co (NYSE: TSM) said the automotive industry needs to modernize its “Just-in-time” supply chain practices to avoid a similar semiconductor shortage as the ongoing one in the future, Reuters reported Friday.  What Happened: The world's largest chipmaker has significantly increased 2021 output for a key automotive semiconductor component amid the ongoing global chip shortage, the report said.

Apple Supplier TSMC On How Repeat Of Crippling Chip Shortage Can Be Avoided In Future

Splunk

Catherine Wood (Trades, Portfolio)'s ARK Investment Management LLC sold shares of the following stocks during the first quarter of 2021, which ended on March 31.

ARK Investment Cuts Taiwan Semiconductor, Splunk

Applied Materials

Corning

Micron Technology

NVIDIA

The global surge in demand for semiconductors is growing, and picks including TSMC stock and AMAT stock will continue to reap the rewards. The post The Top 7 Ways to Invest In Semiconductors Now appeared first on InvestorPlace.

The Top 7 Ways to Invest In Semiconductors Now

Ford Motor Company

Nokia

Whether it's good, neutral, or bad news depends on a lot of factors.

Should Investors Worry About the Global Semiconductor Shortage?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) shares are trading lower amid a significant COVID-19 outbreak in Taiwan. Taiwan Semiconductor, or TSMC, is the world's largest dedicated chip foundry, with over 58% market share in 2020 per Gartner.

What's Up With Taiwan Semiconductor Today?

Taiwan Semiconductor Manufacturing Co Ltd (TSMC) said on Monday that from May 19 it will start to operate in separate teams to minimise the risk of COVID-19 infections, after a spike in domestic cases in Taiwan.

Taiwan's TSMC to work in separate teams to minimise COVID-19 risk

Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) plans to channelize incremental billions of dollars into the Arizona chip factories from its previously disclosed plans, Reuters reports. TSM remains indifferent regarding the European plant plans.

Taiwan Semiconductor To Ramp Up US Chip Investment: Reuters

Taiwan Semiconductor Manufacturing Co is weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed, but is cool on prospects for an advanced European plant, people familiar with the matter told Reuters.

Exclusive: TSMC looks to double down on U.S. chip factories as talks in Europe falter

As the world grapples with a shortage of semiconductors, South Korea's chipmakers are spending huge amounts of money to shore up their production in the decade ahead.

Chips are in short supply. Manufacturers are spending big to prevent a repeat

TSMC has very good long-term growth prospects and is investing accordingly, with capex spending of $100 billion through the next three years.

Taiwan Semiconductor Stock Can Double In 5 Years

iShares MSCI Taiwan ETF

Franklin FTSE Taiwan ETF

Taiwan Fund

Taiwan is in the unique position of having actually recorded a slight strengthening in GDP growth in 2020 compared with 2019, despite the severe global recession caused by the Covid-19 pandemic. The pandemic-driven surge in global electronics demand was a key factor underpinning Taiwan's strong economic performance in 2020, as the global shift to remote working and online shopping drove rapid growth in demand for computers, home electronics and smartphones.

Surging GDP Growth In Taiwan Boosted By Electronics Exports

Freeport-McMoRan

MP Materials

Invest in the building blocks behind the next generation of mobility.

These 3 Materials Companies Are Primed to Thrive in the EV Boom

iShares MSCI South Korea ETF

The use of semiconductors is broadening, which puts them at the center of national security conversations and competition between the U.S. and China.

News for Taiwan Semiconductor Manufacturing Stock (TSM)