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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

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

Microsoft

AT&T

AT&T's dividend yield is above 7%, and the telecom industry remains indispensable. Microsoft's diverse revenue streams help make it a recession-resistant tech giant.

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Intel

QUALCOMM

A lot of microchip and semiconductor companies have exploded this year with their share prices doubling and even tripling. Up more than 210% since January, chip designer Nvidia (NASDAQ: NVDA ) was the best-performing stock in the benchmark S&P 500 index during this year's first half.

Why These 3 Stocks are the Worst Ways to Play Semiconductors Right Now

Taiwan Semiconductor Manufacturing Company (TSMC) stock is still undervalued compared to its peers, despite its position as the world's leading pure-play foundry. Investors are likely still reflecting significant geopolitical risks against its valuation. However, they have likely not considered the AI ramp that could benefit TSMC. TSMC could see its revenue growth bottom out in Q3, supported by stronger growth dynamics in data center. A stronger AI ramp could also offer pleasant surprises.

Taiwan Semiconductor: Overstated Fears With Shares Still Cheap

Taiwan Semiconductor is now monetizing 3nm chips. The company is projected to grow its earnings significantly next year.

1 Unstoppable Stock to Buy With $1,000

Alibaba

In investing, going against the grain can sometimes yield the greatest rewards, which is why I'll be discussing some high-potential contrarian stock picks today. Contrarian investors have long understood the value of looking beyond popular choices and seeking out unconventional opportunities.

July's Top Contrarian Picks: 3 Stocks to Buy to Bet Against the Crowd

NVIDIA

Artificial intelligence software is driving increasing demand for semiconductors.

Best AI Stocks to Buy: Nvidia vs. Taiwan Semiconductor

Advanced Micro Devices

Investing in semiconductor stocks is an ideal way to take advantage of the backbone of the computer industry. These companies make and design the chips that make significant contributions to the global economy.

3 Semiconductor Stocks That Will Skyrocket Before 2025

Amtech Systems

Diodes

Ichor Hlds

Silicon Motion Technology

STMicroelectronics NV ADR RegS

If you're interested in joining the millionaire's club, investing in semiconductor stocks presents a sensible approach. Fundamentally, these chipmakers represent the lifeblood of digital innovation.

7 Semiconductor Stocks to Catapult You into the Millionaires' Club

Nvidia's chips are in great demand thanks to the AI boom, and the company is turning toward TSMC to meet that need. TSMC's revenue growth is expected to accelerate significantly following a dip in 2023, but the company could spring a surprise and deliver better-than-expected numbers this year.

1 Hot AI Stock That Could Join Nvidia in the $1 Trillion Club -- and Is a Screaming Buy Right Now

Here are two semiconductor stocks to check out in the stock market today.

2 Semiconductor Stocks To Watch In Mid-July 2023

Amkor Technology

ASML Hld

Camtek

Texas Instruments

Semiconductor stocks have been a tremendous sector for investors in 2023. In fact, thanks to the rise of artificial intelligence, most have seen a historic rise in demand and interest.

Why These 7 Stocks Are the Best Ways to Play Semiconductors Right Now

TSMC reported a 10% sales decline yesterday -- but Wall Street was worrying the decline might be as big as 15%. Better sales of chips for artificial intelligence functions appears to have saved the day.

Why Taiwan Semiconductor Stock Popped on Tuesday

Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE:TSM) (TSMC) is set to hand down its second quarter financial results on Thursday, July 20, with the company expecting its results will continue to be negatively impacted by softening demand for microchips amid the current glut of inventory.

Taiwan Semiconductor Manufacturing Company 2Q earnings to reflect ongoing chip inventory challenges

TSMC first developed its CoWoS package for advanced chips in 2012 and combined with HBM in 2016. The explosion of generative AI technology such as ChatGPT has been a catalyst for growth of TSMC's CoWoS chip packages that now reaches 7% of total revenues. TSMC's dominance in AI GPU production and unrivaled technology of CoWoS assure near-term customer acceptance in light of competition from Samsung and Intel.

Taiwan Semiconductor's CoWoS Package A Game Changer For Generative AI

Analysts positive on Taiwan Semiconductor Manufacturing Co. despite revenue drop, thanks to role in AI and Apple ties.

Stronger US Dollar Leads TSMC To Beat Earnings Expectations

TSMC is expected to maintain its unrivaled position as it addresses the competition posed by Integrated Device Manufacturers like Intel, which TSMC was established to counter in my view. Since 2013, TSMC has significantly improved its profitability ratios, with the latest figures in 2023 approaching record highs. TSMC has been actively increasing its capital expenditures, indicating a likelihood that this trend will continue in the future.

Taiwan Semiconductor: Will Likely Remain Unrivaled For Years To Come

Taiwan Semiconductor Manufacturing Co (TSMC) reported better-than-expected sales, driven by a surge in artificial intelligence (AI) applications that require increased chipmaking capacity. The company's second-quarter revenue reached NT$480.8 billion (US$15.3 billion).

TSMC surpasses expectations with strong AI-driven sales

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Expeditors International of Washington

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T. Rowe Price Group

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF™, with a few minor twists. The portfolio gained 5.00% in June, underperforming the S&P 500 by 1.60%. Year-to-date, the portfolio is up 11.99% and trailing the S&P 500 by 4.90%. Since inception, the portfolio is generating 3.56% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Cruising Towards A 20% Return

TSMC has crushed the market over the past decade. But the bears will say that its growth is cooling off, its costs are rising, and it faces unpredictable geopolitical challenges.

Taiwan Semiconductor (TSMC) Stock: Bear vs. Bull

Nvidia's AI chips are rumored to have extremely long lead times. Will this force Nvidia to look for another manufacturing partner?

Is the High Demand for Nvidia's AI Chips Putting Too Much Stress on TSMC?

Baidu

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Sanofi

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Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth it.

International Wide-Moat Stocks On Sale - The July 2023 Heat Map

Broadcom

Marvell Technology

Micron Technology

ON Semiconductor

Chip stocks underperformed the broader market Thursday after the semiconductor industry logged its 11th month in a row of steep losses from the year-ago period.

Chip stocks lag market as semiconductor sales decline for 11th straight month

Alphabet

CrowdStrike

In the dynamic landscape of AI stocks, it's crucial to carefully approach this exciting realm with thoughtfulness. A prudent strategy is a basket approach that diversifies across multiple companies.

AI Stocks: Here's Where to Invest $1,000 Right Now

Lattice Semiconductor

Photronics

Tower Semiconductor

Vishay Intertechnology

As the lifeblood of the technology sector ecosystem, acquiring the best semiconductor stocks in July almost represents a no-brainer. To be sure, every segment of the capital markets carries downside risk.

The 7 Best Semiconductor Stocks to Buy in July

TSMC is a compelling investment opportunity in the semiconductor industry due to its strong market position, commitment to innovation, and ability to navigate challenging market conditions. Despite a challenging operating environment, TSMC has shown resilience and adaptability, with signs of recovery and increasing demand for advanced technologies like 5nm, 3nm, and 2nm process nodes. With Q2 expected to be the bottom of the cycle for TSMC, a gradual improvement from Q3 onwards should boost the financial performance of the company.

Taiwan Semiconductor: Thriving Through Turbulence And Building A Bright Future

News for Taiwan Semiconductor Manufacturing Stock (TSM)