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.

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Cost of revenue

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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

We believe TSMC is in a political sweet spot despite rising US-China tensions, as it benefits from subsidies for its expansions in both countries and the US-China trade war. The company has highly integrated supply chains in the US and China in terms of customers, major suppliers, manufacturing sites, and employee location.

Taiwan Semiconductor: Best Of Both Worlds

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Taiwan Semiconductor is one of our favorite non-U.S. stocks trading down near pandemic lows despite consistently growing both earnings and revenues. The company is reliant on a small list of large customers, but is years ahead of competition in nano chip technology with the 3nm chip on the horizon.

Taiwan Semiconductor: An International Industry Leader With U.S. Ties

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Despite solid earnings, Taiwan Semi fell after the U.S. imposed curbs on sales to China.

Why Taiwan Semiconductor Fell 7.6% in October

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The global chip industry is bracing for a downturn by reining in on investments for the year, in a stark contrast to initial 2022 predictions that pandemic-fueled demand would drive growth.

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Investors in the chip space should look for domestic opportunities and Texas Instruments represents an excellent opportunity. In contrast, Taiwan Semiconductor, despite its cheap valuation, is at the crossfire of multiple geopolitical forces and faces a very uncertain future.

Taiwan Semiconductor Vs. Texas Instruments: Do Not Fight Against The CHIPS Act

The valuation seen from a P/S, P/E and EV/EBITDA standpoints appears attractive in historical terms also being the lowest since 2016. Benefitting from a strong sector outlook and technological leadership, TSM isn't done growing it's top- and bottom-line.

Taiwan Semiconductor: I'm Buying And Here Is Why

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The Taiwan invasion risk is old news indeed since the supposed invasion may take place before 2027. Nonetheless, combined with the worsening macroeconomics and the Fed's unlikely pivot ahead, we reckon TSM may further retrace to its previous $50s support level.

Brutal Market For Taiwan Semiconductor - Another 10% Downside

This article discusses the battle between TSMC, Samsung and Intel at the leading edge of semiconductor technology. Intel is seeing delays after delays and raising prices in a deteriorating PC market, where AMD continues to take share by leveraging TSMC's production capabilities.

Taiwan Semiconductor Vs. Samsung Vs. Intel: Battle At The Leading Edge

TSMC is steadily passing through the period of falling demand for client companies' products. The company is on track to launch mass production of 3nm chips in Q4, with demand double that of 5nm chips during the first years.

Taiwan Semiconductor: Growth Stock With High Geopolitical Risks

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SK Hynix Inc. added to concerns Wednesday that the semiconductor industry has entered a glut as the chip maker missed expectations for the quarter and forecast declining market demand out into 2023.

SK Hynix adds to evidence that the chip glut is here to stay for a while

The world's top semiconductor makers have announced in recent months long-term U.S. investments that could rise to more than $400 billion, citing support from a new federal aid program for which the rules have yet to be written.

Chip makers offer big investments as they jockey for federal aid

HSINCHU, Taiwan--(BUSINESS WIRE)--TSMC today announced the Open Innovation Platform® (OIP) 3DFabric Alliance at the 2022 Open Innovation Platform Ecosystem Forum.

TSMC Launches OIP 3DFabric Alliance to Shape the Future of Semiconductor and System Innovations

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Chip stocks lagged the broader market Monday following a report that Taiwan's fabrication industry is pessimistic about U.S. efforts to lessen its reliance on foreign capacity, along with a string of downgrades in the analog-chip segment.

Taiwan Semi slumps after reported diss of U.S. chip efforts, analog-chip downgrades also drag on semiconductor sector

Suffice it to say that today has been challenging for investors in chipmaker stocks. It probably isn't helping that Taiwan Semiconductor (NYSE: TSM ) just stopped producing advanced silicon for Biren Technology, a China-based startup.

What Is Going on With Taiwan Semiconductor (TSM) Stock Today?

The market has not lifted the buying momentum on TSM even though TSMC delivered another remarkable earnings release for Q3. Therefore, we postulate that the market remains tentative over FY23. Management's commentary suggests that TSMC's growth could slow markedly in 2023. Furthermore, we gleaned that the consensus estimates could be overly-optimistic.

Taiwan Semiconductor: These Levels Are Too Attractive Not To Start Buying

Despite geopolitical turmoil and the “tech wars,” we are bullish on TSMC and expect the company to continue to grow with a 53% market share of the global foundry market. We are less concerned about TSMC's regional concentration as it expands its foundry business, manufacturing 5nm chips in Arizona.

News for Taiwan Semiconductor Manufacturing Stock (TSM)