InvestIdeas

not vested

AN UPTREND IN THE CHIPS THAT POWER OUR DAILY LIVES

Today's company is following a powerful trend that has nowhere to go but up...

Regular readers know that following game-changing technology trends typically leads to profits. That's certainly true for semiconductors... the tiny chips that power our world today.

From smartphones, to televisions, to even refrigerators, semiconductors are a central part of our everyday lives. And that's good news for today's company...

Taiwan Semiconductor Manufacturing (TSM) is a $265 billion giant in the semiconductor business. It's the world's largest chip foundry of its kind, and recently scored orders to make artificial intelligence processors for multiple companies, including tech giants Nvidia (NVDA) and Qualcomm (QCOM). It also provides 7-nanometer chips for the coming 5G revolution.

The company reported strong third-quarter results earlier this month, with revenue up 10.7% year over year to $9.4 billion.

As you can see, TSM shares have soared. They're up nearly 185% including dividends over the past five years.

And as semiconductors continue to show up in our everyday items, that trend should keep going...

Source: Daily Wealth

not vested

THIS CHIPMAKING POWERHOUSE HITS NEW HIGHS

Today, we're checking in on a company that continues to thrive as folks rely on tech...

Regular readers know the investment potential of the tiny chips that power our laptops, smartphones, and home network equipment. Since lockdowns began earlier this year, these semiconductors have become even more essential in our daily lives – and that's only the latest chapter of this long-term trend. This brings us to today's company...

Taiwan Semiconductor Manufacturing (TSM) is a $450 billion giant in the semiconductor business. It manufactures the bulk of its chips in Taiwan. But as the semiconductor trend continues, this behemoth is expanding its reach...

Recently, TSM's board of directors approved an initial $3.5 billion investment to build an advanced chip factory in Phoenix, Arizona. This U.S.-based factory should further strengthen TSM's position against its rivals in the industry.

As you can see in today's chart, TSM shares have been in a steady uptrend. The stock is up around 120% from its March low, and it just hit a new all-time high. With tech reigning supreme in our lives, the future looks bright for this semiconductor maker...

Source: Daily Wealth

not vested

This is By Far My Favorite Technology Stock

by Tony Daltorio

TSMC is already partnering with Apple (AAPL) to develop ultra-advanced display technology. These plans include developing micro OLED displays, a radically different type of display built directly onto chip wafers. The ultimate goal of using this new technology is in Apple’s upcoming augmented reality (AR) devices.

You can buy the shares up to $150 a share.

Source: Investors Alley

https://dailytradealert.com/2021/03/02/ ... ogy-stock/

not vested

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing is the world's largest pure-play semiconductor foundry stock.

Analyst Phelix Lee says demand growth from artificial intelligence, the Internet of Things and high-performance computing applications could last for decades.

In 2020, Taiwan Semi reported 25% revenue growth and 50% net income growth.
It could soon have a major new customer in Intel (INTC), which has struggled with internal manufacturing issues.

Over the past three years, Taiwan Semiconductor has averaged 11.5% revenue growth, and the stock pays a 1.8% dividend.

Morningstar has a "buy" rating and a $136 fair value estimate for TSM stock.

Source: Yahoo Finance

not vested

TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD (TSM US)

Recommendation : BUY
Fair Value : USD 118.00

SUPPORTING CUTTING-EDGE TECHNOLOGY.

High reinvestment of cash flows into business creates a strong strategic moat that helps solidify its technological leadership

Competitive advantage suggests it is well placed to capitalise on technological structural growth trends

Near-term headwinds ensue, but business remains resilient; quality franchise ensures long-term sustainable earnings growth

Taiwan Semiconductor Manufacturing Company (TSMC, stock code: TSM US) is a leading global dedicated contract chip foundry that has consistently been re-investing its cash flows back into its business in the form of research and development (R&D) and capital expenditures (CAPEX).

This has solidified its position at the forefront of leading-edge technology in semiconductor industry, being one of only two players able to mass-produce 5 nanometer (nm) chips today.

Together with its customer-agnostic business model and high-quality manufacturing services, we believe that the company will ride the positive growth trends in high performance computing (HPC), artificial intelligence (AI), internet-of-things (IOT) and autonomous driving (AV).

Despite near-term headwinds from an inventory glut and weakening end-demand in the semiconductor industry, we believe the business should be relatively resilient on the back of relatively higher priced 3nm wafer production by the end of FY22 and from its customers gaining share in leading-edge market.

While the length and magnitude of an industry downturn is unknown, we believe that TSMC should be able to maintain foundry leadership, while revenue and earnings CAGRs should trend at high-single digits to low-teens over the longer term.

Source: OCBC

World's biggest chipmaker TSMC misses sales forecasts as demand wanes
https://www.theedgesingapore.com/news/s ... mand-wanes

not vested. up 5%

Taiwan Semi rises but sees potential trouble ahead

The global semiconductor foundry reported strong results for the fourth quarter of 2022, but it also kept a conservative view of how 2023 might play out.

Taiwan Semi's fourth-quarter numbers were strong.

Revenue of $19.93 billion was up 27% year over year, while net income jumped 78% from year-ago levels.

Gross margin soared by 9.5 percentage points to 62.2%, as shipments of cutting-edge 5-nanometer and 7-nanometer semiconductor chips represented more than half of its total sales.

Source: TMF

vested thru SMH

Warren Buffett says the threat of war was a ‘consideration’ in his decision to dump the bulk of his $4 billion stake in chipmaker giant TSMC

BY CHRISTIAAN HETZNER

Source: Fortune

https://fortune.com/2023/04/12/warren-b ... ldatasheet

TSMC's outlook disappoints as global tech slump persists
https://www.theedgesingapore.com/capita ... p-persists

TSMC no longer has the advantage of chips?

台積電晶片優勢不再？陳鳳馨揭法說會後看到兩隱憂【#風向龍鳳配 】

https://m.youtube.com/watch?v=L6Dj-uI3G2c