TSM Enters $1Trln Club: Does the Foundry Has Potential to Double Again?

TSM's net profit rise to T$325.3 billion ($10.11 billion), beating the estimate of T$300.2 billion. Prompted by the stellar earnings, TSMC entered $1trln market club and hit $212. So far, the stock nearly doubled in 2024. -------------- Will the foundry giant has potential to double again? Will you take profit or chase high?

What's the best part of the Semi supply chain to invest in?

What's the best part of the semiconductor supply chain to invest in?I ran some quality growth metrics for each part. Here are some helpful findings:- CAPEX: The highest capital expenditure is found in the fabs (so $Taiwan Semiconductor Manufacturing(TSM)$ $GLOBALFOUNDRIES Inc.(GFS)$ ). Although high levels are also found with chip designers.- SBC: High levels are found particularly with the EDAs (so $Cadence Design(CDNS)$ and $Synopsys(SNPS)$ ), and also some of the designers ( $NVIDIA Corp(NVDA)$ ).- ROC: High levels are found with the EDAs and equipment manufacturers.- Growth: H
What's the best part of the Semi supply chain to invest in?
avatarAI_Dig
10-22

Navigating the Low Points: ASML Poised for Takeoff

Recently, $ASML Holding NV(ASML)$ investors faced disappointing news. The chip manufacturing giant reported third-quarter results that fell short of expectations and lowered its sales forecast for 2025. Following the announcement, the stock plummeted 16% on the first day and another 6% the next.This shockwave was so intense that it dragged the entire chip industry down, putting pressure even on leaders like $NVIDIA Corp(NVDA)$ . As a frontrunner in the semiconductor sector, ASML has seen some slowdown in demand for its lithography machines, and investors interpreted this as a sign of trouble across the board.A Buying Opportunity?However, with the historical volatility in order bookings, savvy investors mi
Navigating the Low Points: ASML Poised for Takeoff

Tiger Weekly Insights:2024/10/14—2024/10/20

I. Performance and Valuation of Global Equity Indices Data source: Bloomberg, 2024/10/14-2024/10/20, compiled by Tiger Brokers II. Key Market Themes i. The U.S. economy continues to strengthen, and Fed officials suggest a slowdown in rate cuts—can rate cut trades persist? Last week, the U.S. released September retail consumption data, with a month-over-month increase of 0.43%, significantly surpassing market expectations of 0.3%. Excluding gasoline and automobiles, retail sales rose 0.7% month-over-month, with significant increases in the food services and beverage sectors. Additionally, initial jobless claims last week recorded 241,000, better than the market's expected 260,000. At the same time, Fed officials made positive remarks this week. Fed Governor Waller stated, "As long as t
Tiger Weekly Insights:2024/10/14—2024/10/20
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Breaking $1 Trillion Mark: How TSMC Seized the Trend?

This week, the global chip industry felt like it was on a roller coaster. Dutch lithography giant $ASML Holding NV(ASML)$ reported disappointing results as customer orders fell short of expectations, hitting a three-year low. As market is wondering if the AI-driven chip boom had finally come to an end, $Taiwan Semiconductor Manufacturing(TSM)$ exceeded all expectations and rekindled the market’s optimism. TSMC’s revenue grew by 39% year-on-year, net profit surged by 54%, and its gross profit margin reached a record high. The market’s anxiety instantly flipped into euphoria, with TSMC’s stock soaring over 12% at one point, and its market cap breaking the $1 trillion mark.Advance process technology and extre
Breaking $1 Trillion Mark: How TSMC Seized the Trend?
TSM Joins the $1 Trillion Market Cap Club: Can It Get Even More Valuable? In a historic moment for the tech industry, Taiwan Semiconductor Manufacturing Company (TSMC), a leading player in the semiconductor sector, has achieved a remarkable milestone: entering the exclusive $1 trillion market capitalization club. The milestone places TSMC in a league with tech giants like Apple, Microsoft, and Alphabet. But now that TSMC has reached this rarefied status, the big question arises: can it get even more valuable? The Road to $1 Trillion TSMC’s journey to a $1 trillion market cap has been driven by its role as the dominant force in the semiconductor manufacturing industry. The company produces advanced chips for some of the world’s most important tech companies, including Apple, NVIDIA, and Qua
avatarHMH
10-20

TSMC: Should You Buy, Hold, or Take Profits? I am Holding!

$Taiwan Semiconductor Manufacturing(TSM)$ recently joined the exclusive $1 trillion market cap club, with its stock hitting $212 on the back of strong Q3 2024 earnings. The company reported a net profit of T$325.3 billion ($10.11 billion), exceeding analysts' expectations. Given TSMC’s role as the dominant player in AI chip manufacturing, particularly for clients like Nvidia and Apple, investors are questioning whether the stock can double again or if it’s time to take profits. Fundamentals: A Look at TSMC’s Growth Drivers TSMC’s impressive 36.5% revenue growth year-over-year in Q3 2024 reflects its robust position in the semiconductor industry. A significant chunk of this growth is fueled by the surging demand for AI chips, used in everything from
TSMC: Should You Buy, Hold, or Take Profits? I am Holding!
avatarAI_Dig
10-20

Is NVIDIA Pricey? Wall Street: A Once-in-a-Lifetime Opportunity!

$NVIDIA Corp(NVDA)$ 's stock has surged nearly 180% this year, with a forward price-to-earnings (P/E) ratio of over 40 times. This has sparked intense debate on Wall Street about whether it's "too expensive." Among the top seven U.S. tech giants, NVIDIA has outperformed, leaving $Meta Platforms, Inc.(META)$ behind by more than 116%.Recently, analysts like Vivek Arya and Duksan Jang from Bank of America described buying NVIDIA as a "once-in-a-generation opportunity." They believe the stock’s valuation remains attractive, with a price/earnings to growth (PEG) ratio of just 0.6x, far below the 1.9x average of the other "Mag 7" companies.Goldman Sachs also chimed in, stating that NVIDIA’s pricing is reasonabl
Is NVIDIA Pricey? Wall Street: A Once-in-a-Lifetime Opportunity!

Waiting for NVIDIA to save the day!

Kudos to astute investors who seized the opportunity to buy the dip in $VanEck Semiconductor ETF(SMH)$  $Semiconductor Bull 3X Shares(SOXL)$  following $ASML Holding NV(ASML)$ 's plunge post-earnings release. Those who timed the market correctly are now riding the coattails of $Taiwan Semiconductor Manufacturing(TSM)$ 's impressive surge. For those who missed the initial dip, fear not! With earnings season still underway, there's ample upside potential remaining. Consider buying the dip to capitalize on the semiconductor sector's momentum. All eyes on 
Waiting for NVIDIA to save the day!
avatarMrzorro
10-19
TSMC Hits $1 Trillion Market Cap, Setting New Benchmark for Asian Companies On Thursday, $Taiwan Semiconductor Manufacturing(TSM)$   announced a substantial 54% increase in net profit for the September quarter, reaching NT$325.3 billion ($10.1 billion), surpassing expectations. The company also projected fourth-quarter revenues between $26.1 billion and $26.9 billion, exceeding forecasts of $24.9 billion. In the third quarter, revenue from 3-nanometer wafer shipments constituted 20% of the total, while 5-nanometer and 7-nanometer technologies contributed 32% and 17%, respectively. Collectively, advanced technologies, which include 7-nanometer and more sophisticated processes, made up 69% of the total wa
avatarAI_Dig
10-19

Can TSMC Maintain a $1 Trillion Valuation?

As $Taiwan Semiconductor Manufacturing(TSM)$ eyes a market cap of over $1 trillion, several factors—both internal and external—will influence its future performance.1. External Factors: Competition, Geopolitics, and Economic EnvironmentTSMC is directly tied to the semiconductor industry's health, which is cyclical and subject to significant demand and price fluctuations. While the recovery of the global semiconductor market and growing demand for high-performance computing, smartphones, and AI devices present opportunities, a downturn could negatively impact TSMC's results.Intense competition from firms like $Samsung Electronics Co., Ltd.(SSNLF)$ and $Intel(INTC)$
Can TSMC Maintain a $1 Trillion Valuation?
avatarIykyk
10-19
Beat foundry in the world. 

Hot News 🔥: Weekly Round Up On Movers And Shakers

$NVIDIA Corp(NVDA)$  $Phunware, Inc.(PHUN)$   US stock futures were mostly higher Thursday after the Dow Jones Industrial Average closed at a record Wednesday after Wall Street rebounded from a tech-driven slide. These stocks were poised to make moves Thursday: TSMC, Nvidia - U.S.-listed shares of TSMC were rising 7.6% in premarket trading after the Taiwanese chip maker reported third-quarter earnings that surged 54% from a year earlier to a record 325.26 billion New Taiwan dollars ($10.1 billion), driven by demand related to artificial intelligence. Taiwan Semiconductor, which is the main producer of chips designed by Nvidia, said re
Hot News 🔥: Weekly Round Up On Movers And Shakers
Yes double up power to $215 ,$220 target hit level[Miser]  [Cool]  
Tsmc does it have what it takes for trillion turnover I believe so 
If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave back most of its gains as well, ending the day essentially flat. AMD's stock is more shorted than Broadcom Inc.'s $(AVGO)$, Mizuho desk-based a

Daily Scoop🍨: Nvidia (NVDA) Goes Up As TSMC Lights Up In Outstanding AI Chip Market Growth 🚀👍

$NVIDIA Corp(NVDA)$   This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac
Daily Scoop🍨: Nvidia (NVDA) Goes Up As TSMC Lights Up In Outstanding AI Chip Market Growth 🚀👍
avatarAN88
10-18
Gogogo. Go and hit. See who will win
avatarhawshy
10-18
After seeing $Taiwan Semiconductor Manufacturing(TSM)$  give an upbeat report while $ASML Holding NV(ASML)$  delivered a less favorable one, it's quite sure which company might be struggling. 👀 $Intel(INTC)$