What's Your Buy-in Price For TSM After Earnings?

TSMC's earnings beat lofty analysts’ estimates on growing AI investments around the world. TSMC rose 4.17% in overnight trading but then lost as the semiconductor sector was hit. ------------- Can TSMC save the semi sector? What is your target price?

avatarTiger V
09-15 21:28

TSMC's 2nm Breakthrough: Investment Opportunities Amidst the Semiconductor Race

Overview of the Market:  TSMC's $Taiwan Semiconductor Manufacturing(TSM)$  announcement that its 2nm chip production will commence in 2025 is a game-changer in the semiconductor industry. Experts believe this milestone will solidify TSMC's position as the leader in advanced manufacturing technology, with significant implications for its ecosystem. Apple $Apple(AAPL)$  and AMD $Advanced Micro Devices(AMD)$  are expected to be the first adopters, which highlights the dominance TSMC has established over rivals Intel $I
TSMC's 2nm Breakthrough: Investment Opportunities Amidst the Semiconductor Race
$台積電(TSM)$  The market is crazy and short-sighted. The moat owned by TSM is a battleground in international regional politics. With such a deep moat, almost all the chips required for the future industrial revolution come from this company. TSM will eventually become a multinational enterprise. In order to avoid regional risks, it will invest and set up factories in all major countries. At present, the major shareholders are almost all capital from Europe, the United States, Japan and Taiwan, and are not just local companies in Taiwan. If Intel is willing to spin off the factory, maybe TSM can jointly establish a US branch with Intel, just like TSM did in Japan, establishing a joint venture with Japanese large compani
avatarAgxm
07-22
$Taiwan Semiconductor Manufacturing(TSM)$  At the rate of dropping, it will probably drop back to $80.😂😂
$Taiwan Semiconductor Manufacturing(TSM)$  Invest in the Winner.  Ignore the rest.  This kind of market share is unassailable.  They get the revenue > they get to splurge on capex and R&D > they stay the winner The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against 
@TigerNews_SG[Observation] [Observation] [Observation] [Observation]   Green or red 
avatarIykyk
07-19
$Taiwan Semiconductor Manufacturing(TSM)$ The sharp decline reflects a confluence of a sudden and expected rotation into small caps and resurgent geopolitical concerns. The shares haven't declined enough to present a real buying opportunity, but this is certainly not the time to sell. Just ignore the market for a couple of weeks. Remember, there is really no competition in sight for 2nm chips, so the pricing power of TSM will be profound. [Lovely][Lovely][Lovely]
$Taiwan Semiconductor Manufacturing(TSM)$  just the time matter , sure can!

Why I Believe TSM Continues to Be a Powerhouse

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading chipmaker, delivered a solid second quarter, exceeding expectations on both revenue and profit. This is great news for me. Here's why I'm staying bullish. The key driver for TSMC's success is the explosive demand for advanced chips used in Artificial Intelligence (AI) applications. This demand is reflected in their 40% year-over-year revenue growth and their industry-leading 3-nanometer and 5-nanometer technologies. While the outlook seems bright, there are challenges to consider. The recent news of Donald Trump’s remark on Taiwan's political situation is concerning. However, unlike meme stocks, TSMC's dominance in chip manufacturing is undeniable. They are the only company globally w
Why I Believe TSM Continues to Be a Powerhouse
avatarwhyme09
07-18
$Taiwan Semiconductor Manufacturing(TSM)$  as the world's largest semiconductor foundry, I believe TSM is poised for greater growth in 2024 H2. There may be some pull backs here and there but overall trend is still bullish.
$Taiwan Semiconductor Manufacturing(TSM)$  TSM will be our savior. Arise, semiconductor stocks. 
avatarShyon
07-18

TSMC Earnings Rocks

Taiwan Semiconductor Manufacturing Co Ltd, a major Apple and Nvidia supplier, posted a second-quarter profit that beat market expectations. Taiwan's TSMC, the world's largest contract chipmaker, forecast its revenue in the current quarter will increase by as much as 34%, driven by robust demand for semiconductors used in artificial intelligence. TSMC The bellwether for the chip industry has benefited from a surge in adoption of AI that has helped it weather the tapering off of pandemic-led electronics demand. TSMC's April-June net profit climbed to 247.8 billion  Taiwan dollars from 181.8 billion Taiwan dollars a year earlier. The profit beat a 238.8 billion Taiwan dollars estimate for the quarter ended June 30. TSMC Income Statement Moving into the third quarter o
TSMC Earnings Rocks

AI Bubble just burst?

One of the most recent controversies in U.S. equities is whether AI stocks are showing signs of a "bursting bubble".Of course, there are also whether the "bubble".First, market rotation has begun.Since last Thursday, there has been a "big rotation" in the market.The overall S&P 500 is down 0.88%;396 stocks in the S&P 500 gained, with the equal-weighted index up 1.17%;The Russell 2000 small-cap index jumped 3.57%, its best one-day performance since November 2023The "Magnificent 7" retreated en masse by a wide margin. $ Apple (AAPL) $ Microsoft (MSFT) $ Meta Platforms (META) $
AI Bubble just burst?
Yesterday, my leveraged semiconductor position $Semiconductor Bull 3X Shares(SOXL)$ experienced a significant decline, posing a substantial risk to my portfolio. I'm hoping that the upcoming earnings report from $Taiwan Semiconductor Manufacturing(TSM)$ will provide a much-needed boost to the sector and help recover some of my losses
$Taiwan Semiconductor Manufacturing(TSM)$ Intel and GFS are giving back their gains and it looks like money is coming back into TSM. I finally got out of my small GFS position today. I missed my opportunity to dump my INTC stock. Keeping every share of TSM.

Earnings | TSMC Q2 Beats on Robust AI Demand! Lead Rebound Tonight?

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's leading chip foundry, announced its Q2 earnings just now, significantly surpassing market expectations, with Tiger Securities' share price soaring 3% in the overnight session.1. Revenue and ProfitDigging deeper, TSMC's Q2 revenue hit $20.82 billion, a 32.8% year-on-year increase, exceeding analyst expectations of $20.2 billion:Since TSMC had already disclosed its revenue, the spotlight fell on profitability and Q3 guidance.In terms of gross margin, TSMC achieved 53.2% in Q2, surpassing the upper limit of the management's guidance range of 51%-53% and analysts' expectation of 52.6%.2. Technology NodeBy technology node, 3nm processe contributed 15% of revenue, while 7nm and below advanced proces
Earnings | TSMC Q2 Beats on Robust AI Demand! Lead Rebound Tonight?