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

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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

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

Qorvo

Texas Instruments

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TSMC will build a second foundry in Japan, the semiconductor giant and its local partners announced Tuesday, weeks before its first in the country officially opens.

Taiwan chip giant TSMC announces second Japan plant

Alphabet

Alphabet has been left out of the Big Tech earnings party over the last week after its advertising outlook disappointed. The Google parent is searching for levers to please investors and signing up a partner for its fiber-cable business could be one handy tool.

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Sony

Toyota Motor

The expansion of TSMC's operations in Japan highlights the Japanese government's push to onshore manufacturing of semiconductors.

World's biggest chipmaker TSMC to open second Japan factory with backing from Sony, Toyota

Taiwan Semiconductor Manufacturing Co. will build a second semiconductor fabrication plant at its site in Kumamoto, Japan, aiming to begin production by the end of 2027.

TSMC to Build Second Chip Plant in Japan

Taiwanese chipmaker TSMC said on Tuesday it will build a second Japanese plant to begin operation by the end of 2027, bringing total investment in its Japan venture to more than $20 billion with the support of the Tokyo government.

TSMC to build second Japan chip factory, raising investment to $20 bln

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Taiwan Semiconductor's inventory correction cycle is over, demand for smartphones and PCs is improving, and mass production of 3nm chips has started successfully. Demand for 3nm chips is expected to grow strongly in 2024, driven by the need for AI and advanced technologies. TSMC's financial results are in line with expectations, and the company continues to lead in advanced technology manufacturing.

Taiwan Semiconductor: Highly Wanted Advanced Technology

Taiwan Semiconductor is seeing strong demand for its chips. Management predicts AI chips will account for nearly one-fifth of its revenue by 2027.

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Super Micro Computer

Supermicro will continue to dominate the high-growth niche of AI servers. TSMC will remain the linchpin of the semiconductor and AI markets.

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Advanced Micro Devices

Broadcom

Microsoft

NVIDIA

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QUALCOMM

There are multiple reasons that investors should be highly interested in some appealing chip stocks at the moment. Several factors suggest that the semiconductor industry is poised to skyrocket in 2024.

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Intel

With the AI boom sending waves throughout the industry, microchip companies and their stocks are logging record profits and production. Nvidia (NASDAQ: NVDA) is the best example of this surge, as it continues to showcase new all-time highs almost every day

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Axcelis Technologies

Baidu

AI stocks are surging ahead with unprecedented success, building upon their stellar performance last year. Artificial intelligence firms focusing on semiconductor giants have effectively reshaped market dynamics.

Wall Street Favorites: 3 AI Stocks With Strong Buy Ratings for January 2024

Salesforce

The positive future of the U.S. economy is evident in its resilience and outperformance compared to major trading partners. Despite challenges such as high inflation and fallout from foreign wars, the U.S. economy has posted faster annual growth in recent years, quashing fears of a recession.

TSM, CRM, GOOGL: The Top 3 Stocks to Buy in 2024

Intel and Taiwan Semiconductor are both recovering from the chip industry's cyclical downturn in 2023. Intel doesn't expect its growth to pick up until the second half of 2024.

Better Semiconductor Stock: Intel vs. Taiwan Semiconductor

Analog Devices

A few decades ago, the microchip industry seemed like a niche manufacturing sector. Most perceptions of microchips and semiconductors included large desktop computers and defense communications projects.

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MINISO Group Holding

Emerging market stocks are capturing the spotlight, propelled by the dynamic economic landscape of these vibrant regions. Outshining developed counterparts, these markets boast robust gross domestic product (GDP) growth rates fueled by an expanding middle class and swift industrialization.

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KLA-Tencor

United Microelectronics

Semiconductor equipment revenues decreased less than expected in 2023, as a memory downturn pushed 2022 sales into 2023. Imports of equipment used in chip production in China surged by 14% in 2023, reaching nearly $40 billion, pulling in sales from 2024. I estimate the semiconductor equipment market will increase 1% in 2024. Growth will be negative in the first half followed by an uptick in second half.

Semiconductor Equipment Downturn Will Continue Through H1 2024

Taiwan Semiconductor's recent results cheered the market, and the company's positive view is backed by industry data. Semiconductor billings in late 2023 were ahead of typical industry performance.

Here's Why Taiwan Semiconductor Is a No-Brainer Cyclical Stock to Buy

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With the Federal Reserve halting interest rate hikes, the investment scene favors bullish trends. In fact, the S&P 500 has been on a monumental streak of late, achieving record-high closes in the past week, driven by significant gains in the technology sector.

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Apple

Manufacturing in the semiconductor industry requires precision and constant innovation. Taiwan Semi has a track record of managing costs and fulfilling customer orders on time.

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Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM stock gapped up nearly 10% on January 18 after trouncing earnings and sales views.

AI growth propels semiconductor stocks to new highs

News for Taiwan Semiconductor Manufacturing Stock (TSM)