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An Impressive 57.8% YoY Revenue Increase The semiconductor giant reported December 2024 net revenue of NT$278.16 billion (approx. $8.44 billion), marking a 57.8% year-over-year increase and cementing a 33.9% annual revenue growth over 2023. Despite the tech sector's recent turbulence, TSM stock has posted impressive gains: up 7.91% over the past month and 5.03% in just the past five days. With Wall Street projecting fourth quarter EPS at $2.19 and revenue around $26.19 billion, according to data from Benzin ...

KEY TAKEAWAYSTaiwan Semiconductor Manufacturing Co. posted fourth-quarter revenue that beat Wall Street estimates as the company keeps gaining from the artificial intelligence (AI) boom.Shares in the world's largest contract chip manufacturer are rising 1.5% in premarket trading Friday after the report. TSMC also said its 2024 revenue came to NT$2.89 trillion, a 34% surge from 2023 numbers.  Taiwan Semiconductor Manufacturing Co. (TSM) posted fourth-quarter revenue that beat Wall Street estimates and a 34% ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: CC0 Public Domain Taiwanese chip making giant TSMC said Friday its net sales rose by more than a third last year, beating its own forecast, as the company continued to benefit from soaring demand for AI technology. Taiwan Semiconductor Manufacturing Company controls more than half the world's output of chips used in ev ...

In this articleThe logo for Taiwan Semiconductor Manufacturing Company is displayed on a screen on the floor of the New York Stock Exchange on Sept. 26, 2023.Taiwan Semiconductor Manufacturing Co. posted December quarter revenue that topped analyst estimates, as the company continues to get a boost from the AI boom.The world's largest chip manufacturer reported fourth-quarter revenue of 868.5 billion New Taiwan dollars ($26.3 billion), according to CNBC calculations, up 38.8% year-on-year.That beat Refiniti ...

行业趋势 - 半导体行业正在经历需求动态的根本性转变 人工智能基础设施需求的加速推动了这一变化 [1] 公司定位 - 台积电(TSMC)正处于前所未有的增长阶段 其定位处于行业转型的核心位置 [1] 投资机会 - 大科技、半导体、人工智能和医疗保健等动态领域存在具有高增长潜力的股票机会 [1] - 通过全面的行业洞察 分析低风险和选择性高风险的投资标的 这些标的具有超越市场的潜力 [1] - 每个投资理念都基于深入研究和战略远见 旨在帮助投资者在复杂市场中获得强劲回报 [1]

公司表现与市场地位 - 台积电(TSMC)在2024年表现强劲，股价上涨89.9%，远超标普500指数的30.5%和Zacks计算机与技术行业的24.4% [1] - 台积电在半导体制造领域的领导地位得益于其在人工智能(AI)和高性能计算(HPC)应用中的关键作用 [3] - 台积电在2025年初股价已上涨7%，显示出投资者对其持续增长潜力的兴趣 [3] 技术与创新 - 台积电在3nm和5nm等先进芯片制造技术上的领先地位，使其在半导体行业中占据主导地位 [4] - 台积电正在开发2nm工艺技术，预计比3nm芯片节省30%的功耗 [6] - 台积电在2024年投入了300亿美元的资本支出，以保持技术优势 [6] 客户与市场 - 台积电的客户包括英伟达(NVIDIA)、博通(Broadcom)和英特尔(Intel)，这些客户确保了其稳定的收入来源 [5] - 台积电在汽车芯片和物联网(IoT)领域的多元化布局，使其能够抓住电动汽车(EV)和自动驾驶等新兴趋势 [7] - 汽车芯片目前占台积电收入的5%，而智能手机芯片仍占34% [7] 财务表现与估值 - 2024年第四季度，台积电的Zacks共识收入估计为263.8亿美元，同比增长34.43% [9] - 2025年全年收入预计为1113.3亿美元，同比增长24.78% [9] - 台积电的远期市盈率(P/E)为23.81，低于行业平均的27.22，显示出其估值具有吸引力 [10] 短期挑战 - 台积电在海外扩张过程中面临运营成本上升的问题，特别是在亚利桑那、日本和德国的新工厂 [12] - 2024年台湾电价上涨25%，对台积电的运营成本构成压力 [13] - 个人电脑和智能手机市场的疲软预计将在2025年限制台积电的增长 [13] - 中美之间的地缘政治紧张局势可能对台积电的运营造成压力 [14] 结论 - 台积电的技术领先地位和战略投资使其成为半导体行业的长期领导者 [15] - 尽管面临短期挑战，但持有台积电股票仍是最谨慎的策略 [15]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Goldman Sachs analyst Bruce Lu maintained a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $254, up from $248.Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI.Also Read: AI Chip Stocks Nvidia, Broa ...

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