TSMC is still growing -- and its stock is still more expensive than it looks.Shares of Taiwan Semiconductor Manufacturing Company (TSM 2.73%) jumped 3% through 2:35 p.m. ET after CEO C.C. Wei told shareholders at the company's annual general meeting that TSMC expects to earn "record profit" in 2025.Of particular interest to investors, Wei said he's "not afraid" that President Donald Trump's tariffs turmoil will keep TSMC from reaching this goal. TSMC and tariffs"The impact of tariffs on TSMC is not direct," ...

In the latest trading session, TSMC (TSM) closed at $197.61, marking a +1.42% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.58%. Elsewhere, the Dow saw an upswing of 0.51%, while the tech-heavy Nasdaq appreciated by 0.81%.Heading into today, shares of the chip company had gained 10.45% over the past month, outpacing the Computer and Technology sector's gain of 7.05% and the S&P 500's gain of 4.61% in that time.The investment community will be closely monitoring t ...

Key Takeaways TSM stock gained 12.6% in 3 months, outperforming peers and the broader tech sector. AI-related revenues tripled in 2024 and are expected to double again in 2025. TSM plans $38-$42B in 2025 capex, up from $29.8B, focusing on advanced chip production.Taiwan Semiconductor Manufacturing Company (TSM) has delivered a solid 12.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which rose 4.4% in the same period.Taiwan Semiconductor ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM ) has been credited for many years with being the pillar of the global chip supply chain. The company's contribution to the facilitation of the advancement of chips for AI, smartphones, and HPC is not debatable. In Q1Pythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction a ...

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: Unsplash/CC0 Public Domain Taiwanese chip titan TSMC said Tuesday that it expected to see record earnings this year as it increased semiconductor production capacity to meet soaring demand for AI technology. Taiwan Semiconductor Manufacturing Company is the world's largest contract chipmaker and counts Nvidia and Apple ...

公司概况 - Invictus Origin是一家专注于高阿尔法投资管理的公司 成立于2025年5月 致力于成为全球知名的主动管理基金 [1] - 公司正在开发创新的投资组合策略 旗舰产品为纳斯达克高阿尔法黑天鹅组合 旨在持续跑赢纳斯达克100指数 [1] - 该投资组合保持约20%的战略现金储备 在市场剧烈波动时提供强大的下行保护和灵活性 [1] 投资策略 - 投资方法强调基本面估值 长期市场周期 以及在科技 半导体 人工智能和能源等领域的行业专长 [1] - 投资过程结合美国市场专业化和全面的国际市场认知 [1] - 通过战略性应对市场错位和内在价值周期 捕捉不对称的上行空间 [1] 管理团队 - 创始人兼首席执行官Oliver Rodzianko拥有宏观投资分析师背景 专注于公开股票市场 [1] - 在Seeking Alpha TipRanks和GuruFocus等平台建立了作为投资分析师的强大声誉 为成熟投资者提供高水平的可操作见解 [1] - 研究能力和投资组合管理能力有望持续提供持久的超额回报 [1] 公司发展 - 正在建立互补的家族办公室结构 专注于低波动性的资本保值 [1] - 公司特点是韧性 业绩和严格的资本管理 [1]

Since I last published my article months ago, TSMC shareholders have gone through a volatile ride. Shares have witnessed significant declines due to concerns over escalating trade protectionism and questions about the sustainability of AI capital expenditure . While lossesA long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair ...

TSMC (TSM) ended the recent trading session at $196.14, demonstrating a -0.78% swing from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.56% for the day. On the other hand, the Dow registered a loss of 0.58%, and the technology-centric Nasdaq decreased by 0.51%.The chip company's shares have seen an increase of 20.18% over the last month, surpassing the Computer and Technology sector's gain of 11.21% and the S&P 500's gain of 7.37%.The investment communi ...

Taiwan Semiconductor Manufacturing (TSM -2.02%) is currently one of my top stock picks. Although there are concerns about Taiwan's geographical location, the company is taking steps to ease them. While it's doing that, there's a massive demand for chips, and TSMC is rolling out new technology later this year and next to meet that need.If you weren't aware already, TSMC makes the actual chips for most all the biggest semiconductor companies. Because of that neutral stance in the chip world, I think it's one ...

Selecting a single artificial intelligence (AI) stock to buy right now is a difficult task. Every stock has its bear and bull cases, but the key is to find one with a far more certain bull than bear case. If I use those criteria to select my top AI stock to buy right now, I come up with Taiwan Semiconductor Manufacturing (TSM 2.44%) as my top pick.Regardless of what computing hardware a company uses for AI, the road likely leads back to Taiwan Semiconductor. Management is also incredibly bullish on the futu ...