• Taiwan Semiconductor Manufacturing Company Industry News

  • 著者: Quiet. Please
  • ポッドキャスト

Taiwan Semiconductor Manufacturing Company Industry News

著者: Quiet. Please
  • サマリー

  • Stay updated with "4. Taiwan Semiconductor Manufacturing Company Industry News," your ultimate source for the latest developments in the semiconductor world. Dive deep into insights on TSMC's innovations, market trends, and the global impact of cutting-edge technology. Perfect for industry enthusiasts and professionals looking to stay ahead in the fast-paced world of semiconductors.

    For more info go to
    https://www.quietperiodplease....

    Check out these deals https://amzn.to/48MZPjs


    https://podcasts.apple.com/us/...
    Copyright 2024 Quiet. Please
    続きを読む 一部表示

あらすじ・解説

Stay updated with "4. Taiwan Semiconductor Manufacturing Company Industry News," your ultimate source for the latest developments in the semiconductor world. Dive deep into insights on TSMC's innovations, market trends, and the global impact of cutting-edge technology. Perfect for industry enthusiasts and professionals looking to stay ahead in the fast-paced world of semiconductors.

For more info go to
https://www.quietperiodplease....

Check out these deals https://amzn.to/48MZPjs


https://podcasts.apple.com/us/...
Copyright 2024 Quiet. Please
エピソード
  • Chip Powerhouse TSM Faces Headwinds, but Analysts See Buying Opportunity Amid Oversold Valuation
    2025/04/11
    As of April 11, 2025, Taiwan Semiconductor Manufacturing Company (TSM) is facing a challenging market environment. The stock price has declined to $141.37, which is a significant drop from its recent highs. Despite this, analysts at Bank of America (BofA) believe that the selloff in TSM stock is "overdone," suggesting that the company's fundamentals remain strong[1].

    TSM is the world's largest dedicated chip foundry, holding over 60% of the market share. Founded in 1987 as a joint venture between Philips, the government of Taiwan, and private investors, TSM went public in the US in 1997. The company's scale and high-quality technology enable it to maintain solid operating margins in the highly competitive foundry business. TSM's illustrious customer base includes Apple, AMD, and Nvidia, which rely on the company's cutting-edge process technologies to design their semiconductors[1][2].

    In recent news, TSM is facing a potential $1 billion fine from the US government for allegedly breaking tech export controls to China. This development has contributed to the stock's decline. Additionally, the company is dealing with geopolitical trade tensions sparked by Trump-era tariffs, which have further impacted its stock performance[1][2].

    Despite these challenges, TSM has a strong financial track record. Last quarter, the company reported $27 billion in revenue and $2.24 earnings per share, beating revenue expectations by $504 million and exceeding earnings estimates by $0.08. Over the past year, TSM has outperformed the broader market with a return of 1.8%, although it has underperformed in the last three months with a decline of 32.8%[1][2].

    The trading volume for TSM has been relatively high, with an average daily volume of 17.06 million shares over the past three months. This indicates significant investor interest in the stock despite the recent downturn[5]. Analysts have noted that TSM's high-quality technology and strong customer base position the company well for long-term growth, despite current market volatility.

    In summary, while TSM is facing short-term challenges, its strong fundamentals and long-term growth prospects make it an attractive investment opportunity. The recent decline in stock price presents a buying opportunity for investors looking to capitalize on the company's potential for future growth.

    For more http://www.quietplease.ai

    Stock up on these deals
    https://amzn.to/3QFpYIX
    続きを読む 一部表示
    3 分
  • Is Taiwan Semiconductor's Stellar Rise Sustainable or a Bubble in the Making?
    2025/04/10
    As of today, April 10, 2025, Taiwan Semiconductor Manufacturing Company (TSM) is trading at $165.25 per share. This stock price is significantly higher than its fair value, which is estimated at $373.00, indicating a substantial premium. The company's market capitalization stands at $857.08 billion, making it one of the largest technology companies globally.

    The trading volume for TSM has been notable, with a recent premarket session seeing a volume of 1,071,981 shares, which is 140% above the 30-day average. This heightened activity suggests strong investor interest in the stock. The average daily volume over the past three months is approximately 17.06 million shares, indicating consistent trading activity[5].

    TSM has recently reported impressive financial results, with Q1 revenue exceeding forecasts at T$839.25 billion, equivalent to approximately $25.55 billion. This performance has been driven by the company's leadership in the semiconductor industry and its ability to maintain high-quality technology, which allows it to generate solid operating margins despite intense competition[3].

    Analysts have been positive about TSM's prospects, citing its economies of scale and premium pricing justified by cutting-edge process technologies. However, there are also concerns about the rapid commoditization of each new generation of process technology, which could lead to pricing pressure in the future[2].

    In terms of analyst updates, while specific price target changes are not detailed in recent reports, the overall sentiment remains bullish. The stock's price-to-earnings ratio is 23.47, which is relatively high but reflects the company's strong financial performance and growth prospects.

    Overall, TSM's stock performance is driven by its dominant position in the semiconductor industry, robust financials, and sustained investor interest. While there are potential risks related to technological commoditization, the company's current market position and recent financial achievements suggest continued growth and stability in the short term.

    For more http://www.quietplease.ai

    Stock up on these deals
    https://amzn.to/3QFpYIX
    続きを読む 一部表示
    3 分
  • TSM's Overvaluation Dilemma: Navigating the Semiconductor Giant's Volatile Market Landscape
    2025/04/09
    As of April 9, 2025, Taiwan Semiconductor Manufacturing Company (TSM) is trading at $165.25 per share. This price is significantly higher than its fair value estimate of $373.00, indicating a substantial premium of 630 percent. The stock has been experiencing volatility, with a day range of $138.98 to $152.61 and a 52-week range of $125.78 to $226.40[1].

    The trading volume for TSM has been substantial, with an average daily volume of 17.06 million shares over the past three months, according to Finbox. This high trading activity suggests strong investor interest in the company[4]. However, the current sentiment is bearish, as indicated by a Fear & Greed Index of 39, which suggests fear in the market[2].

    TSM is the world's largest dedicated chip foundry, with over 60 percent market share. The company's scale and high-quality technology allow it to generate solid operating margins, even in the highly competitive foundry business. TSM's customer base includes major tech companies like Apple, AMD, and Nvidia, which rely on the company's cutting-edge process technologies for their semiconductor designs[1].

    Recent news and announcements have not significantly impacted the stock price. However, major analysts have provided updates and price target changes. For instance, CoinCodex predicts that TSM's stock value will drop by 6.67 percent and reach $159.03 per share by May 3, 2025[2]. Meanwhile, Nasdaq lists a one-year target price of $255.00 for TSM stock[5].

    Despite the bearish sentiment and potential for a price drop, TSM remains a significant player in the semiconductor industry. The company's strong financials, including a normalized price-to-earnings ratio of 23.47 and a return on assets of 19.69 percent, indicate its robust performance[1]. However, investors should be cautious given the current market conditions and the potential for overvaluation.

    In summary, while TSM's stock price is currently high and the market sentiment is bearish, the company's strong fundamentals and dominant position in the semiconductor industry make it an intriguing investment opportunity. Investors should carefully consider these factors before making any decisions.

    For more http://www.quietplease.ai

    Stock up on these deals
    https://amzn.to/3QFpYIX
    続きを読む 一部表示
    3 分

Taiwan Semiconductor Manufacturing Company Industry Newsに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。