Latest news with #TSMC
Yahoo
an hour ago
- Business
- Yahoo
TSMC Q2 Earnings Preview: What to Expect from Upcoming Report
Taiwan Semiconductor Manufacturing (NYSE:TSM) is slated to release second-quarter results on Thursday, 17 July, with analysts projecting a sharp rise in earnings driven by booming demand for AI chips. The company is expected to post earnings per share of $2.37, reflecting a year-over-year increase of about 60%, according to analyst estimates. Revenue for fiscal 2025 is projected to reach nearly $114 billion, up from $87.9 billion in the prior year. TSMC has become a critical supplier in the artificial intelligence supply chain, with growing momentum behind its advanced chip packaging known as CoWoS. The company is forecast to double both its AI-related revenue and CoWoS capacity this year as tech giants rush to secure high-performance chipsets. The upbeat expectations come amid a broader rally in AI-linked semiconductor stocks. Investors will watch closely for updates on production scalability, margin trends, and how AI demand continues to shape the company's roadmap. TSMC's results will offer a key read on global AI infrastructure spending as chipmakers race to meet hyperscaler demand. Based on the one year price targets offered by 17 analysts, the average target price for Taiwan Semiconductor Manufacturing Co Ltd is $228.33 with a high estimate of $270.00 and a low estimate of $119.37. The average target implies a downside of -0.90% from the current price of $230.40. Based on GuruFocus estimates, the estimated GF Value for Taiwan Semiconductor Manufacturing Co Ltd in one year is $221.11, suggesting a downside of -4.03% from the current price of $230.40. Gf value is Gurufocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Globe and Mail
8 hours ago
- Business
- Globe and Mail
2 Phenomenal AI Stocks That Can Create Generational Wealth
Key Points Nvidia's growth from AI data centers is far from over. Taiwan Semiconductor is a key supplier in the AI race. 10 stocks we like better than Nvidia › "Generational wealth" is a lucrative term for many investors. While it's nice to set yourself up for retirement, it's even better to leave your family and other loved ones a substantial amount of money that would significantly improve their lives as well. Many investors may be searching for the next stock that can achieve returns by a multiple of 100 to set up their families, but often it's the stocks that consistently deliver market-beating returns that can truly produce generational wealth. The long-term return for the market is around 10% per year. Let's say you can beat that return by a few percentage points -- call it 13% per year. If you start with $1 million, a 10% return transforms that into $17.5 million over 30 years. However, the 13% return translates to $39.1 million. That's a huge difference and underscores why beating the market by just a few percentage points each year is more important than finding the next 100-bagger. I have two stocks that I believe can deliver this level of outperformance over the next few years: Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Both of these are huge beneficiaries of the buildout of AI computing capacity and have tremendous tailwinds in their favor. Nvidia Both Nvidia and Taiwan Semiconductor (TSMC for short) have benefited from the massive amount of AI spending going on. Nvidia's graphics processing units (GPUs) have become the industry standard for training and running AI models, despite numerous alternatives claiming they can do it better and cheaper. The reality is that its products are extremely flexible and can be used in multiple ways, whereas some of the alternatives that haven't caught on yet are focused on a single workload type. While the company experienced a growth setback in China due to the Trump Administration's change in export restrictions (which differed from the restrictions by the Biden Administration), Europe could fill the gap left in Nvidia's results. And domestically, it still has a ton of growth left, as AI hyperscalers are spending a record amount on data centers this year. That trend is likely to continue, according to a third-party estimate quoted by Nvidia that 2024's data center capital expenditures (capex) were $400 billion. However, they project that figure to rise to $1 trillion by 2028. Considering that the company generated $115 billion from data center sales in fiscal 2025 (encompassing most of 2024), this indicates that it captures around 29% of all such spending. Even if its market share fell to 20% and capex still hit $1 trillion, Nvidia would generate $200 billion in data center revenue by 2028. That indicates a compound annual growth rate (CAGR) of about 15%, far exceeding the mark necessary to surpass the market. Taiwan Semiconductor Manufacturing With all of the various competitors in the AI race, few of them have internal capabilities to produce chips. That work is farmed out to a handful of semiconductor foundries, with TSMC being the leader by far. Nvidia and many other notable names are its clients, and it has won this work through its constant innovation and by delivering unmatched production yields. And with TSMC's position within the industry, management has an excellent view into what the future holds. Chip orders are often placed years in advance, giving management clarity about demand. Over the next five years, it projects AI-related revenue will have a 45% CAGR. And since TSMC supports a wide range of industries beyond AI, its overall revenue CAGR is expected to reach nearly 20% over the next five years. That's still far greater than the stock market's 10% average annual return, making the company an excellent candidate to produce generational wealth. With Taiwan Semiconductor Manufacturing and Nvidia, investors should keep a close eye on their growth as we approach the end of the AI buildout cycle. This could cause them to lose their ability to reliably beat the market. However, we have barely scratched the surface of what's necessary for an AI-first world, and that could cause these two to soar for many years to come. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor 's total average return is1,047% — a market-crushing outperformance compared to180%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 7, 2025
Hindustan Times
11 hours ago
- Hindustan Times
Realme 15 Pro 5G mobile launch: Specs, battery, upgraded display and more
Realme is launching its popular mid-range series smartphone, the Realme 15 Pro 5G, in India on July 24, 2025. The brand has been teasing the launch on its website and social media platforms, revealing the smartphone's design, specifications and features ahead of the official launch. The Realme 15 Pro is expected to come with massive upgrades over its predecessor, with a bigger battery, a new display, and a powerful processor. Therefore, if you have been keeping an eye on the upcoming Realme 15 Pro, then here's everything Realme has confirmed, and what we expect to be revealed during launch. Realme 15 Pro is revealed to be powered by a Snapdragon 7 Gen 4 processor. Here's what we know so far.(Realme) Also read: Infinix Note 50X vs Realme P3: Know which smartphone is worth your money under ₹15000 Realme 15 Pro: Specifications and features Realme has curated a dedicated microsite for the launch of the Realme 15 Pro. The page confirmed several smartphone features, revealing its performance features, display, and battery size. Realme 15 Pro will feature a HyperGlow 4D Curve+ AMOLED display with a 144Hz refresh rate, and up to 6500nits peak brightness. The display has a 94% screen-to-body ratio and offers a 2,500Hz touch response rate. Lastly, it comes with Corning Gorilla Glass protection. For performance, the Realme 15 Pro 5G will be powered by the Snapdragon 7 Gen 4 processor, fabricated with TSMC's 4nm process. It is expected to come in 8GB and 12GB RAM variants with up to 512GB internal storage. Additionally, the smartphone will be powered by a 7000mAh battery that will support 80W fast charging. Despite having a bigger battery, Realme revealed that the smartphone will measure 7.69mm in thickness. The smartphone also retains an IP69 rating for dust and water resistance. Also read: OpenAI prepares to take on Google Chrome with AI-driven browser, launch expected in weeks The page also confirmed that the Realme 15 Pro will come in four colour options: Flowing Silver, Silk Purple, Velvet Green, and Silk Pink. Furthermore, we can get AI-powered features such as AI Edit Genie, which will edit images using voice prompts, AI Gaming Coach 2.0 and AI Ultra Touch Control. The company also teased the camera features, but it did not reveal any major features. However, we expect the smartphone to feature a 50MP triple camera setup and a 32MP front-facing camera. However, we may have to wait a few more days to confirm what the Realme 15 Pro camera looks like. Alongside the Realme 15 Pro model, we also expect to see a base model, the Realme 15.
India Today
13 hours ago
- India Today
Samsung Galaxy S26 Ultra is said to get a big camera upgrade
Samsung is said to be working on a big camera upgrade for its next flagship phone, the Galaxy S26 Ultra. As per a new rumour coming from China, the phone could switch to a Sony-made 200-megapixel main camera sensor, which is larger than what the company currently Galaxy S25 Ultra comes with Samsung's own 200MP ISOCELL HP2 sensor, but the upcoming Sony sensor is said to be slightly bigger in size. A larger sensor can allow more light in, which usually means better photos, especially in low light. This would be Sony's first 200MP camera sensor, and Samsung may be planning to use it for the first time in the S26 Ultra. However, the same report also mentions that Samsung could delay this camera upgrade to the Galaxy S27 Ultra, which may arrive in 2027. So it's not fully confirmed whether the S26 Ultra will get it or leak also shares other expected details about the Galaxy S26 Ultra. The phone will likely retain the same 6.9-inch display size, but with even thinner bezels this time, which could give users more screen in the same body size. The design may mostly stay the same, but there will be one noticeable change—Samsung might remove the large, raised camera rings from the back panel. These rings were part of the S25 Ultra's design, and not everyone was a fan of how they looked. The new design could be cleaner and more refined. The phone will still come with an IP68 rating, so it should remain water and dust resistant. As for the S Pen, Samsung had reportedly tested the phone without a digitiser (the layer that helps with stylus input), but the results were not good. So, the company is expected to stick with the digitiser, which means the writing and drawing experience with the S Pen should remain the performance side, the S26 Ultra is likely to run on the Snapdragon 8 Gen 2 Elite chip, which is expected to be built on TSMC's 3nm process. There were talks of Samsung using its own 2nm chip, but that plan has reportedly been dropped. Samsung may again get a special 'For Galaxy' version of the chip, which usually comes with some extra manage heat, the phone could include a larger vapor chamber cooling system—possibly up to 1.2 times bigger than what the S25 Ultra had. This would help the phone stay cooler during gaming or heavy use and could also help improve battery is also said to be offering more RAM this time. All variants—whether it's 256GB, 512GB, or 1TB—are expected to ship with 16GB of RAM, which would make multitasking and overall performance smoother. If Samsung sticks to its usual schedule, the Galaxy S26 Ultra should launch in January next year. As none of this is official yet, people are advised to take the details with a pinch of salt.- Ends
Phone Arena
21 hours ago
- Phone Arena
Apple insider says to expect iPhone 17 unveiling to take place during this particular week
Whether you're using an iPhone 6s Plus, an iPhone XS, an iPhone 12 Pro, or even an iPhone 16 Pro Max, you are probably looking forward to seeing what the iPhone 17 series has to offer. Yes, some of you like to hold on to your iPhone for as long as you can, and some of you, with the financial means to do so, will upgrade every year. The upcoming new iPhone series is expected to consist of the iPhone 17 , iPhone 17 Air (or whatever name Apple gives to its ultra-thin model), the iPhone 17 Pro, and iPhone 17 Pro Max. Bloomberg's Mark Gurman, writing in his weekly Power On newsletter, says that he expects Apple to hold the 2025 iPhone event during the week of September 8th. He also notes that Apple typically prefers Tuesdays while avoiding Fridays. While Monday, the 8th of September, is a possibility, Gurman believes that Tuesday, the 9th, or Wednesday, the 10th, is "more likely." Friday is out, as Gurman pointed out, and Apple tends to honor the memory of September 11th by not announcing new iPhones on that date. Render of iPhone 17 Pro includes rumored new placement of Apple icon on the back. | Image credit-Majin Bu Some of the rumored changes include using the new A19 application processor (AP) on the non-Pro iPhone 17 models. The iPhone 17 Pro and iPhone 17 Pro Max will be powered by the A19 Pro AP. Both chipsets will be manufactured by TSMC using its third-generation 3nm process node (N3P). While the iPhone 17 base model will supposedly be equipped with 8GB of RAM (just enough to support Apple Intelligence), the other three iPhones are rumored to come with 12GB of RAM. The increased amount of RAM on the ultra-thin iPhone, iPhone 17 Pro, and iPhone 17 Pro Max should lead to improved multitasking, faster switching between apps, and the ability to keep more apps open in the background before the phone's performance is impacted. The iPhone 17 will feature a 6.3-inch display, up from the 6.1-inch screen on the iPhone 16. The iPhone 17 Air will reportedly sport a 6.7-inch screen, the iPhone 17 Pro will match the 6.3-inch display of the iPhone 17 , and the iPhone 17 Pro Max will carry a 6.9-inch screen. The rear camera array on the iPhone 17 is believed to include a 48 MP Wide camera, a 12 MP Ultra-wide camera, and a 24 MP front-facing camera. The iPhone 17 Air is expected to launch with a single 48 MP Wide camera on the back. It will be the same Wide camera used by the iPhone 16 model. The thinner body leaves less room inside the device for multiple rear cameras, and the front-facing camera will weigh in at 24 MP. The iPhone 17 Pro and Pro Max models could feature a trio of 48 MP sensors backing the Wide, Ultra-wide, and Telephoto cameras. The phones will also feature a 24 MP front-facing camera. We've seen several renders showing off new rear camera modules for the upcoming new iPhone line. At this point, it would be more surprising if Apple keeps the same square design for the camera module, found in the upper left corner of the rear panel, used since the iPhone 11 series. A recent rumor has the iPhone 17 Pro Max , for the first time in iPhone history, equipped with a 5000 mAh battery. Previous speculation said to expect the iPhone 17 to come with a battery close to 3600 mAh, and 3700 mAh for the iPhone 17 Pro. The iPhone 17 Air , limited by its internal space, will reportedly feature a small 2800 mAh battery capacity. When you have a second, circle the week of September 8th which is when we could see the iPhone 17 series announced officially by Apple. Secure your connection now at a bargain price! We may earn a commission if you make a purchase This offer is not available in your area.
