Latest news with #TaiwanSemiconductorManufacturingCompanyLimited
Yahoo
29-05-2025
- Business
- Yahoo
Barclays Sees Opportunity in Taiwan Semi (TSM) Despite Headwinds, Cuts Target to $215
Barclays analyst Simon Coles recently lowered the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $215 from $255 and kept an Overweight rating on the shares. TSM makes and sells integrated circuits and semiconductors. The advisory believes TSMC shares are already pricing in a slowdown and thus look increasingly attractive, the analyst tells investors in a research note. The advisory says the company's fiscal 2025 guidance was maintained which implies some slowdown in the second half of the year, which makes sense. A close-up of a complex network of integrated circuits used in logic semiconductors. Latest reports, per Chinese-language financial newspaper CTEE, indicate that Taiwan Semiconductor Manufacturing Company is planning to raise prices on one of its advanced manufacturing nodes soon. The global foundry is set to increase the price of its 4 nanometer manufacturing node by 10% and may increase it up to 30%, the news outlet added. Reports of TSM increasing prices have been doing the rounds since late last year. While we acknowledge the potential of TSM, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None.
Yahoo
29-05-2025
- Business
- Yahoo
Barclays Sees Opportunity in Taiwan Semi (TSM) Despite Headwinds, Cuts Target to $215
Barclays analyst Simon Coles recently lowered the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $215 from $255 and kept an Overweight rating on the shares. TSM makes and sells integrated circuits and semiconductors. The advisory believes TSMC shares are already pricing in a slowdown and thus look increasingly attractive, the analyst tells investors in a research note. The advisory says the company's fiscal 2025 guidance was maintained which implies some slowdown in the second half of the year, which makes sense. A close-up of a complex network of integrated circuits used in logic semiconductors. Latest reports, per Chinese-language financial newspaper CTEE, indicate that Taiwan Semiconductor Manufacturing Company is planning to raise prices on one of its advanced manufacturing nodes soon. The global foundry is set to increase the price of its 4 nanometer manufacturing node by 10% and may increase it up to 30%, the news outlet added. Reports of TSM increasing prices have been doing the rounds since late last year. While we acknowledge the potential of TSM, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing Company Limited (TSM) Slid due to Broader Market Correction
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q1 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology. The fund returned -10.4% (net) in the first quarter compared to a 9.4% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. The choice of securities in the software sector was the primary factor negatively impacting relative performance. You can check the fund's top 5 holdings to know more about its best picks for 2025. In its first-quarter 2025 investor letter, Sands Capital Technology Innovators Fund highlighted stocks such as Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and other semiconductor devices. The one-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 18.59%, and its shares gained 28.08% of their value over the last 52 weeks. On May 27, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock closed at $197.68 per share, with a market capitalization of $1.025 trillion. Sands Capital Technology Innovators Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2025 investor letter: "Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's largest producer of leading-edge logic chips by market share. Shares declined as part of the broader correction in AI-related infrastructure stocks. Despite near-term volatility, we continue to view TSMC as a key beneficiary of AI chip demand. Revenue from AI accelerators more than tripled in 2024, accounting for 15 percent of total revenue. Management expects this figure to double again in 2025 and to grow at a mid-40 percent annual rate over the next five years. While the rise of models like DeepSeek has raised concerns about demand, we believe greater AI accessibility will drive an increased need for advanced semiconductor manufacturing." A close-up of a complex network of integrated circuits used in logic semiconductors. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 9th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 187 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, which was 186 in the previous quarter. While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and shared the list of major stocks to buy according to billionaires. Middle Coast Investing trimmed its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in Q1 2025. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
28-05-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing Company Limited (TSM) Slid due to Broader Market Correction
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q1 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology. The fund returned -10.4% (net) in the first quarter compared to a 9.4% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. The choice of securities in the software sector was the primary factor negatively impacting relative performance. You can check the fund's top 5 holdings to know more about its best picks for 2025. In its first-quarter 2025 investor letter, Sands Capital Technology Innovators Fund highlighted stocks such as Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and other semiconductor devices. The one-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 18.59%, and its shares gained 28.08% of their value over the last 52 weeks. On May 27, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock closed at $197.68 per share, with a market capitalization of $1.025 trillion. Sands Capital Technology Innovators Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2025 investor letter: "Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's largest producer of leading-edge logic chips by market share. Shares declined as part of the broader correction in AI-related infrastructure stocks. Despite near-term volatility, we continue to view TSMC as a key beneficiary of AI chip demand. Revenue from AI accelerators more than tripled in 2024, accounting for 15 percent of total revenue. Management expects this figure to double again in 2025 and to grow at a mid-40 percent annual rate over the next five years. While the rise of models like DeepSeek has raised concerns about demand, we believe greater AI accessibility will drive an increased need for advanced semiconductor manufacturing." A close-up of a complex network of integrated circuits used in logic semiconductors. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 9th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 187 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, which was 186 in the previous quarter. While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and shared the list of major stocks to buy according to billionaires. Middle Coast Investing trimmed its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in Q1 2025. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
- Yahoo
TSMC to Open New Chip Design Center in Munich, Germany, By Q3 2025
On Tuesday, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its plans to establish a new chip design center in Munich, Germany. This announcement was also made earlier by Paul de Bot, President of TSMC Europe, during the company's 2025 Technology Symposium event, where he said that the Munich Design Centre would open during the third quarter of 2025. A close-up of a complex network of integrated circuits used in logic semiconductors. The Munich Design Centre is slated to commence operations in the third quarter of 2025. Its primary purpose is to provide support to European customers in the design of high-density, high-performance, and energy-efficient chips. The focus of these chip designs will be on applications within the automotive, industrial, artificial intelligence (AI), and Internet of Things (IoT) sectors. This development is part of TSMC's broader engagement in Germany, where it is also collaborating with Infineon, NXP, and Robert Bosch to construct a microchip manufacturing plant in Dresden, which would be named the European Semiconductor Manufacturing Company (ESMC). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is identified as the world's largest contract chipmaker. Together with its subsidiaries, the company manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the US, and internationally. While we acknowledge the potential of TSM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSM and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
