Latest news with #TaiwanSemiconductorManufacturingCompanyLimited
Yahoo
26-07-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing Company Limited (TSM) Surges on Accelerated Demand For AI-Related Semiconductors
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q2 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 26.0% (net) in the second quarter compared to a 21.9% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Easing geopolitical concerns, renewed AI optimism, resilient macroeconomic data, strong corporate earnings, and technical tailwinds boosted the markets for a quick recovery in the quarter. You can check the fund's top 5 holdings to know more about its best picks for 2025. In its second 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 7.85%, and its shares gained 50.74% of their value over the last 52 weeks. On July 24, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock closed at $241.60 per share, with a market capitalization of $1.253 trillion. Sands Capital Technology Innovators Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its second quarter 2025 investor letter: "Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), the world's largest producer of leading-edge logic chips, reported strong quarterly results, supported by ongoing demand for AI related semiconductors. Management reiterated its 2025 revenue growth target in the mid-20 percent range, with second-quarter guidance coming in above consensus. The company plans to double capacity for chip-on-wafer on-substrate (CoWoS) packaging this year, noting that demand continues to exceed supply and capacity remains fully booked. TSMC also reaffirmed its long-term goal to grow AI-related revenue at a mid-40 percent compound annual rate through 2029, reflecting its critical position in the semiconductor value chain and sustained momentum in AI infrastructure buildout." 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, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and shared the list of AI stocks in the spotlight. Longriver Partners Fund noted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)in its Q2 2025 investor letter and views it as the lynchpin of the AI compute stack. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. 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
09-07-2025
- Business
- Yahoo
TSMC (TSM) Re-Rating Possible as AI Drives Chip Demand—Macquarie
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the . On July 7, Macquarie raised the stock's target price from 1,125 New Taiwanese dollars to 1,282 New Taiwanese dollars, maintaining an 'Outperform' rating. The rating affirmation is driven by the burgeoning demand from the AI super cycle. Firm analysts are particularly optimistic about TSMC's leadership in advanced semiconductor nodes, particularly its N2 technology. The ongoing growth from its N3 nodes is also a positive factor. Macquarie further analyzed that the 'N2 ramp-up is a critical driver,' with design-in activity for N2 already superior to that of N3 at a similar stage. This, in turn, implies robust demand for TSMC's cutting-edge chips. Consequently, the firm anticipates over 20% YoY USD revenue growth in 2025. 'Robust revenue growth from advanced nodes could partially offset these FX-related headwinds.' The analysts believe that the demand generated by AI, together with TSMC's superior technology, could lead to a similar P/E re-rating that happened during the last consumer electronics boom in late 2020. At that time, TSMC's P/E expanded to 20–25x. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial intelligence applications. While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . 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
25-06-2025
- Business
- Yahoo
Susquehanna Raised the PT on Taiwan Semiconductor Manufacturing (TSM), Keeping a Buy Rating
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 12 Best Stocks to Buy and Hold for the Long Term. On June 17, Susquehanna raised the firm's price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $250 to $255 while keeping a Buy rating on the stock. The increased price target comes at a time when AI growth sentiment is weakening and global tariffs topped with geo-political uncertainties are posing challenges for the company. The firm noted recent checks indicate that increased demand for AI-related wafer shipments in Q2 is compensating for weaker shipments in the smartphone segment. Moreover, the surge in AI chip demand is a critical growth driver for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as advanced chips used in AI applications are seeing robust orders, even as traditional consumer electronics like smartphones face cyclical softness. A close-up of a complex network of integrated circuits used in logic semiconductors. Susquehanna also highlighted that TSM is likely to remain the only leading-edge foundry provider through at least 2027, thereby reassuring its market-leading position. Moreover, Ariel Global Fund also noted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2025 investor letter, noting the company has a dominant share in the global foundry industry. Despite the recent shift in AI sentiment, the fund continues to see the company's earnings benefiting from long-term AI trends. Ariel Global 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) shares declined on weakening sentiment regarding Artificial Intelligence (AI) growth, the impact of tariffs and global macroeconomic uncertainty. TSMC has a dominant share of the global foundry market and is an industry leader in terms of scale, technology, customer service and execution. As such, we expect the company's earnings will benefit from secular growth trends of AI longer-term. Meanwhile, TSMC remains committed to returning capital to shareholders through buybacks and dividends.' While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
16-06-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing Company Limited (TSM): It's A Proxy for NVIDIA, Says Jim Cramer
We recently published a list of . In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other stocks that Jim Cramer discusses. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world primarily due to the fact that it is responsible for manufacturing most of the world's advanced AI and personal computing chips. The firm's leading-edge chip manufacturing technologies are used by the world's leading technology companies such as Apple and NVIDIA. Crmaer's previous comments about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have compared the firm to NVIDIA especially since the latter relies on it for making its GPU chips. His latest comments maintained the opinion: 'Taiwan Semi was the proxy, as that went up you could buy NVIDIA.' A close-up of a complex network of integrated circuits used in logic semiconductors. Cramer's previous comments about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) concerned the firm's valuation particularly due to the impact of its location in Taiwan: 'Okay so I'm gonna give you, how to read that, you can dismiss it, but I'll give it to you. Taiwan Semi, discount versus NVIDIA is how you look at it. The Taiwan Semi, the discount, it's 17 versus 23 times earnings, that is simply the discount of, a, I don't wanna say it, takeover, because that gets people scared. But an encroachment by the People's Republic of China.' While we acknowledge the potential of TSM as an investment, 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-06-2025
- Business
- Yahoo
TSMC (TSM) Reports 40% Revenue Surge in May as AI Chip Demand Booms
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 1. On June 10, the company reported its May revenue, which surged 40% year-over-year to NT$320.5 billion ($10.7 billion) as demand remained high for its AI chips. The contract chipmaker, which supplies to tech giants such as Apple and Nvidia, had its revenue up 39.6% from a year earlier but down 8% from April's figure. According to TSMC's CEO C.C. Wei, April softening was seasonal, and the company is ramping advanced nodes to ease bottlenecks. Its capacity expansions in Arizona and Taiwan are progressing according to plan. Moreover, new EUV tools and packaging lines are launching to boost throughput for the latest H100 and next-gen Gaudi GPUs. A macro view of a 5G/4G chips and modules, displaying the cutting edge technology of the company. Back in March, Wei joined President Donald Trump in announcing his intent to invest $100 billion in U.S.-based chip-manufacturing facilities. He acknowledged TSMC's projection of 'full-year 2025 revenue to increase by close to mid-20s percent in U.S. dollar terms' in the company's first-quarter earnings call in April. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial intelligence applications. While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and 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
