TSMC: Extremely Bullish On Earnings

07:21am, Friday, 18'th Apr 2025
TSMC's Q1 sales grew 35% to $25.5 billion, driven by high-performance computing, despite challenges like an earthquake impacting production. Risks include natural disasters and trade turmoil, but TSMC
Making an exact prediction about how much a stock will rise over the next five years isn't easy. Additionally, there's a high chance I'll be wrong on my specific prediction, but I believe I'll be corr
Stocks closed mostly lowered on the holiday-shortened week, though small caps muscled a win with the RUT rallying more than 1%. Nvidia (NVDA) was behind a lot of the downside action as it faced multip
The stock of Taiwan Semiconductor Manufacturing (TSM 0.28%) is seeing modest gains Thursday following the company's recent quarterly release. The semiconductor fabrication leader's share price was up
TSMC struck an upbeat note after posting strong earnings, but tariffs and the trade war loom large.
TSMC (TSM) posted what Sylvia Jablonski considers great earnings that confirms a ramp-up in hyperscaler demand. The issue ahead: tariffs.
Taiwan Semiconductor Manufacturing Co. (TSM) reported first-quarter results that topped analysts' estimates and stuck with its 2025 revenue outlook despite the growing trade war.

Taiwan Semiconductor Earnings: What to Know

11:21am, Thursday, 17'th Apr 2025
Taiwan Semiconductor Mfg.
It's no secret that volatility has been the name of the game in the stock market over the past couple of weeks. President Trump's announcement of new trade tariffs spooked investors, as uncertainty su
Taiwan Semiconductor Manufacturing Company (TSM) stock is in focus after the chipmaker reported earnings that beat expectations and reiterated its revenue forecast despite ongoing tariff concerns. Moo
Taiwan Semiconductor Manufacturing Company aka TSMC reported strong Q1 earnings, benefiting from AI demand and a robust market position, making it a Strong Buy despite geopolitical risks. TSMC's Q2 re
The biggest laggard of the morning is UnitedHealth (UNH), which fell as much as 20% following its earnings. Jenny Horne points out several factors behind the red arrows, from its earnings miss to slas

TSMC Q1 2025 Earnings Silence Tariff Doubts

09:26am, Thursday, 17'th Apr 2025
Despite the slight topline miss, TSMC's Q1 earnings outperformance and robust Q2 outlook suggests its earlier 2025 growth guidance in the 20% range remains more than intact amidst tariff uncertainties
President Trump's trade policies are reshaping global manufacturing. Nvidia's $500 billion investment in U.S. AI infrastructure, aided by TSMC and other chip companies, reduces Taiwan and China risks
I find Q2 revenue guidance encouraging, beating revenue expectations by $1.58B and signaling resilient demand for AI chips despite ongoing tariff noise in the US. I expected margin pressure from Fab 2
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