Episodes
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Taiwan Semiconductor Manufacturing Company, the world's leading semiconductor foundry, has seen significant growth driven by artificial intelligence and advanced technology nodes. As of January 30, 2025, the stock price climbed to two hundred eight dollars and fifteen cents with a trading volume of eleven million eight hundred twelve thousand eight hundred twenty shares.
Recent news highlights TSMC's strong performance in AI-related chip production, with a forecasted fifty-eight percent rise in fourth-quarter profit. The company has also been at the forefront of developing and implementing advanced manufacturing processes, maintaining a competitive edge over rivals. However, TSMC faces challenges due to ongoing trade tensions between the United States and China, including restrictions on technology exports to certain Chinese companies.
Major analysts have updated their price targets for TSMC, with Barclays setting a target of two hundred fifty-five dollars, expecting a twenty-nine point thirty-nine percent upside within twelve months. The consensus price target among six analysts is two hundred three dollars and eighty cents.
TSMC's financial performance has been impressive, with a thirty-three point eighty-nine percent revenue growth and eighty-eight point one billion dollars in revenue over the last twelve months. The company's growth projections for 2025 are higher than previously anticipated, reflecting strong demand for its advanced manufacturing processes.
The company's focus on research and development has enabled it to stay ahead of the curve in terms of process technology, attracting and retaining high-profile customers in the tech industry. Artificial intelligence has emerged as a significant growth driver for TSMC, with strong performance expected to continue into 2025.
However, the push for semiconductor supply chain diversification by various countries could pose a long-term risk to TSMC's market position. Despite these challenges, TSMC's continued leadership in advanced manufacturing processes positions the company for strong future growth.
In terms of stock price prediction, TSM is expected to trade within a price range of two hundred twenty-five dollars and fifty-one cents to two hundred ninety-four dollars and ninety-three cents in 2025, with an average price of two hundred forty-seven dollars and sixty-five cents. This represents a significant increase from its current price, driven by further advances in semiconductor technology, particularly in AI and 5G applications. -
Taiwan Semiconductor Manufacturing Company, with the stock symbol TSM, has seen significant recent developments. As of January 28, 2025, the stock price climbed to $202.40, with a trading volume of 28,486,945 million shares, indicating high market activity.
Recent news highlights TSMC's strong performance in the AI chip market. The company forecasts a 58% rise in fourth-quarter profit, driven by strong demand for AI applications. However, TSMC faces challenges with its new chip plant in Arizona, including delays and higher costs due to regulatory issues and a shortage of skilled workers.
Major analyst updates include a consensus price target of $203.8, with the high target set by Barclays at $255, suggesting a potential 29.39% upside. The company's strong revenue growth, leadership in AI chip production, and strategic partnerships with major tech companies like Apple and Nvidia contribute to its positive outlook.
TSMC's market value surged 6.5% in October to $832.8 billion, reflecting its dominance in the semiconductor industry. The company's continuous investments in leading-edge and specialty technologies, such as 3nm and 2nm FinFETs, are expected to drive its performance.
However, geopolitical tensions, particularly between the United States and China, pose challenges. The U.S. Department of Commerce ordered TSMC to halt shipments of advanced chips to Chinese customers, effective immediately, targeting chips used in AI applications.
Overall, TSMC's strong fundamentals, leadership in AI chip production, and strategic partnerships position it well for future growth, despite current geopolitical challenges. The stock's recent performance and analyst updates suggest a bullish outlook, with potential for significant returns in the coming years. -
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Taiwan Semiconductor Manufacturing Company, the world's largest contract chipmaker, continues to be a significant player in the semiconductor industry. As of the latest data available, the stock price of TSM is around $197.08 per share, which is slightly below its forecast value, suggesting it may be undervalued.
Recent trading volume has shown moderate activity. On January 24, 2025, the notional volume traded during regular hours was approximately 1.9 billion, which is slightly above the 30-day average. This indicates a steady interest in the stock.
Recent news highlights TSMC's strong performance and future prospects. The company forecasts a 58% rise in fourth-quarter profit, driven by strong demand for AI applications. TSMC's revenue in the third quarter of 2024 easily beat market forecasts, coming in at $23.62 billion, underscoring its dominance in the semiconductor industry.
Major analysts have updated their price targets for TSM. Barclays recently set a price target of $255, expecting a 29.39% upside within 12 months. The consensus price target among six analysts is $203.8, with an implied 21.78% upside from the current price.
TSMC's growth projections for 2025 are higher than previously anticipated, reflecting strong demand for its advanced manufacturing processes. The company's financial performance has been impressive, with a 33.89% revenue growth and $88.1 billion in revenue over the last twelve months.
However, TSMC faces challenges, including geopolitical risks due to tensions between China and Taiwan, and increased competition from rivals like Samsung and Intel. The push for semiconductor supply chain diversification by various countries could also pose a long-term risk to TSMC's market position.
Despite these challenges, TSMC's technological leadership and ability to meet the increasing demands of its customers position the company for strong future growth. The demand for chips produced using the most advanced nodes, such as 5nm and 3nm, is expected to increase significantly in the coming years, benefiting TSMC. -
Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has been a focal point in the semiconductor industry due to its dominance in producing chips for AI applications and strategic partnerships with major tech companies. As of January 24, 2025, the stock price was $221.88, with 12,540,511 million shares trading, indicating a significant trading volume.
Recent news highlights TSMC's strong revenue growth, particularly driven by AI-related sales. The company forecasts a 58% rise in fourth-quarter profit due to strong demand for AI applications[1]. Additionally, TSMC's US plant in Arizona faces delays and higher costs due to regulatory issues and a shortage of skilled workers, but the company remains confident in its future productivity[2].
Major analyst updates include a consensus price target of $203.8 based on the ratings of 6 analysts, with the high being $255 issued by Barclays on January 17, 2025[3]. This suggests a potential upside of 19.42% within the next 12 months. The company's strong profit margins and cash flow from operations demonstrate impressive business execution, with long-term investors expecting earnings per share to grow at 21.5% over the next 5 years[4].
TSMC has outperformed the market in the last year with a price return of 96.3%, significantly higher than the SPY ETF's 27.2% gain. The stock has also shown strong performance in the last 3 months and 2 weeks, returning 10.1% and 4.9%, respectively[5].
Key points to consider:
- **Recent Stock Price**: $221.88 as of January 24, 2025.
- **Trading Volume**: 12,540,511 million shares trading, indicating high activity.
- **Recent News**: Strong revenue growth driven by AI applications, and challenges with the US plant in Arizona.
- **Analyst Updates**: Consensus price target of $203.8, with a high of $255, suggesting a potential 19.42% upside.
- **Performance**: Outperformed the market with a 96.3% price return in the last year.
Overall, TSMC's strong fundamentals, leadership in AI chip production, and strategic partnerships position it for continued growth, making it an attractive investment opportunity. -
Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has been a focal point in the semiconductor industry due to its dominance and strategic partnerships with major tech companies. As of January 24, 2025, the stock price was $221.88, with 12,540,511 shares trading, indicating a high trading volume.
Recent news highlights TSMC's strong revenue growth, particularly driven by AI-related sales. The company forecasts a 58% rise in fourth-quarter profit, underscoring the robust demand for AI applications[2]. However, TSMC faces challenges with its US plant in Arizona, including delays and higher costs due to regulatory issues and a shortage of skilled workers.
Major analysts have updated their price targets for TSM. Barclays issued a price target of $255 on January 17, 2025, suggesting a 19.42% upside within 12 months. The consensus price target among 6 analysts is $203.8, with the high being $255 and the low being $89[3].
The stock has shown moderate volatility, with 57% of the last 30 days being "green days," during which the stock saw price gains. The Fear & Greed Index currently sits at 39, indicating "Fear" in the market, but fundamental analysis highlights TSMC's strong position in the AI chip market and its strategic partnerships[1].
TSMC's leadership in the semiconductor industry, particularly in AI and 5G applications, is expected to drive further growth. The company's third-quarter revenue easily beat market forecasts, coming in at $23.62 billion, and its market value increased 6.5% to $832.8 billion in October due to strong AI chip demand[2].
Given the bullish sentiment and strong fundamentals, TSM stock is expected to continue its upward trajectory. The stock is forecast to trade within a price range of $225.51 to $294.93 in 2025, with an average price of $247.65, representing a significant increase from its current price[1]. Overall, TSM remains a promising investment opportunity, particularly for those looking to capitalize on the growing demand for AI and semiconductor technologies. -
Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has seen significant growth driven by the demand for artificial intelligence and advanced technology nodes. As of January 22, 2025, the stock price climbed to $221.79 with 3,646,500 million shares trading.
Recent news highlights TSMC's strong performance, with a 33.9% rise in net sales for 2024, exceeding its revenue forecast. This growth is largely attributed to strong demand for AI technology. The company also faces geopolitical tensions and supply chain risks, particularly with the US imposing restrictions on technology exports to certain Chinese companies.
Major analyst updates include a price target of $255 issued by Barclays on January 17, 2025, indicating a potential 19.42% upside. The consensus price target among 6 analysts is $203.8, with an average price target of $240 between Barclays, Needham, and Barclays, suggesting a 12.40% upside.
TSMC's financial performance has been impressive, with a "beat and raise" scenario in the fourth quarter of 2024, achieving remarkable revenue growth of 33.89% and generating $88.1 billion in revenue over the last twelve months. The company's growth projections for 2025 are higher than previously anticipated, reflecting strong demand for its advanced manufacturing processes.
The company's dominant position in the semiconductor industry is primarily due to its technological leadership, particularly in producing chips using the most advanced nodes such as 5nm and 3nm processes. TSMC's focus on research and development has enabled it to stay ahead of the curve in terms of process technology, attracting and retaining high-profile customers in the tech industry.
However, TSMC faces increased competition from major players like Samsung and Intel, who are investing heavily in advanced manufacturing processes. Geopolitical factors and the push for semiconductor supply chain diversification by various countries could also pose long-term risks to TSMC's market position.
In terms of trading volume, TSM has a beta of 2.06, meaning it tends to be more sensitive to market movements. The stock has outperformed the market in the last year with a price return of 96.3%, while the SPY ETF gained 27.2%. TSM has also outperformed the stock market ETF in the last 3 month and 2 week periods, returning 10.1% and 4.9%, respectively, while the SPY returned 4.3% and 3.0%, respectively.
Overall, TSMC's strong financial performance, technological leadership, and growing demand for AI-related chips position the company for strong future growth. However, it must navigate geopolitical risks and increasing competition to maintain its market position. -
Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has seen significant growth driven by strong demand for artificial intelligence (AI) applications. As of January 22, 2025, the stock price climbed to two hundred twenty-three dollars and twenty cents, with a trading volume of fifteen million two hundred sixty-five thousand four hundred nineteen shares. This is slightly lower than the trading volume of sixteen million five hundred forty-two thousand five hundred ninety-five shares on January 17, 2025.
Recent news highlights the company's robust performance, with a thirty-three point nine percent rise in net sales for 2024, exceeding its revenue forecast. This growth is primarily attributed to the increasing demand for AI technology. However, the company faces challenges from US tech restrictions on China and potential tariffs from the upcoming US administration.
Major analysts have updated their price targets, with Barclays setting a target of two hundred fifty-five dollars, expecting a nineteen point four two percent upside within twelve months. The consensus price target among six analysts is two hundred three dollars and eighty cents, indicating a potential upside.
The company's focus on research and development has enabled it to stay ahead in process technology, attracting high-profile customers in the tech industry. The AI boom has positively impacted TSMC's other business segments, such as high-performance computing chips used in data centers and AI applications.
Despite its dominant position, TSMC faces increasing competition from major players like Samsung and Intel, who are investing heavily in advanced manufacturing processes. Geopolitical factors, including tensions between China and Taiwan, and the push for semiconductor supply chain diversification by various countries, pose long-term risks to TSMC's market position.
Overall, TSMC's strong financial performance, technological leadership, and continued demand for AI-related chips position the company for strong future growth. However, it must navigate complex regulatory environments and potential competition to maintain its market share. -
Taiwan Semiconductor Manufacturing Company, the world's leading semiconductor foundry, has been riding a wave of growth driven by artificial intelligence and advanced technology nodes. As of January 17, 2025, the stock price of TSM is $211.50, with a trading volume of 16,542,595 million shares. This is a significant increase from its low of $59.43 in the last three years.
Recent news highlights the company's strong performance, with a 33.9% rise in net sales for 2024, driven by strong demand for AI technology. TSMC forecasts a 58% rise in fourth-quarter profit, also driven by AI chip demand. However, the company faces challenges from US tech restrictions on China and potential tariffs from the upcoming US administration.
Major analyst updates include a price target of $255 by Barclays, issued on January 17, 2025, indicating a possible 19.42% upside. The consensus price target among six analysts is $203.8, with the high being $255 and the low being $89. The three most recent analyst ratings were released by Barclays, Needham, and Barclays, with an average price target of $240, suggesting a 12.40% upside.
TSMC's financial performance has been impressive, with a "beat and raise" scenario in the fourth quarter of 2024, achieving remarkable revenue growth of 33.89% and generating $88.1 billion in revenue over the last twelve months. The company's growth projections for 2025 are higher than previously anticipated, reflecting the strong demand for its advanced manufacturing processes.
The company's dominant position in the semiconductor industry is primarily due to its technological leadership, consistently developing and implementing advanced manufacturing processes. This advantage has been crucial in attracting and retaining high-profile customers in the tech industry, including major smartphone manufacturers and AI chip designers.
However, TSMC faces increasing competition from major players like Samsung and Intel, who are investing heavily in advanced manufacturing processes. Geopolitical factors, such as tensions between China and Taiwan, and trade tensions between the US and China, also pose risks to TSMC's market position.
Overall, TSMC's strong financial performance, technological leadership, and demand for AI-related chips position the company for continued growth. However, investors should be aware of the potential risks and challenges in the semiconductor industry. -
Taiwan Semiconductor Manufacturing Company, the world's leading semiconductor foundry, has been riding a wave of growth driven by artificial intelligence and advanced technology nodes. As of January 17, 2025, TSM stock price declined to two hundred eleven dollars and fifty cents with sixteen million five hundred forty-two thousand five hundred ninety-five shares trading, indicating moderate trading volume.
Recent news highlights TSMC's strong performance, with a 33.9% rise in net sales for 2024, driven by strong demand for AI technology. The company forecasts a 58% rise in fourth-quarter profit, also driven by AI chip demand. However, TSMC faces challenges from US tech restrictions on China and potential tariffs from the upcoming US administration.
Major analyst updates include a consensus price target of two hundred three dollars and eighty cents based on the ratings of six analysts, with the high being two hundred fifty-five dollars issued by Barclays. The latest analyst rating maintained an overweight rating with a price target of two hundred forty dollars, expecting TSM to rise within twelve months.
TSMC's dominant position in the semiconductor industry is primarily due to its technological leadership, particularly in the production of chips using the most advanced nodes, such as 5nm and 3nm processes. The company's focus on research and development has enabled it to stay ahead of the curve in terms of process technology, attracting and retaining high-profile customers in the tech industry.
However, the landscape is becoming increasingly competitive, with major players like Samsung and Intel investing heavily in advanced manufacturing processes to challenge TSMC's leadership. Geopolitical factors, including tensions between China and Taiwan, and ongoing trade tensions between the United States and China, pose risks to TSMC's market position.
Looking forward, TSM stock is expected to continue its upward trajectory, with forecasts suggesting it will trade within a price range of two hundred twenty-five dollars and fifty-one cents to two hundred ninety-four dollars and ninety-three cents in 2025, with an average price of two hundred forty-seven dollars and sixty-five cents. This growth will likely be driven by further advances in semiconductor technology, particularly in AI and 5G applications. -
Taiwan Semiconductor Manufacturing Company (TSM) is a dominant player in the semiconductor industry, with a market capitalization of over one trillion dollars. As of January 17, 2025, the stock price declined to two hundred eleven dollars and fifty cents, with sixteen million five hundred forty-two thousand five hundred ninety-five shares trading.
The company has consistently outperformed the market, with a price return of one hundred seven point seven percent in the last year, compared to the SPY ETF's twenty-eight percent gain. TSM has also outperformed the stock market ETF in the last three months and two weeks, returning three percent and one point four percent, respectively.
Recent news highlights TSMC's strong growth driven by artificial intelligence (AI) and advanced technology nodes. The company's fourth-quarter profit is expected to jump fifty-eight percent due to strong demand for AI applications. However, TSMC faces challenges from US tech restrictions on China and potential tariffs from the upcoming US administration.
The company has reported a thirty-three point nine percent rise in net sales for 2024, driven by strong demand for AI technology, exceeding its revenue forecast. TSMC has also received up to six point six billion dollars in direct funding from the US to build state-of-the-art facilities in Arizona.
Analysts predict TSM stock to continue its upward trajectory, with forecasts suggesting a potential rise of sixty-two point eight percent by February 2025. The stock is expected to trade within a price range of two hundred twenty-five dollars and fifty-one cents to two hundred ninety-four dollars and ninety-three cents, with an average price of two hundred forty-seven dollars and sixty-five cents throughout 2025.
TSMC's financial health is robust, with significant revenue growth, expanding margins, and a substantial net cash position of over forty billion dollars. Despite geopolitical risks, TSM's market position, growth prospects, and attractive valuation at twenty-three times forecasted earnings make it a compelling investment.
In terms of trading volume, TSM has shown moderate volatility, with fifty-seven percent of the last thirty days being "green days," during which the stock saw price gains. The Fear & Greed Index currently sits at thirty-nine, indicating "Fear" in the market.
Overall, TSMC's strong growth outlook, driven by AI and advanced technology nodes, makes it an attractive investment opportunity. However, investors should be aware of the potential risks posed by geopolitical tensions and trade restrictions. -
Taiwan Semiconductor Manufacturing Company, the world's leading semiconductor foundry, has been experiencing significant growth driven by the demand for artificial intelligence (AI) and advanced technology nodes. The company's stock price as of January 17, 2025, was $211.50, with 16,542,595 million shares trading, indicating a market capitalization of $1.08 trillion.
Recent news highlights TSMC's strong financial performance, with a 33.9% rise in net sales for 2024, exceeding its revenue forecast. This growth is largely attributed to the increasing demand for AI technology. The company has also been at the forefront of developing and implementing advanced manufacturing processes, maintaining a competitive edge over rivals.
In terms of recent announcements, TSMC has been awarded up to $6.6 billion in direct funding from the United States to help build state-of-the-art facilities in Arizona. This investment underscores the company's strategic expansion in the US market.
However, TSMC faces challenges from US tech restrictions on China and potential tariffs from the upcoming US administration. The company has been ordered to halt shipments of advanced chips to Chinese customers, particularly those used in AI applications, following the discovery of a TSMC chip in a Huawei AI processor.
Major analyst updates suggest that TSM stock will continue its upward trajectory in 2025, driven by further advances in semiconductor technology, particularly in AI and 5G applications. Forecasts indicate that TSM stock will reach $247.65 by the end of 2025, representing a significant increase from its current price.
Trading volume has been moderate, with 57% of the last 30 days being "green days," during which the stock saw price gains. The Fear & Greed Index currently sits at 39, indicating "Fear" in the market, which could suggest that the stock is undervalued.
Overall, TSMC's strong revenue growth, leadership in the AI chip market, and strategic partnerships with major tech companies position it for continued success in 2025. Despite geopolitical tensions and supply chain risks, the company's focus on research and development and its ability to meet the ever-increasing demands of its customers make it a promising investment opportunity. -
Taiwan Semiconductor Manufacturing Company, listed as TSM, has seen significant activity recently. As of January 16, 2025, the stock price surged to $215.38, marking a 4.1% increase during midday trading. This uptick is accompanied by an unusually high trading volume of 29,314,456 shares, which is a substantial increase from its average volume of 17,081,182 shares[1].
Recent news highlights TSMC's expansion in Arizona, where it has begun producing 4-nanometre chips and plans to add a third fab by 2030, increasing its investment to $65 billion[2]. This development underscores the company's strategic growth initiatives.
On the analyst front, TSM has a consensus price target of $200.8 based on ratings from seven analysts. The highest target is $250, issued by Susquehanna, while the lowest is $89 from Goldman Sachs. Recent analyst ratings from Barclays, Needham, and others suggest an implied 12.77% upside for TSM[3].
The company's strong performance in chip manufacturing, particularly in 7nm and 3nm technologies, and its expanding network of semiconductor facilities position it well for future growth. TSM's continuous investments in leading-edge and specialty technologies are expected to drive its performance, especially with the growing demand for high-end chips used in AI applications[4].
TSM has outperformed the market significantly, with a price return of 109.0% in the last year, compared to the SPY ETF's gain of 23.3%. The stock's recent trading volume and price movements indicate a strong market interest[5].
In summary, TSM's recent stock price increase, high trading volume, and positive analyst updates reflect its robust position in the semiconductor industry. The company's strategic expansions and investments in advanced technologies are expected to drive its growth, making it an attractive investment option. -
Taiwan Semiconductor Manufacturing Company (TSM) is a leading player in the semiconductor industry, with a strong focus on AI chip production. As of January 15, 2025, TSM stock price climbed to Two Hundred Six Dollars and Twenty-Four Cents with Nine Million Four Hundred Fourteen Thousand Six Hundred Ninety-Three shares trading[5].
Recent news highlights TSMC's expansion in Arizona, with the company beginning production of Four-nanometre chips and planning to add a third fab by 2030, increasing its investment to Sixty-Five Billion Dollars[2]. This strategic move underscores TSMC's commitment to meeting growing demand for advanced semiconductor technologies.
Analysts have updated their price targets for TSM stock. The average twelve-month price target from five analysts is Two Hundred Fourteen Dollars, representing a Three Point Two Three Percent upside from the current price. The highest price target is Two Hundred Fifty Dollars, while the lowest is One Hundred Seventy Dollars[3].
Fundamental analysis points to TSMC's strong revenue growth, driven by AI-related sales and strategic partnerships with major tech companies. The company's leadership in the AI chip market and its role in producing chips for AI applications are key factors in the bullish sentiment surrounding TSM stock[1].
TSMC has also reported robust earnings, with its last quarter revenue reaching Twenty-Three Billion Dollars and earnings per share of One Dollar and Ninety-Four Cents, beating expectations[5]. The company's continuous investments in leading-edge and specialty technologies, including 3nm and 2nm FinFETs, are expected to drive its performance in the coming quarters[4].
Given these factors, TSM stock is expected to continue its upward trajectory. Forecasts suggest that TSM stock will reach One Hundred Ninety-One Dollars and Sixty-Six Cents by the end of 2025, marking a Four Percent increase from its current price. The stock is projected to trade between Two Hundred Twenty-Five Dollars and Fifty-One Cents and Two Hundred Ninety-Four Dollars and Ninety-Three Cents throughout 2025[1].
Overall, TSM stock presents an attractive investment option, driven by its strong position in the semiconductor industry, robust portfolio of technologies, and expanding network of semiconductor facilities. The company's focus on AI chip production and its strategic partnerships with major tech companies make it well-positioned to ride on the growing proliferation of AI, smartphones, and electric vehicles. -
Taiwan Semiconductor Manufacturing Company (TSM) stock analysis:
**Recent Stock Price and Trading Volume:**
As of January 13, 2025, TSM stock price declined to $201.36 with 14,049,884 million shares traded. This indicates a moderate trading volume compared to its average[5].
**Recent News and Announcements:**
- TSMC has begun producing 4-nanometre chips in Arizona, with plans to expand its investment by $25 billion to $65 billion and add a third Arizona fab by 2030[2].
- TSMC cut ties with a Singapore firm over a Huawei processor, following a client review[2].
- The company's sales topped estimates, boosting AI in 2025, driven by strong demand for AI-related chips[2].
**Major Analyst Updates and Price Target Changes:**
- The average price target for TSM is $214.00, with a forecasted upside of 3.23% from the current price. The highest price target is $250.00, and the lowest is $170.00[3].
- TSM stock is projected to trade between $225.51 and $294.93 in 2025, with an average price of $247.65, representing a significant increase from its current price[1].
**Other Relevant News and Current Information:**
- TSMC's leadership in the semiconductor industry, particularly in AI and 5G applications, is expected to drive growth in 2025[1].
- The company's strategic partnerships with major tech companies, including NVIDIA and AMD, are major growth drivers[4].
- TSMC's expansion into high-performance computing (HPC) and smartphone sectors is expected to bolster its performance[4].
- The company's innovative 3nm Fin Field-Effect Transistor (FinFET) technology has become a key growth driver, particularly in HPC applications[4].
Overall, TSM stock is poised for continued growth in 2025, driven by its leadership in the semiconductor industry, strong demand for AI-related chips, and strategic partnerships with major tech companies. Despite short-term challenges, the long-term prospects look bright, making it an opportune time to add TSM stock to your portfolio. -
Taiwan Semiconductor Manufacturing Company (TSM) stock analysis:
**Recent Stock Price and Trading Volume:**
As of January 10, 2025, TSM stock price climbed to $208.37 with 13,313,522 million shares traded. This indicates a significant trading volume compared to its average[5].
**Recent News and Announcements:**
TSMC has begun producing 4-nanometre chips in Arizona, with plans to expand its investment to $65 billion and add a third Arizona fab by 2030[2]. Additionally, TSMC's sales topped estimates, boosting AI in 2025, and the company cut ties with a Singapore firm over Huawei processor production[2].
**Major Analyst Updates and Price Target Changes:**
According to MarketBeat, the average price target for TSM is $214.00, with a forecasted upside of 3.23% from the current price. The highest price target is $250.00, while the lowest is $170.00[3]. Benzinga predicts TSM stock to trade between $225.51 and $294.93 in 2025, with an average price of $247.65[1].
**Other Relevant News and Current Information:**
TSMC's strong revenue growth, leadership in the AI chip market, and strategic partnerships with major tech companies contribute to its bullish outlook. The company's expansion into high-performance computing, smartphone sectors, and advancements in 3nm and 2nm chip technologies position it for continued leadership in the semiconductor space[4]. TSMC's diversification across industries, including automotive, IoT, and digital consumer electronics, enhances its resilience and offers multiple revenue streams[4].
Overall, TSM stock appears to be a strong investment opportunity, driven by its leadership in semiconductor technology, strategic positioning in high-growth markets, and robust demand for advanced technologies. With a solid track record of earnings beats and a bullish outlook, now may be an opportune time to add TSM stock to your portfolio. -
As of January 13, 2025, Taiwan Semiconductor Manufacturing Company (TSM) stock is trading at approximately $208.61 per share. The recent trading volume has been moderate, with 12,859,949 shares traded over the last 20 days, slightly above its average volume[4].
Recent news highlights TSM's strong performance in the semiconductor industry, driven by its leadership in advanced chip manufacturing, particularly in AI and 5G applications. The company's strategic partnerships with major tech companies like Nvidia and its expansion into high-performance computing (HPC) and smartphone sectors have bolstered its growth prospects[3].
Analyst updates indicate a bullish outlook for TSM stock. The average 12-month price target from 5 analysts is $214.00, with a high forecast of $250.00 and a low forecast of $170.00, suggesting a potential upside of 3.23% from its current price[2]. Long-term predictions for 2025 forecast TSM stock to trade between $225.51 and $294.93, with an average price of $247.65, representing a significant increase from its current price[1].
TSM's upcoming earnings report, scheduled for January 16, 2025, is expected to further drive investor confidence, given the company's solid track record of earnings beats[4]. Despite short-term challenges, TSM's long-term prospects look bright, making it an opportune time to consider adding TSM stock to investment portfolios. -
Taiwan Semiconductor Manufacturing Company (TSM) stock price as of January 10, 2025, is $208.37 with 13,313,522 million shares trading. This indicates a high trading volume compared to the average[1].
Recent news includes the U.S. Department of Commerce ordering TSMC to halt shipments of advanced chips to Chinese customers, specifically those used in artificial intelligence applications. This move follows the discovery of a TSMC chip in a Huawei AI processor, potentially violating export controls[2].
In terms of financial performance, TSMC reported $23 billion in revenue and $1.94 earnings per share in the last quarter, beating revenue expectations by $410 million and exceeding earnings estimates by $0.14[1].
Analysts have set an average twelve-month price target of $214.00 for TSM, with the highest target at $250.00 and the lowest at $170.00. This represents a forecasted upside of 3.23% from the current price[3].
TSMC's strategic focus on ramping up 3nm production and advancing 2nm development positions it for continued leadership in the semiconductor space. The company's expansion into high-performance computing (HPC) and smartphone sectors is expected to bolster its performance[4].
Additionally, TSMC is investing $65 billion in new factories in the U.S. state of Arizona, further solidifying its presence in the global semiconductor market[2].
Overall, TSMC's strong technological advancements, strategic positioning in high-growth markets, and robust customer base suggest continued growth potential despite short-term challenges. The recent halt in shipments to China may pose a temporary risk but does not alter the long-term prospects of the company. -
TSMC Stock Shows Mixed Signals Amid Global Chip Demand and Regulatory Changes
Taiwan Semiconductor Manufacturing Company (TSM) shares are currently trading at $207.29 as of January 10, 2025, showing a slight decline from yesterday's close. The semiconductor giant continues to navigate complex market dynamics, balancing strong AI chip demand with geopolitical challenges.
In a significant development, the U.S. Department of Commerce's recent decision to restrict TSMC's advanced AI chip shipments to Chinese customers has created market uncertainty. However, this has been partially offset by the finalization of $6.6 billion in U.S. government funding for TSMC's Arizona manufacturing facilities, reinforcing the company's strategic expansion in North America.
Trading volumes remain robust, with yesterday's session recording $2.2 billion in notional volume, exceeding the 30-day average by 20%. After-hours trading has been more subdued, with volumes at $18.6 million, slightly below typical levels.
Technical indicators present a mixed but generally positive outlook. The stock is trading well above both its 50-day moving average of $196.26 and its 200-day moving average of $171.90, suggesting a strong underlying uptrend. The current RSI of 56.65 indicates neutral momentum, while the Fear & Greed Index reading of 39 signals cautious market sentiment.
Market analysts remain optimistic about TSMC's prospects, with CoinCodex projecting a price target of $231.44 by early February, suggesting an 11.74% upside potential from current levels. This optimism is largely driven by TSMC's dominant position in advanced chip manufacturing and growing AI-related demand from key customers like NVIDIA, AMD, and Intel.
The company's focus on advancing semiconductor technology continues to bear fruit, with successful progression in 3nm production and ongoing development of 2nm technology. These initiatives are crucial as global demand for advanced computing solutions continues to grow, particularly in AI applications.
Despite recent regulatory challenges in the Chinese market, TSMC's diversification strategy, including expanded production capabilities in the United States and Japan, positions the company to maintain its market leadership. The semiconductor manufacturer's strong third-quarter performance, which exceeded market expectations, demonstrates its resilience and ability to adapt to changing market conditions.
Investors are closely monitoring TSMC's response to recent trade restrictions and its ability to balance geopolitical pressures with business growth. The company's strategic importance in global technology supply chains and its continued investment in cutting-edge manufacturing capabilities suggest strong long-term potential, despite short-term market volatility.
As the semiconductor industry continues to evolve, TSMC's role as a key enabler of technological advancement remains crucial, making it a focal point for investors interested in the semiconductor and AI sectors. The stock's current trading level, approximately 10.44% below analyst forecasts, may present an attractive entry point for long-term investors, although market participants should remain mindful of ongoing geopolitical risks and industry cyclicality. -
TSMC Stock Shows Mixed Performance Amid US Funding News and Trade Restrictions
Taiwan Semiconductor Manufacturing Company (TSM) shares are trading at $207.2 as of midday trading on January 9, 2025, showing moderate volatility with an intraday range of $203.7 to $208.8. The stock has pulled back slightly from its January 7 closing price of $211.42, reflecting investor reaction to recent developments in US-China trade relations and domestic funding announcements.
Trading volume remains notably subdued at 2.95 million shares, significantly below the 90-day average of approximately 13 million shares, suggesting cautious investor sentiment despite major news catalysts.
The semiconductor giant recently secured a substantial financial package from the US government, including up to $6.6 billion in direct funding and an additional $5 billion in proposed loans for its Arizona manufacturing facilities. This development represents a significant milestone in TSMC's expansion strategy in the United States and underscores the company's critical role in global semiconductor supply chains.
However, the positive funding news has been tempered by new trade restrictions, as the US Department of Commerce has mandated TSMC to immediately cease shipments of advanced AI chips to Chinese customers. This development has created uncertainty around the company's revenue prospects in the Chinese market, traditionally a significant source of business for TSMC.
Despite these challenges, TSMC's fundamental outlook remains strong, supported by robust demand in the artificial intelligence sector. The company's recent third-quarter performance exceeded market expectations, with revenue reaching $23 billion and earnings per share of $1.94. Analysts are particularly optimistic about the upcoming quarterly results, projecting net profits of $9.33 billion for the period ending September 30.
The company's market value has seen significant appreciation, driven largely by the surge in AI chip demand, with October marking a notable 6.5% increase to $832.8 billion. Technical indicators suggest the stock remains volatile, with a beta of 2.22 indicating heightened sensitivity to market movements. Current technical analysis places support at $197.24 and resistance at $205.92.
TSMC's strategic initiatives, including the acceleration of 3nm production and ongoing development of 2nm technology, continue to position the company at the forefront of semiconductor manufacturing. Strong partnerships with industry leaders such as NVIDIA, AMD, and Intel further reinforce TSMC's market leadership.
As the semiconductor industry navigates geopolitical tensions and technological advancement, TSMC's stock performance reflects both the opportunities and challenges facing the world's largest contract chipmaker. While short-term volatility persists, the company's fundamental strength and strategic positioning in the AI chip market suggest potential for continued growth, making it a closely watched stock among technology investors. -
Taiwan Semiconductor Manufacturing Company Sees Mixed Trading Amid Tech Sector Volatility
Taiwan Semiconductor Manufacturing Company (TSM) experienced a notable decline in trading yesterday, closing at $211.42, down 3.90% from the previous session. However, after-hours trading showed signs of recovery, with the stock climbing 0.70% to $212.89, suggesting investors remain cautiously optimistic about the semiconductor giant's prospects.
Trading activity remained subdued compared to recent averages, with regular session volume reaching 1.7 billion shares, approximately 30% below the 30-day average. Pre-market trading saw moderate activity with 53.9 million shares changing hands at a volume-weighted average price of $197.34.
The company's recent performance has been remarkable, with third-quarter 2024 results showcasing robust growth. Revenue increased by 36% year-over-year, while net income surged an impressive 51%, demonstrating TSMC's strong market position and operational efficiency in the advanced chip manufacturing sector.
Technical indicators present a mixed picture for short-term traders. The Relative Strength Index (RSI) stands at 70.15, suggesting the stock is approaching overbought territory while maintaining bullish momentum. Support levels are currently established at $197.24, with resistance at $205.92, providing key reference points for market participants.
The past year has been particularly strong for TSM shareholders, with the stock delivering a substantial 110.6% return, significantly outperforming broader market indices. Recent momentum has continued with gains of 16.6% over the past three months and 5.8% in the last two weeks.
Market analysts remain positive on TSM's outlook, with the stock maintaining a Zacks Rank #2 (Buy) rating and a favorable VGM Score of B. Forecasts suggest potential upside, with price targets indicating a possible 17.09% increase to $235.30 by February 1, 2025.
The company's strong performance can be attributed to its dominant position in advanced semiconductor manufacturing and strategic investments in emerging technologies. As global demand for advanced chips continues to grow, particularly in artificial intelligence and high-performance computing applications, TSMC's market leadership and technological capabilities position it well for sustained growth.
Investors and analysts are closely monitoring TSMC's expansion plans and capital expenditure strategies, as these factors will likely influence the stock's performance in the coming months. The company's ability to maintain its technological edge and meet increasing demand from major clients remains crucial for its continued success in the highly competitive semiconductor industry.
Despite yesterday's pullback, the overall trajectory of TSM stock remains positive, supported by strong fundamentals and favorable industry dynamics. However, market participants should remain mindful of broader market volatility and geopolitical factors that could impact the semiconductor sector. - Show more
