Taiwan Semiconductor (TSMC) (2330) Earnings: 1Q Net Income Exceeds Estimates with Strong Margins

Taiwan Semiconductor (TSMC) on Smartkarma

On Smartkarma, independent analysts are closely watching Taiwan Semiconductor (TSMC) amidst recent market events. Nico Rosti‘s report highlights a significant 30% drop in TSMC since mid-January, with a rebound anticipated post their April 17 earnings release. Meanwhile, Manishi Raychaudhuri points out TSMC as an attractive stock amongst 35 identified opportunities in Asia due to strong EPS growth and low leverage. On the other hand, William Keating‘s bearish sentiment warns of heightened market expectations for TSMC’s Q125 earnings, following a robust revenue increase of 41.6% YoY. Nicolas Baratte delves into the valuation discrepancies between TSMC and Mediatek, emphasizing TSMC’s cheaper valuation despite higher growth forecasts, suggesting a potential misunderstanding related to US import tariffs. Another report by Nicolas Baratte stresses the demand for TSMC’s 2nm chips, along with UMC’s upcoming capacity expansion in Singapore, indicating that both stocks are trading slightly below average PE ratios. The analysis signifies an ongoing focus on TSMC’s performance in the market.

A look at Taiwan Semiconductor (TSMC) Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Taiwan Semiconductor Manufacturing Company Ltd. has a promising long-term outlook as indicated by its Smartkarma Smart Scores. With a strong Growth score of 5, the company is projected to experience significant expansion and development in the future. Additionally, TSMC demonstrates high Resilience with a score of 4, suggesting a solid ability to withstand market fluctuations and challenges.

Although the Value and Dividend scores are more moderate at 2, TSMC shows potential for continued Momentum with a score of 3. Overall, the company’s outlook appears positive, especially in terms of growth potential and resilience in the face of market uncertainties.

Summary of the description of the company based on the provided information:
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC’s ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

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