Taiwan Semiconductor (TSMC) (2330) Earnings Soar: August Sales Surge by 33% Year-over-Year

Taiwan Semiconductor (TSMC) on Smartkarma

Analyst coverage on Taiwan Semiconductor (TSMC) on Smartkarma showcases diverse viewpoints. William Keating‘s bullish report highlights TSMC’s strategic shift with Foundry 2.0 expanding its market share to 28% while Wium Malan, CFA‘s bearish view revisits revenue growth and margin prospects, noting a premium valuation. Uttkarsh Kohli‘s bullish perspective emphasizes TSMC’s expansion strategy with new plants and rising AI demand driving future growth. Baptista Research discusses TSMC’s second-quarter results, citing strong revenue growth due to high demand for advanced technologies like 3- and 5-nanometer chips.

Keating’s second report sees TSMC’s recent pullback as an opportunity with Q324 revenues of $22.8 billion, up 32% YoY, and an increased full-year guidance. While Malan questions TSMC’s valuation compared to competitors, Kohli underscores TSMC’s global market share growth and AI sector demand. Baptista Research highlights the challenges and advances faced by TSMC, including strong revenue fueled by cutting-edge technologies but offset by smartphone seasonality.

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

Based on the Smartkarma Smart Scores, Taiwan Semiconductor (TSMC) shows a promising long-term outlook. With strong scores in Growth, Resilience, and Momentum, the company is positioned well for future success. TSMC’s high scores in these areas indicate a positive trajectory in terms of potential expansion, ability to weather market challenges, and sustained market momentum.

As a leading manufacturer of integrated circuits, Taiwan Semiconductor Manufacturing Company, Ltd. plays a vital role in various industries such as technology, electronics, and automotive. By excelling in growth potential, resilience, and market momentum, TSMC demonstrates a solid foundation for continued success and growth in the long term.

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