TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
Vincent has highlighted this Insight as a Top Pick
716 Views20 Oct 2023 09:24
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all-time highs sustainably over the next few years.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- ASE's Results Shows Chip Packaging & Testing Utilization Is Still Low, However Improvement Expected27 Oct 2023
- Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers23 Oct 2023
- Taiwan Dual Listings Monitor: Sharp Premium Drops Most Recently; Key Levels to Long or Short22 Oct 2023
- TSMC (2330.TT;TSM.US): Lukewarm 4Q23F Outlook, and Hope to Experience a Healthy Growth in 2024F.19 Oct 2023
- U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback18 Oct 2023
- Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers16 Oct 2023
x