Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

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<li>TSMC started this season’s earnings with a strong result. Shares rallied immensely on this print, and it’s justified. In almost every metric, TSMC came out ahead.</li>
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<p>TSMC had a revenue, operating income, and gross margin beat and guided above the street.</p>
</li>
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<p>Now let’s break out revenue by node and platform for a further look into the results of the world’s largest foundry.</p>
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</ul>


TSMC started this season’s earnings with a strong result. Shares rallied immensely on this print, and it’s justified. In almost every metric, TSMC came out ahead.

TSMC had a revenue, operating income, and gross margin beat and guided above the street.


Now let’s break out revenue by node and platform for a further look into the results of the world’s largest foundry.



Taiwan Semiconductor (TSMC) - ADR (TSM US)

TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX