Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and Development Expenses

Sales, General and Administrative Expenses

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

TSMC reports solid 2022 growth despite Q4 revenue dip

TSMC's Q4 2022 performance showcased revenue decline but improved gross margins, with strong full-year growth and positive EPS and ROE.
Challenges include a forecasted revenue decline in Q1 2023, inventory corrections, and market uncertainties.
Opportunities lie in strong demand for advanced technologies, global expansion plans, and strategic capacity building.
TSMC's strategic focus on innovation, pricing, and customer collaboration positions it for long-term success amidst industry challenges.

TSMC reports Q1 revenue decline but eyes recovery with N3 technology

TSMC faced revenue decline in Q1 but expects recovery with new products and N3 technology utilization.
Challenges include CapEx reduction concerns, U.S. CHIPS Act alignment, and overseas operational costs.
Opportunities lie in AI data center growth, revenue expansion, and strategic partnerships for competitiveness.
Overall, TSMC's performance metrics remain strong, with a focus on sustainable growth and global expansion.

TSMC reports Q2 revenue decline, focuses on AI opportunities

TSMC faces revenue challenges amidst global economic conditions but maintains financial strength and invests in advanced technologies. The company sees opportunities in AI applications and global expansion, aiming to address market demands.

TSMC reports robust Q3 earnings, eyes growth in automotive and AI sectors

TSMC's Q3 2023 showcased strong financial performance, technology leadership, and a commitment to innovation amidst industry challenges.
While facing cost pressures and demand fluctuations, TSMC remains optimistic about growth opportunities in automotive, AI, and emerging technologies.
The company's strategic focus on expanding capacity, improving utilization, and collaborating with customers positions TSMC for continued success in the semiconductor market.
With a solid financial foundation, diverse revenue streams, and a forward-looking approach, TSMC is poised to navigate industry dynamics and capitalize on evolving market trends.

TSMC reports strong Q4 earnings, eyes AI growth and global expansion

TSMC's Q4 2023 performance reflects revenue growth and margin changes, driven by AI applications and diversified revenue streams.
The company faces challenges in managing gross margin and strategic decisions amidst industry dynamics.
Opportunities lie in AI-related revenue growth, global expansion, and tapping into new markets with advanced technologies.
TSMC's customer-centric approach to technology decisions and focus on profitability are key strengths for future growth.

TSMC reports Q1 revenue decline, eyes AI growth opportunities

TSMC's Q1 2024 showed revenue decline but strong cash flow and guidance.
Focus on N2 technology, AI processors, and global expansion for growth.
Challenges include margin impact from earthquake and technology conversion.
Opportunities lie in AI growth, N2 revenue, and customer-driven innovations.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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With demand remaining strong, the recent sell-off in Nvidia stock looks like a buying opportunity. Arm Holdings should be a beneficiary of a hardware upgrade cycle and a push into the PC market.

3 Chip-Related Stocks to Buy After Export Restriction Fear Sparks Sell-Off

Taipei-listed shares of TSMC fell at the market open on Friday, even after the company raised its full-year revenue forecast and reported a market-beating net profit for the second quarter.

TSMC shares fall nearly 2% even after raising 2024 revenue forecast

TSMC posted strong Q2 results and raised its full-year performance targets. But the market's reaction to TSMC's great quarterly results was tempered by geopolitical risks.

Why TSMC Stock Gained Despite Huge Sell-Offs for Chip Companies Today

Nvidia shares rose nearly 3% on Thursday, one day after the semiconductor sector's worst performance since 2020. Nvidia's rally comes after TSMC said on Thursday that demand remains high and supply remains constrained for high-end AI chips, which TSMC manufactures for Nvidia.

Nvidia rebounds after TSMC says AI chip demand remains strong

D.R. Horton

Domino's Pizza

Intel

Goldman Sachs and Apple were two of the worst-performing blue chip stocks on Thursday.

Stock Market Today: Dow Sinks 533 Points as Big Banks, Mega Caps Slump

Palantir Technologies

Investors are rotating out of the tech sector to cyclical stocks that stand to benefit from interest rate cuts , which traders hope will come in September.

2 Tech Stocks in Focus Amid Sector Rotation

Taiwan Semiconductor Manufacturing Company (TSM) posted second-quarter results that beat analysts' estimates amid surging demand for artificial intelligence (AI) chips.

TSMC's Q2 Earnings, Revenue Beat Amid AI Chip Boom

Taiwan Semiconductor (TSM) witnesses investor optimism in its stock on the back of its strong positioning in the semiconductor manufacturing field.

Taiwan Semiconductor (TSM) Gains 64.6% YTD: Should You Buy Now?

Taiwan Semiconductor Manufacturing Company Limited's Q2 beat and raise continues to solidify its path towards a $1 trillion market cap. The robust results and upbeat outlook corroborates sustained demand for HPC hardware given ongoing AI momentum, complemented by a stronger-than-expected cyclical recovery in consumer devices. This continues to highlight competitive value in Taiwan Semiconductor's technology advantage, given its sole capability in producing at the most advanced nodes and packaging processes critical to high-growth innovations like AI.

3 Key Takeaways From TSMC's Q2 2024 Beat And Raise

Geopolitics will still be a risk but it shouldn't scare away investors.

Taiwan Semiconductor Crushed It! A Good Sign for Other Semiconductor Stocks?

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is making headlines with its robust second-quarter earnings and optimistic revenue guidance for the remainder of 2024.

Is Taiwan Semiconductor stock a buy? Key takeaways from strong Q2 and 2024 guidance

Taiwan Semiconductor Manufacturing Company (TSM) American depositary receipts (ADRs) gained Thursday after the chipmaker reported second-quarter results that beat analysts' estimates amid surging demand for artificial intelligence (AI) chips.

TSMC Gains on Q2 Earnings, Revenue Beat Amid AI Chip Boom

Advanced Micro Devices

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3 Top Mega-Cap Chip Stocks to Watch for Major Moves

Taiwan Semiconductor Manufacturing beat estimates for the second quarter and guided above views for the current period.

Taiwan Semiconductor Tops Q2 Views Amid Robust AI Chip Demand

The semiconductor industry is the cornerstone of the global economy, underpinning the technology sector with products ranging from smartphones and computers to automobiles and advanced artificial intelligence applications. This sector witnessed a significant surge in stock prices in recent years, fueled by the increasing demand for semiconductors and a global chip shortage.

Chip Stocks: Bargain Buys or Looming Bust?

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM ) Q2 2024 Earnings Conference Call July 18, 2024 2:00 AM ET Company Participants Jeff Su - Director, IR Wendell Huang - SVP, Finance & CFO C. C. Wei - Vice Chairman & CEO Conference Call Participants Gokul Hariharan - JPMorgan Chase & Co. Charlie Chan - Morgan Stanley Bruce Lu - Goldman Sachs Group Brett Simpson - Arete Research Services Charles Shi - Needham Laura Chen - Citigroup Sunny Lin - UBS Arthur Lai - Macquarie Brad Lin - Bank of America Merrill Lynch Jeff Su Good afternoon, everyone, and welcome to TSMC's Second Quarter 2024 Earnings Conference and Conference Call.

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q2 2024 Earnings Call Transcript

Apple

Shares of Taiwan Semiconductor Manufacturing Company Ltd. TSM, the world's largest contract chipmaker and a major Apple and Nvidia supplier, bounced back strongly in premarket trading on Thursday after the nearly 8% plunge seen in the previous session,

Apple, Nvidia Supplier TSMC Stock Rises In Thursday's Premarket After Crashing 8% In Last Session: What's Driving The Rebound?

Netflix

A look at the day ahead in U.S. and global markets from Mike Dolan

Morning Bid: TSMC steadies the chips, ECB and Netflix eyed

Semiconductor and related tech shares hit hard by former US president's calls for Taipei to pay for US protection

Chip stocks fall further after Trump's remarks on Taiwan defence

Taiwanese chip giant TSMC said Thursday net profit jumped 36 percent in the second quarter of 2024, buoyed by global demand for generative artificial intelligence products.

Taiwan's TSMC says net profit rose 36% in second quarter

Taiwan Semiconductor Manufacturing Company, the global leader in microchip manufacturing, increased its revenues by more than 40% year on year in the second quarter. According to a trading update published on Thursday, the Taiwanese tech titan brought in more than US$20 billion on a 53% margin in the three months ending 30 June.

TSMC results show AI chip demand remains high

Surging demand for advanced chips used in AI applications has boosted TSMC's Taiwan-listed shares by nearly 70% so far this year. "The demand for generative AI is surging in the cloud and at the edge.

TSMC second-quarter profit beats expectations as AI chip boom continues

Taiwanese chipmaker TSMC posted a 36% rise in second-quarter net profit on Thursday that beat market expectations as it rides a surge in demand for semiconductors used in artificial intelligence applications.

TSMC Q2 profit rises 36%, better than forecast

Taiwan Semiconductor Manufacturing Co , the dominant producer of advanced chips used in artificial intelligence (AI) applications, is expected to report a 30% jump in second-quarter profit on Thursday thanks to soaring demand.

TSMC set to report strong profit; stock pressured by Trump comments

Share prices in major semiconductor companies are down across the board in premarket trading this morning. That includes shares in Taiwan Semiconductor Manufacturing Company (TSMC), which fabricates the chips used in Apple's iPhones, and Nvidia Corporation, which makes the chips that power AI platforms like ChatGPT.

News for Taiwan Semiconductor Manufacturing Stock (TSM)