Taiwan Semiconductor Manufacturing Company (TSM) and GlobalFoundries (GFS) are two of the most prominent players in the global semiconductor foundry space, but they offer very different propositions. TSM leads in cutting-edge chip manufacturing with a dominant market share, while GFS targets differentiated processes and specialty technologies.With 2025 shaping up as a pivotal year for the semiconductor industry, which foundry stock offers a more compelling investment option today? Let’s find out.The Case fo ...

Shares of Taiwan Semiconductor Manufacturing (TSM 2.40%), popularly known as TSMC, have been under pressure in 2025. Investors have concerns surrounding the health of artificial intelligence (AI) infrastructure spending earlier this year followed by the recent tariff-related turmoil, which sparked a stock market sell-off. Still, the company's latest results show that these factors haven't derailed the company's impressive growth trajectory.TSMC released its first-quarter results on April 17. The company's r ...

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Most investors in the market today have woken up to the fact that the technology sector might have to endure a lot more volatility and uncertainty in the coming months and quarters. The reason behind this theme is that President Trump's current trade tariffs, which are mostly focused on Chinese exports, have caused uncertainty in most portfolios and market outlooks. Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$148.04 -3.70 (-2.44%) 52-Week Range$125.78▼$226.40Dividend Yield ...

2025 年 04 月 21 日 公司研究 评级：买入(维持) 研究所： 证券分析师： 陈梦竹 S0350521090003 chenmz@ghzq.com.cn 联系人 ： 邱怡瑄 S0350124070030 qiuyx@ghzq.com.cn [Table_Title] 2025Q2 指引超预期，持续关注关税之潜在影响 2025 年 4 月 17 日，台积电发布 2025 年 Q1 财报：2025Q1，公司实现 收入 8,392.5 亿元新台币/255.3 亿美元（新台币价值 QoQ-3.4%， YoY+41.6%）；归母净利 3,615.6 亿元新台币（QoQ-3.5%，YoY+60.3%）； 晶圆季出货量（等效 12 英寸晶圆）325.9 万片（QoQ-4.7%，YoY+7.6%）。 投资要点: 最近一年走势 行业相对表现 《2024 年强劲收官，乐观看待未来五年 AI 增长— —台积电（TSM）FY2024Q4 财报点评*陈梦竹》 ——2025-1-21 ——台积电（TSM）2025Q1 财报点评 事件: 国海证券研究所 请务必阅读正文后免责条款部分 表现 1M 3M 12M TSM.N -13. ...

TSMC (NYSE: TSM ) has seen a number of negative news reports in the last few weeks. The recent earnings results were quite strong, with EPS and revenue beat. Recent tariffs have also hit TSMC stock hard despiteI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has helped me gain valuable insights i ...

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Last time I wrote about TSMC (NYSE: TSM ) ( OTC:TSMWF ), the world was a different place. That was before the tariff chaos hit the headlines and dragged down the market — semiconductors underperformed the S&P, and the Taiwanese giantI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Com ...

Taiwan Semiconductor Manufacturing (NYSE: TSM ) just reported financial results for its first fiscal quarter of FY 2025 and the Taiwanese chip manufacturer reported earnings that came in ahead of expectations. Taiwan Semiconductor Manufacturing benefited from strong demand for chips, whichAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am ...

Taiwan Semiconductor Manufacturing Co. TSM just delivered a quarter that Wall Street won't soon forget – but you wouldn't know it by looking at the stock chart.The chip giant crushed first quarter estimates, powered by AI-hungry demand for its 3nm and 5nm chips, yet shares continue to short-circuit.Strong Fundamentals, Stronger HeadwindsFirst quarter revenue surged 41.6% year-over-year to $25.53 billion, topping expectations of $23.92 billion. EPS came in at $2.12, well above the $1.82 consensus. TSM also p ...