It's never too frequent to talk about Taiwan Semiconductor ((TSM), the preeminent "lego builder" for the AI revolution.My colleague Ethan Feller just did a great analysis of the fundamentals two weeks ago and this week I wanted to go wide-angle on what their growth means for the global economy as they build a giant new foundry in Phoenix, Arizona.Here was the video I made Monday morning where I showed the company growth, the huge buy opportunity I missed on August 5, and some details about the first US-base ...

ETF Launch and Strategy - YieldMax™ announced the launch of the YieldMax™ TSM Option Income Strategy ETF (NYSE Arca: TSMY), which seeks to generate monthly income through options-based strategies on the ADRs of Taiwan Semiconductor Manufacturing Co Ltd (TSM) [1] - TSMY is actively managed by ZEGA Financial and does not invest directly in TSM or its ADRs [1] - TSMY is part of the YieldMax™ ETF family, which aims to deliver current income to investors [1] ETF Performance and Distribution - The Distribution Rate for TSMY is not provided in the table, but other YieldMax™ ETFs show Distribution Rates ranging from 22.65% (PYPL) to 98.20% (MSTR) [3] - The 30-Day SEC Yield for TSMY is not provided, but other YieldMax™ ETFs show yields ranging from 3.80% (SNOY) to 5.13% (AMDY) [3] - Distributions may include ordinary dividends, capital gains, and return of investor capital, which could decrease the ETF's NAV and trading price over time [2] ETF Expense Ratios - Most YieldMax™ ETFs have a gross expense ratio of 0.99%, except for YMAX and YMAG, which have a gross expense ratio of 1.28% due to acquired fund fees and expenses [6] - ULTY has a gross expense ratio of 1.24%, with a 0.10% fee waiver through at least February 28, 2025 [6] ETF Investment Strategy Risks - YieldMax™ ETFs (except Short ETFs) cap potential gains if the reference asset's shares increase in value but expose investors to all potential losses if the reference asset's shares decrease in value [9] - Short ETFs cap potential gains if the reference asset decreases in value but expose investors to all potential losses if the reference asset increases in value [9] - Distributions for several ETFs have included return of investor capital, which may impact the ETF's NAV and trading price [9] ETF Holdings - As of August 20, 2024, the YieldMax™ TSM Option Income Strategy ETF did not hold any shares or ADRs of Taiwan Semiconductor Manufacturing Co Ltd (TSM) [22]

Every year, Schaeffer's Senior Market Analyst Matthew Timpane chooses a few stock picks for traders that subscribe to fellow market news platform, MoneyShow. The 2023 year saw Timpane bring in impressive profits, winning MoneyShow’s Top Pros’ Top Picks project for 2023, with his MongoDB (MDB) recommendation gaining roughly 115% on the year. Therefore, when asked to return for the 2024 trading year, another pair of carefully considered stocks made it into his annual report.One of these stocks was chip maker ...

TSMC has been at the foundation of the artificial intelligence explosion.Semiconductors are the underappreciated champions of the tech world. They're found in smartphones, computers, TVs, appliances, cars, and hundreds of other items people interact with daily.Many of the semiconductors used in these products come from Taiwan Semiconductor Manufacturing (TSM 0.33%), the largest chip foundry in the world. It's been a great five years for TSMC stock with its 330% gain, and the next five years look just as pro ...

The chip giant's market share keeps getting bigger.Taiwan Semiconductor Manufacturing Corporation (TSM 0.33%) might not be a household name, but it could be the world's most important company.TSMC, as the company is also known, makes more semiconductors than anyone else in the world. It's the manufacturer that chip designers and tech giants like Apple, Nvidia, AMD, Broadcom, Qualcomm, and others all rely on.In other words, TSMC is a crucial linchpin in the global economy as the electronics the world depends ...

Shares of chip-giant Taiwan Semiconductor (NYSE:TSM) have cooled off lately following the broader market slowdown and geopolitical tensions. However, over the course of the year, the stock has been on fire, surging 61% year to date. Given its indispensable role in powering the AI revolution, TSM stock remains as attractive as ever.TSM has top players in global chip manufacturing for major tech firms. Despite geopolitical risks, its critical role in the tech supply chain supports a bullish outlook. TSM’s chi ...

English Translation of Financial Statements Originally Issued in Chinese Taiwan Semiconductor Manufacturing Company Limited and Subsidiaries Consolidated Financial Statements for the Six Months Ended June 30, 2024 and 2023 and Independent Auditors' Review Report 勤業眾信聯合會計師事務所 勤業眾信 110016 台北市信義區松仁路100號20樓 Deloitte & Touche 20F, Taipei Nan Shan Plaza No. 100, Songren Rd., Xinyi Dist., Taipei 110016, Taiwan Tel :+886 (2) 2725-9988 Fax:+886 (2) 4051-6888 www.deloitte.com.tw INDEPENDENT AUDITORS' REVIEW REPORT Th ...

BING-JHEN HONG/iStock Editorial via Getty Images In our previous analysis, we highlighted Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) (OTC:TSMWF) weakness in 2023 due to low utilization rates amid PC and smartphone market weakness but benefiting from a recovery in the second half with strong orders for its 3nm process technology. We anticipated robust positive growth for TSMC in 2024 supported by its competitive advantages in process technology, partnerships, and AI. In this analysis ...

In the world of semiconductor stocks, Taiwan Semiconductor (NYSE:TSM) remains a top stock investors continue to focus on. There are many reasons for the 64% move in TSM stock on a year-to-date basis. But it’s clear that overall chip demand has outpaced even the most bullish expectations heading into 2024.As a top chip manufacturer that makes wafers, semiconductors, and components and ultimately puts chips together for larger players, Taiwan Semi is often viewed as a bellwether for the overall space. Accordi ...

KEY TAKEAWAYSTaiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, said July revenue surged 45% year-over-year.Sales for the month reached 256.95 billion New Taiwanese dollars ($7.93 billion), while revenue between January and July soared 30.5%.The buoyant sales at TSMC, which supplies chips to Nvidia and Apple, shows demand for AI chips remains strong. Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, said July revenue surged 45% year-over-year, ...