TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Article Summary
HOLD- Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) reported strong revenue growth and improved margins, with gross margin expanding and operating margins improving.
- Advanced technologies (7-nanometer and below) accounted for 74% of wafer revenue, supported by strong demand from HPC and AI applications.
- Smartphone revenue declined, and automotive revenue declined 7% quarter-over-quarter, signaling potential weakness in this segment.
- Inventory days increased to 80 days, reflecting ramp-up of new technologies and supply chain challenges.
- Taiwan Semiconductor Manufacturing ADR expects second-quarter revenue to rise 10% sequentially and 32% year-to-year, though margin pressure from overseas expansion and rising component prices remains a risk.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 36.1% | 25% | 85.0 ptsExcellent (36.1%) - Strong growth |
| EPS Growth Next 5Y ? | 28.7% | 25% | 80.0 ptsVery Good (28.7%) - Good outlook |
| Target Price Upside ? | 19.9% | 20% | 60.0 ptsModerate Upside (19.9%) - Target: $438.29 vs Current: $365.40 |
| Gross Margin % ? | 58.7% | 15% | 80.0 ptsVery Healthy (58.7%) - High-quality margins |
| Drawdown from 52-Wk High ? | -6.4% | 15% | 20.0 ptsBarely a Dip (-6.4%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About TSM
- Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
- It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.
- The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities.
- Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics.
- The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.