TSM
Scoop: Republican lawmakers challenge TSMC's Washington clout
Article Summary
HOLD- Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is facing a U.S. patent-infringement investigation from two Dublin patent-equity firms, who claim advanced TSMC chips infringe on their patents.
- Republicans argue that the world's largest chip manufacturer should receive special treatment because of its role in providing the U.K. with chips necessary to stay ahead in the global AI race.
- The ITC is investigating whether imports of foreign-made chips found to infringe patents should be blocked, with the administrative law judge's initial determination expected this month and a full Commission decision expected in October.
- TSMC has committed roughly $165 billion to Arizona manufacturing projects, making it a centerpiece of America's semiconductor strategy, and 75% of its revenue came from North America last year, with stock up 96% year-to-date amid broader AI boom and chip supply shortage.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 37.4% | 25% | 85.0 ptsExcellent (37.4%) - Strong growth |
| EPS Growth Next 5Y ? | 32.5% | 25% | 90.0 ptsExcellent (32.5%) - Strong outlook |
| Target Price Upside ? | 12.6% | 20% | 50.0 ptsMeets Minimum (12.6%) - Target: $460.40 vs Current: $408.75 |
| Gross Margin % ? | 60.7% | 15% | 80.0 ptsVery Healthy (60.7%) - High-quality margins |
| Drawdown from 52-Wk High ? | -9.2% | 15% | 20.0 ptsBarely a Dip (-9.2%) - 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.
- Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.