TSMC will report full third-quarter earnings on Oct. 17. A report from Data Center Dynamics quotes sources saying that, due to increasing demand from NVIDIA and others, TSMC has been forced to change its CoWoS capacity expansion plan several times. In response, TSMC is building two more fabs...
+EV/EBITDA (Y-axis): TSMC has a higher EV/EBITDA multiple compared to most of its competitors. This suggests that investors are willing to pay a premium for TSMC's earnings, likely due to its market leadership and growth prospects. +Free Cash Flow Yield (X-axis): TSMC's position shows...
1 2 Next Daniel Nenni Admin Staff member Jul 20, 2023 #1 HSINCHU, Taiwan, R.O.C., Jul. 20, 2023 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$480.84 billion, net income of NT$181.80 billion, and diluted earnings per share of NT$7.01 (US$1.14 ...
Unable tokeepup with demand – Due to the cyclical nature of the electronics and semiconductor market, the demand for electronics and semiconductors undergoes significant fluctuations. This volatility can affect TSMC's semiconductor foundry business, leading to revenue and earnings instability. Periods of...
most recent earnings report in July, TSMCdelivered an optimistic outlook, raising its full-year growth forecast beyond the mid-20% range it had previously projected. The company is also pursuing a global expansion strategy andplans to start mass production at its Arizona fabrication facility next ...
At TSMC's earnings call on the 17th, the company revealed that its CoWoS (Chip-on-Wafer-on-Substrate) capacity will double each year in 2024 and 2025, but demand will continue to outpace supply. According to a report from Money DJ, the CoWoS expansion wave is expected to extend into...
According to a research report published by J.P. Morgan Chase, TSMC is becoming a driver of data centers and processing artificial intelligence, and artificial intelligence will achieve significant growth within the next three to four years. The bank believes overall revenue related to artificial ...
only the top 5% of the Zacks-covered stocks get a 'Strong Buy' rating and the next 15% get a 'Buy' rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing mark...
Last week, TSMC issued their Q4 and full-year 2022 earnings reports for the company. Besides confirming that TSMC was closing out a very busy, very profitable year for the world's top chip fab – booking almost $34 billion in net income for the year – the end-of-year report from the...
I'm also guessing that Nvidia will beat the market in their next earnings call and may even cite a shortage of chips. TSMC mentioned that CoWos capacity was tight. China's internet giants order $5 billion of Nvidia chips to power AI ambitions -FT (Reuters) -China's internet giants are...