This $385-billion company has the potential to grow even further, and expand its operations in the US markets. The possibility of expansion has increased with the trade war between the United States and China, and the strengthening of ties between the US and Taiwan.
The recent surge in demand for electronic applications, particularly personal computers has contributed to the stock?s 35.8% year-to-date gain. Due to the increase in remote work and learn-from-home, demand for semiconductors will continue rising. The upcoming 5G upgrade cycle will also play an important role in driving the semiconductor industry?s growth. With the current conflict with Huawei Technologies, TSM will play a larger role in 5G integration in the United States. TSM?s impressive year-to-date performance, potential upside, and favorable market expectations have helped the stock to earn a ?Strong Buy? rating ... out of 31 Wall Street Analysts that rated the stock, 22 rated it ?Strong Buy.? ..."
https://www.fool.com/investing/2020/09/15/...orrection-where-youll-w/ wo man jetzt 1000$ investieren sollte "When volatility hits the markets, it's best to buy stocks that give investors the confidence to hold and endure short-term pitfalls. Today, let's take a look at three such stocks that fit in this category, and why you should invest $1,000 into any one of them. .... 3. Taiwan Semiconductor Manufacturing Perhaps unbeknownst to much of the world, TSMC (NYSE:TSM) plays a critical role in supplying the global tech sector. The company is currently responsible for providing 5-nanometer and 7-nanometer processors for all newer versions of Apple's (NASDAQ:AAPL) iPhone. Additionally, all of NVIDIA (NASDAQ:NVDA) and AMD's (NASDAQ:AMD) next-generation CPUs and GPUs are made using the company's semiconductors.
Without a doubt, the COVID-19 pandemic has acted as a catalyst to digitize economies across the world, increasing the demand for Taiwan Semiconductor's core business products. In the second quarter of 2020, the company's revenue grew by more than 34% year over year, to $10.4 billion. Simultaneously, its net margin increased by 11.2 percentage points to 38.9%. The stock currently trades for about 23.4 times price to sales, which is well worth the incredible growth performance the company can deliver. Keep in mind that Taiwan Semiconductor's operations are also yielding an impressive return on equity of 28.5%. The company's stock has gained more than 78% during the past year. "
TSMC (TSM +3.3%) shares are strongly back in the green today after the company's board approves a $3.5B capital investment for the Arizona factory that the foundry giant announced earlier this year. The money will be used to set up a subsidiary in the state.
The company also approved $15.1B of capital spending to help increase capacity for leading-edge process nodes, which could include the 5nm and 7nm processes.
In other TSMC news,Digitimes sources say the company is likely to beat its own Q4 sales guidance. of 29-33% Y/Y growth to $12.4-12.7B. The upside is reportedly driven by additional 5nm and 7nm chip output. Yesterday, Apple announced its new Mac lineup with the in-house M1 silicon, which was likely manufactured by TSMC. https://seekingalpha.com/news/...-sales-will-reportedly-top-estimates
http://www.businesskorea.co.kr/news/articleView.html?idxno=55209 "A media report from Taiwan says that TSMC, the world?s No. 1 foundry based in Taiwan, has purchased in advance more than 50 percent of EUV lithography equipment that will be produced by ASML of the Netherlands in 2021. Samsung began to use EUV lithography equipment last year to produce 7-nanometer semiconductors.
TSMC has signed a contract with ASML to purchase more than 13 pieces of EUV lithography equipment in 2021, the Taiwanese media outlet DigiTimes reported. This means TSMC has secured half of ASML's annual EUV lithography equipment output as the Dutch company produces 25 or 26 pieces a year.. ASML is the world?s only producer of EUV lithography equipment, which costs about 150 billion won per piece. ..."
"Taiwan Semiconductor might not be the most well-known of the chip stocks. But it helps drive the global semiconductor market and it?s poised to play a major role for years. TSMC or TSM, which is the ticker, is the world?s largest semiconductor manufacturer, with roughly 55% market share. The firm runs a dedicated semiconductor foundry business and it boasts that it has the ?world's largest semiconductor design ecosystem? that has enabled ?85% of worldwide semiconductor start-up product prototypes.?
Chip firms look to foundries such as TSMC for their integrated circuit production because the costs and actual time involved are enormous. This makes building chips in-house less attractive, if not impossible for countless firms. And Taiwan Semiconductor has stepped into this key space within the chip industry to land deals with giants like Nvidia.
The company is even helping produce Apple?s (AAPL Quick QuoteAAPL - Research Report) new in-house processors, and TSMC could become more valuable as the U.S. and other countries evaluate some of their ties directly to China. TSM also stands to capitalize on the transition to 5G and benefit in the long haul from a world where chips are commonplace and vital. The stock has outpaced the broader tech sector over the last five years, up 330% vs. 130%. This run includes an 85% jump in the past six months and a 30% climb in the last three.
TSMC?s sales have climbed by roughly 30% or higher in the trailing four quarters. Looking ahead, Zacks estimates call for its full-year sales to surge 38% to help lift its adjusted earnings by 62%, with its top and bottom-line growth set to continue next year....
"...Solid growth rate Taiwan Semiconductor is a dedicated foundry that manufactures semiconductors for other companies. It aims to lead in both semiconductor technology and manufacturing, providing an open collaboration platform to build enduring trust with its customers. And, it seems, the strategy really works. Taiwan Semiconductor has experienced strong growth: From 2015 to 2019, net revenue increased by a solid 26.9%, while net income increased 12.7%. However, as smart technology has become ever more central to consumers, the company's growth has begun to heat up. In the third quarter of 2020 alone, the company boosted its net revenue by 21.6% year over year, while net income increased by 35.9%.
Flexible model and 5G future Taiwan Semiconductor is well-positioned for our interconnected future, or the Internet of Things (IoT). As a third-party foundry, the company's business model is inherently flexible. It does not need to design its own chips and prove their performance against the competitors; it only has to provide the technology and base for producers looking to make the best and fastest chips suited to their products' needs..."
: TSM is a global leader in the manufacturing and
... "selling of semiconductors and integrated circuits across North America, Europe, Japan, China, and South Korea. The company?s standard segments are communications, industrial, consumer, and computer. TSM also offers customer service, account management, and engineering services.
According to a report, Apple (AAPL), for its Project Titan, has roped in TSM to develop the self-driving chips. News reports suggest that Tesla (TSLA) is also collaborating with TSM on its HW4.0 self-driving chip, which is likely to be ready for mass production by April 2021.
During the third quarter ended September 30, 2020, TSM?s revenue climbed 21.6% year-over-year to NT$356.4 billion. Advanced technologies, or 16-nanometers, generated 61% of total wafer revenue. According to the company?s CFO, 5G smartphones, HPC and IoT-related applications are driving the demand for advanced wafers.
The company?s EPS for the quarter climbed 35.9% to NT$5.30 compared to the same period last year.
Analysts expect TSM?s revenue for the quarter ended December 31, 2020 to be $12.8 billion, representing a 22.6% growth year-over-year. Its EPS is likely to rise 27.4% to $0.93.....
...Right off the bat, we will be looking at Taiwan Semiconductor (NYSE: TSM). This semiconductor titan is among the most valuable companies in the sector. Veteran tech investors would be very familiar with the company. In fact, TSM stock has seen steady growth with gains of over 80% in the past six months. However, a recent announcement in Japan?s semiconductor industry yesterday could have given investors a reason to be excited. To elaborate, the company will be building an advanced packaging facility in Tokyo. Taiwan Semiconductor?s latest move sent shockwaves throughout stocks involved in the same market. Crucially, this is because of the involvement of Japan?s Trade Ministry in the deal. A memorandum of understanding will be signed together with the formation of a 50-50 joint venture for the project. This is an excellent play by TSM as Japan is the world-leader in chip-making equipment and materials...."