Posts on TSM

Latest ideas and analyses related to Taiwan Semiconductor Manufacturing Company Ltd.

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TSM

+17 pts



$TSMC May Still Grow by ~15% in '23

By labjordan on Sept. 14, 2022, 6:21 p.m.
Tagged topics: analyst checks , upside to estimates

Views: 9, Votes: 3, Responses: 0, Attachments: 1
TSM

+24 pts



Balancing near-term negatives with long-term positives

By realjoe on Sept. 6, 2022, 10:41 a.m.
Tagged topics: near term vs long term

Views: 32, Votes: 5, Responses: 1, Attachments: 1
TSM

+17 pts



it is too early to call the bottom while the board market is going nowhere. Recession bottom is not yet there, I think people should...

By wallstreetfront on July 17, 2022, 12:02 p.m.
Tagged topics: near bottom

Views: 36, Votes: 8, Responses: 0, Attachments: 0
TSM

+48 pts



$TSMC - the bottoming out process has started

By bbern3 on July 15, 2022, 4:25 p.m.
Tagged topics: near bottom

Views: 382, Votes: 5, Responses: 4, Attachments: 1
TSM

+33 pts



$TSM TSMC - Stellar 1H22, Higher Q3 Guidance

By Btam on July 15, 2022, 9:21 a.m.
Tagged topics: earnings results

Views: 27, Votes: 5, Responses: 0, Attachments: 1
TSM

+33 pts



$TSM TSMC - Semi Slowdown Is Not An Issue

By Btam on July 15, 2022, 9:09 a.m.
Tagged topics: earnings results

Views: 26, Votes: 4, Responses: 0, Attachments: 1
TSM

+33 pts



$TSM TSMC - Strong Outgrowth In The Downturn

By Btam on July 15, 2022, 9:06 a.m.
Tagged topics: earnings results

Views: 18, Votes: 4, Responses: 0, Attachments: 1
TSM

+37 pts



The bottom for $TSMC is near

By bbern3 on July 14, 2022, 10:54 a.m.
Tagged topics: earnings results

Views: 75, Votes: 5, Responses: 0, Attachments: 4
TSM

+37 pts



$TSMC - 2H22 likely solid despite cuts; derisking of 2023 estimates unlikely this time

By bbern3 on July 12, 2022, 12:56 p.m.
Tagged topics: earnings preview

Views: 242, Votes: 4, Responses: 0, Attachments: 1
TSM

+36 pts



$TSMC - Contract terms may mean TSMC only moderately tweaks down its '22 outlook

By bbern3 on July 12, 2022, 12:53 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 4, Responses: 0, Attachments: 1
TSM

+34 pts



$TSM - Factoring in downside risk

By bbern3 on July 11, 2022, 10:06 a.m.
Tagged topics: analyst checks

Views: 17, Votes: 3, Responses: 0, Attachments: 1
TSM

+32 pts



$TSM - Supply Constraints Keep 2022 Capex Intact but Leading-Edge Demand and Specialty Devices Drive TSMC Capex Higher Over Next Few Years

By bbern3 on July 11, 2022, 10:04 a.m.
Tagged topics: earnings preview

Views: 15, Votes: 2, Responses: 0, Attachments: 1
TSM

+40 pts



$TSM - When Good News Is No News, and No News Is Bad News

By bbern3 on July 8, 2022, 10:26 a.m.
Tagged topics: analyst lowers target

Views: 177, Votes: 5, Responses: 0, Attachments: 1
TSM

+40 pts



$TSMC Strong growth in Leading Edge Foundry, powered by High Performance Computing

By realjoe on June 10, 2022, 1:09 p.m.
Tagged topics: deep dive

Views: 37, Votes: 4, Responses: 1, Attachments: 1
TSM

+32 pts



$TSMC 2022 AGM takeaways

By realjoe on June 8, 2022, 1:19 p.m.
Tagged topics: management commentary

Views: 18, Votes: 2, Responses: 0, Attachments: 1
TSM , GFS , UMC , TXN , Semiconductors

+46 pts



Semiconductors - analysis shows combo of inventory correction & excess supply isn't as likely a scenario as investors think

By josiebe on May 26, 2022, 12:45 p.m.
Tagged topics: analyst checks

Views: 204, Votes: 7, Responses: 2, Attachments: 1
TSM

+23 pts



TSMC is by far the most undervalued company in the stock market right now. Apple, Nvidia, AMD, all wouldn’t be the behemoths they are today...

By bagek38640@topyte.com on April 25, 2022, 7:09 p.m.
Tagged topics: economic recovery

Views: 49, Votes: 5, Responses: 1, Attachments: 0
TSM

+37 pts



Taiwan production dives amid power failure

By KHUN on April 25, 2022, 9:19 a.m.
Tagged topics: economic recovery

Views: 34, Votes: 3, Responses: 2, Attachments: 1
TSM , ASML , UMC

+38 pts



$TSM - Implications from $ASML results, backlog orders: limited for TSMC, but delays other foundry vendors

By puckerman17 on April 21, 2022, 1:19 p.m.
Tagged topics: analyst checks , WFE

Views: 161, Votes: 3, Responses: 0, Attachments: 1
TSM

+36 pts



$TSM : Quick Take: 1Q22 Full Notes: Share gains and HPC lifting growth at strong profitability

By KHUN on April 19, 2022, 9:10 a.m.
Tagged topics: analyst upgrade

Views: 29, Votes: 2, Responses: 0, Attachments: 1