- TSMC’s Strong Third Quarter: TSMC reported sales of NT$1.49 trillion for the third quarter, surpassing the estimated NT$1.46 trillion.
- Impressive Year-over-Year Growth: Monthly sales increased by 54.6% compared to the same period last year.
- Slight Monthly Decline: Despite the year-over-year growth, monthly sales experienced a decrease of 0.6% compared to the previous month.
- Robust Year-to-Date Performance: Year-to-date sales have reached NT$3.90 trillion, marking an increase of 41.4% compared to the previous year.
- Positive Market Outlook: The market analysis reflects optimism with 39 buy ratings, 2 hold ratings, and no sell ratings reported.
TSMC (Taiwan Semiconductor Manufacturing) on Smartkarma
Analyzing the analyst coverage of TSMC (Taiwan Semiconductor Manufacturing) on Smartkarma reveals interesting insights. The Physical Layer‘s report highlights the AI bottleneck being TSMC’s factories, not the power grid, impacting the chip shortage. This viewpoint is supported by the time it takes to build and fill new chip factories. Nico Rosti‘s bullish sentiment report indicates a possible inflection point in TSMC’s rally, with news of a 6% foundry wafer price increase but strong bullish sentiment due to AI demand. Joe Jasper‘s research suggests opportunities in A.I. names like TSMC, maintaining a bullish outlook amidst market testing levels. Lastly, Henry Soediarko emphasizes TSMC’s near-monopoly position, high growth numbers, and compelling valuation, including a 0.6x PEG ratio.
A look at TSMC (Taiwan Semiconductor Manufacturing) Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
When looking at the long-term outlook for Taiwan Semiconductor Manufacturing Company (TSMC), investors can take into account the Smartkarma Smart Scores across various factors. With a mixed score in Value and Dividend at 2, TSMC stands out more positively in terms of Growth, Resilience, and Momentum, scoring 4 in each category. This indicates a strong potential for growth and resilience in the face of challenges, with positive momentum driving the company forward.
As a leading manufacturer of integrated circuits, TSMC plays a vital role in providing services such as wafer manufacturing, testing, and design services. Its ICs are widely used across industries including technology, automotive, and consumer electronics. The company’s high scores in Growth, Resilience, and Momentum suggest a promising future outlook, making it a company to watch for potential long-term investment opportunities.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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