Taiwan Semiconductor (TSMC) (2330) Earnings: 1Q Sales Surge 41.6% Y/Y to NT$839.25 Billion

Taiwan Semiconductor (TSMC) on Smartkarma

Analysts on Smartkarma have been closely covering Taiwan Semiconductor (TSMC) to provide valuable insights for investors. Nicolas Baratte‘s research on “Is the Valuations Divergence Justified? Mediatek Vs TSMC” highlights that TSMC is trading at a more attractive valuation compared to Mediatek, with higher growth forecasts for TSMC over the coming years. Baratte points out that low valuations for TSMC could be due to a misunderstanding of the impact of US import tariffs, offering a bullish sentiment on TSMC’s potential.

In another report by Nicolas Baratte titled “TSMC 2nm Capacity, Wafer Price. UMC Singapore Fab Starting. Both Stocks Trading Just Below Avg PEx,” it is noted that customers are willing to pay a premium for TSMC’s 2nm chips, with UMC’s expansion in Singapore nearing completion. Both TSMC and UMC are trading below average PE ratios, indicating potential undervaluation. Baratte suggests that valuations for these companies have not yet reached support levels, presenting an optimistic outlook for the future of these semiconductor firms.

A look at Taiwan Semiconductor (TSMC) Smart Scores

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

Based on the Smartkarma Smart Scores, Taiwan Semiconductor (TSMC) shows a promising long-term outlook. With a high Growth score of 5, the company is positioned for strong advancement and expansion in the future. This is complemented by a solid Resilience score of 4, indicating TSMC’s ability to weather market challenges effectively. Although the Value and Dividend scores are moderate at 2, TSMC’s excellence in Growth and Resilience bodes well for its overall performance.

Taiwan Semiconductor Manufacturing Company, Ltd. is a key player in the integrated circuits industry, offering a range of services from wafer manufacturing to design services. Its products are widely utilized across various sectors including computer, communication, consumer electronics, automotive, and industrial equipment industries. With a strong emphasis on growth and resilience, TSMC is poised to continue its trajectory towards success in the competitive semiconductor market.

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