Taiwan Semiconductor (TSMC) (2330) Earnings: 4Q Net Income Surpasses Estimates with Strong Sales and Margins

Taiwan Semiconductor (TSMC) on Smartkarma

On Smartkarma, independent analysts like William Keating, in his report “TSMC Q424 Earnings Preview, 2025 & Q125 Look Ahead,” anticipate another growth year for Taiwan Semiconductor (TSMC) in 2025, with expectations in the mid to high teens range. December 2024 saw record-breaking revenues for TSMC, with significant year-over-year growth. Similarly, Patrick Liao‘s analysis, “TSMC (2330.TT; TSM.US): Will Rapidus Threaten TSMC’s 2nm Market? We Think It’s Too Early to Say,” speculates on the competitive landscape in advanced semiconductor manufacturing, emphasizing the potential opportunities and challenges ahead, including the potential profitability timeline for new technologies like 2nm.

A separate insight by Nicolas Baratte delves into the semiconductor industry’s dynamics in the report “Semiconductor Sales Reaccelerating, AI Accelerators Accelerating: AMD, AVGO, NVDA, SK Hynix, TSMC.” The analysis highlights the re-acceleration of semiconductor sales driven by AI accelerators and HBM memory, with TSMC maintaining strong growth momentum. These reports offer valuable perspectives on TSMC’s market positioning, technological advancements, and growth potential amidst evolving industry trends.

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 Smartkarma’s Smart Scores, Taiwan Semiconductor (TSMC) demonstrates a promising long-term outlook. With a high Momentum score of 5, indicating strong market performance, TSMC is positioned for continued growth. The company also scores well in Growth and Resilience, with scores of 4 on both factors. This suggests TSMC has a solid foundation for future expansion and can weather economic uncertainties effectively.

Although Value and Dividend scores are more moderate at 2, TSMC’s overall scores paint a positive picture for investors. With its expertise in manufacturing integrated circuits for various industries, including computer, communication, consumer electronics, automotive, and industrial equipment, TSMC holds a key position in the semiconductor market, making it a compelling choice for long-term investment.

Summary of Company: Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides services such as wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC’s ICs are utilized across a wide range of industries including computer, communication, consumer electronics, automotive, and industrial equipment.

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