Taiwan Semiconductor (TSMC) Earnings: January Sales Surge 35.9% Year-over-Year to NT$293.29 Billion

Taiwan Semiconductor (TSMC) on Smartkarma

Analyst coverage of Taiwan Semiconductor (TSMC) on Smartkarma reveals a mix of bullish and bearish sentiments from top independent researchers. Steven Holden‘s analysis suggests a forced underweight on TSMC as EM funds hit limits, leading to selling pressure, while highlighting Alibaba’s significant presence in EM Value funds. Conversely, Nicolas Baratte‘s bullish perspective debunks alarmist claims around DeepSeek, emphasizing the beginning of the AI revolution and the potential for commoditization of foundational models.

In contrast, Baptista Research‘s bullish outlook on TSMC showcases the company’s strong performance in 2024, propelled by high demand for AI-related chips and advanced technology nodes. With a record net profit and revenue increase, TSMC’s focus on AI and cutting-edge technology positions it as a key player in the global chip race, despite challenges with overseas facility ramp-up costs. Analyst coverage on Smartkarma provides valuable insights for investors navigating the dynamic landscape of semiconductor companies like TSMC.

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

Taiwan Semiconductor Manufacturing Company, Ltd. is positioned for strong long-term growth, according to Smartkarma Smart Scores. With a top-notch Growth score of 5, the company is set to excel in expanding its operations and market share. Additionally, TSMC boasts impressive Resilience and Momentum scores of 4 each, indicating its ability to weather economic uncertainties and maintain positive stock performance.

Despite having more moderate scores in Value and Dividend categories at 2 each, TSMC’s stellar Growth, Resilience, and Momentum rankings align with its reputation as a leading player in the integrated circuits market. Specializing in services ranging from wafer manufacturing to design, the company holds a significant presence across various industries, including computer, communication, consumer electronics, automotive, and industrial equipment sectors.

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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