TSMC (Taiwan Semiconductor Manufacturing) (2330) Earnings: November Sales Surge 24.5% Y/Y, Totaling NT$343.61 Billion

TSMC (Taiwan Semiconductor Manufacturing) on Smartkarma

Analysts on Smartkarma have provided varied insights on Taiwan Semiconductor Manufacturing (TSMC). Nico Rosti‘s analysis indicates that TSMC is currently in a correction phase, with the potential for further downside risk despite a recent rebound, suggesting tactical setups for traders. Meanwhile, Patrick Liao discusses Rapidus’s plans to build a second fab to compete with TSMC in advanced-process technology, aiming for 1.4nm volume production in 2029.

On the positive side, Baptista Research highlights TSMC’s strong performance in the third quarter of 2025, emphasizing its dominance in advanced nodes driving revenue growth. Nicolas Baratte‘s report further reinforces TSMC’s positive trajectory, noting a big beat on margins in Q3 and raising the 2025 revenue growth guidance due to demand in AI technologies.

A look at TSMC (Taiwan Semiconductor Manufacturing) 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 poised for a positive long-term outlook, with a Smartkarma Smart Score reflecting a strong overall performance. The company excels in growth and momentum, receiving scores of 5 in both categories. This indicates a robust potential for expansion and a favorable market momentum moving forward. Additionally, TSMC shows resilience with a score of 4, underlining its ability to withstand challenges and maintain stability in volatile market conditions. While the value and dividend scores are moderate at 2 each, the company’s strengths in growth and momentum position it well for future success.

Overall, 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. With its ICs utilized across various industries such as computer, communication, consumer electronics, automotive, and industrial equipment, TSMC demonstrates its significance in the technology supply chain. The Smartkarma Smart Scores paint a favorable picture for TSMC’s long-term prospects, particularly highlighting its strengths in growth, momentum, and resilience, which bode well for sustained performance in the future.

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