TSM - Taiwan Semiconductor Manufacturing Company Limited
| Previous Close | 38.75 |
| Open | 39.84 |
| Bid | 39.77 x 1400 |
| Ask | 39.78 x 2900 |
| Day's Range | 39.40 - 39.97 |
| 52 Week Range | 35.35 - 46.57 |
| Volume | 5,766,608 |
| Avg. Volume | 7,497,261 |
| Market Cap | 198.711B |
| Beta (3Y Monthly) | 0.91 |
| PE Ratio (TTM) | 17.76 |
| EPS (TTM) | 2.23 |
| Earnings Date | N/A |
| Forward Dividend & Yield | 1.35 (3.39%) |
| Ex-Dividend Date | 2018-06-25 |
| 1y Target Est | 48.36 |
Market Realist•3 hours agoHow Advanced Manufacturing Nodes Impact Intel’s Gross Margin
Intel’s (INTC) gross margin is influenced by unit volumes, ASP (average selling price), and the resultant product mix. Gross margin is also dependent on production cost. According to Moore’s law, every node shrink would improve performance and reduce cost.
- Zacks•yesterday
Taiwan Semi (TSM) to Report Q3 Earnings: What to Expect
Taiwan Semi's (TSM) third-quarter results are likely to benefit from 7 NM technology ramp-up. However, weakening cryptocurrency prices remain overhangs.
- GuruFocus.com•4 days ago
Seafarer Capital Partners, LLC Buys Alibaba Group Holding, Sells Infosys, Bank Bradesco SA, ...
Investment company Seafarer Capital Partners, LLC buys Alibaba Group Holding, sells Infosys, Bank Bradesco SA, Taiwan Semiconductor Manufacturing Co during the 3-months ended 2018-09-30, according to the ...
- Motley Fool•4 days ago
Some Great News for This Apple Supplier
It's another big win for this Apple supplier, according to a new report.
Market Realist•4 days agoNVIDIA and AMD to See Higher GPU Prices Because of US Tariffs
The second round of 10% tariffs on $200 million in Chinese (FXI) goods, which went into effect on September 24, includes GPUs (graphics processing units). These tariffs could rise to 25% effective January 1, 2019, if no negotiations are resolved between the United States and China.
- GuruFocus.com•7 days ago
Orbis Commentary: Can Risk Create Bargains?
Whilst we all worry about risk and deal with it in our everyday lives, it is probably the most important but least understood concept in finance
- MarketWatch•8 days ago
U.S. companies really do rule the tech world—here’s the chart to prove it
U.S. corporations like Apple and Microsoft are not only pioneers in their respective fields but have successfully parlayed their technology and cutting-edge products into global domination.
- InvestorPlace•11 days ago
3 Tech Stocks to Watch Amid the Chinese Spying Scandal
The “Chinese Spying Scandal” is roiling markets today, but some companies are more vulnerable than others and this has placed several notable tech stocks back in the spotlight. The scandal reported by Bloomberg is convenient for the Trump administration, supporting its trade war and bogeyman of China. Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN) and the other Cloud Czars are dependent on low-cost Chinese hardware, created by cheap labor and lax environmental standards, to build cloud data centers that are competitive with Chinese centers.
Market Realist•11 days agoWhy Analysts Have Turned Bearish on Intel
Intel (INTC) stock started falling in June when the company’s then-CEO Brian Krzanich told a Wall Street analyst that the company might lose some server CPU (central processing unit) market share to Advanced Micro Devices (AMD). After this news, investors became sensitive to any negative news on Intel. Analysts are becoming bearish on Intel, with 59% recommending “buy” in August and 46% recommending “buy” in September.
- Market Realist•11 days ago
AMD Changes Foundry Strategy to Compete with Intel
Previously in this series, we saw that PC vendors are increasingly adopting Advanced Micro Devices’ (AMD) second-generation Ryzen CPUs (central processing units) due to the supply shortage of Intel’s (INTC) CPUs, which could bring AMD gains. However, these gains could be short lived if Intel launches its rumored ninth-generation CPUs in Q4 2018 and its 10nm (nanometer) Cannon Lake CPUs in Q4 2019, as AMD’s CPUs still lag behind Intel’s in terms of performance. As AMD is aware of its competition, it is changing its foundry strategy significantly.
Bloomberg•11 days agoTencent Pair Trade That Earned a Quick 54% Now Looks Crowded
Anyone with the foresight to short Tencent Holdings Ltd.’s shares while going long Taiwan Semiconductor Manufacturing Co. could have made as much as 54 percent in the three months through September. Tencent is struggling to bounce back from this year’s lows after China got stricter on online games, the latest in a string of bad news that included the company’s first profit drop in at least a decade. Meanwhile, investors flocked to TSMC after a U.S. competitor quit trying to develop the most advanced chip production technology, paving the way for Taiwan’s biggest company to solidify its dominance of the market.
Market Realist•12 days agoIntel’s Shortage Could Help AMD Gain Market Share
Intel (INTC) is a leader in the PC CPU (central processing unit) market, with an ~80% market share. Its only other rival in the market is Advanced Micro Devices (AMD). Intel’s 14nm (nanometer) node supply constraints opened a window of opportunity for AMD to sell its CPUs to more consumers and increase its market share, as it did during the GPU (graphics processing unit) shortage. AMD could increase its market share by offering competitive 12nm Ryzen CPUs (which compete with Intel’s CPUs in terms of price-to-performance metrics) and its transition to TSMC’s (TSM) 7nm node in 2019.
- Zacks•12 days ago
Cadence Cloud Offering Extends Support for TSMC's OIP VDE
Cadence (CDNS) expands cloud-based offerings by offering Taiwan Semiconductor's OIP VDE to propel SoC design processes.
- Zacks•12 days ago
ANSYS Rides on TSMC Collaboration & Granta Design Tie-Up
ANSYS (ANSS) in collaboration with Taiwan Semiconductor unveils Automotive Reliability Guide 2.0. ANSYS also formed new alliance with Granta Design.
Market Realist•12 days agoWhat Rumors Say about Intel’s Supply Shortage
Intel (INTC) is looking to address the CPU (central processing unit) supply shortage by adding capacity and prioritizing high-margin Xeon server CPUs over PC CPUs. This shortage also fueled rumors about possible approaches Intel could take to meet CPU demand in the short term. Tom’s Hardware, citing multiple sources, reported that Intel is not outsourcing production to TSMC (TSM) but is moving production of its H310C chipset back to the 22nm (nanometer) node.
Market Realist•12 days agoWhy Is Intel Outsourcing Its 14-NM Chip Production?
Intel (INTC) has recently acknowledged that it has fallen short of providing ten-nm (nanometer) PC CPUs (central processing unit) due to a delay in production and rising CPU demand. PC shipments also reported solid growth in second-quarter 2018 for the first time in six years, according to independent research firms Gartner and International Data Corporation (or IDC). Intel’s supply shortage of its ten-nm Intel PC CPUs has pressured the output of its 14-nm chips.
- Market Realist•13 days ago
How Intel Could Address Its Supply Shortage
So far, we’ve discussed how 14nm (nanometer) supply constraints at Intel (INTC) have forced several PC vendors to cut their shipment forecast for Q4 2018. JPMorgan Chase expects global PC shipments to fall 5%–7% in Q4 2018. The widespread impact of the CPU (central processing unit) supply shortage has called for urgent measures from Intel. The chipmaker has prioritized its Xeon server CPU and its latest eighth-generation U-Series and Y-Series Core CPUs.
- Moody's•13 days ago
Advanced Micro Devices, Inc. -- Moody's upgrades Advanced Micro Devices' CFR to Ba3 and senior unsecured rating to B1; outlook stable
Moody's Investors Service ("Moody's") upgraded Advanced Micro Devices, Inc.'s ("AMD") corporate family rating to Ba3, senior unsecured rating to B1, and affirmed the speculative grade liquidity rating of SGL-1. As a result, Moody's expects around 25% revenue growth in 2018 and at least high-single digit revenue growth, slightly higher gross margins, as well as operating profitability and positive free cash flow in 2019. For 2018, Moody's projects revenue over $6.5 billion, free cash flow over $200 million, and adjusted gross debt to EBITDA of about 2.5x with leverage declining below 2.0x in 2019.
- InvestorPlace•19 days ago
Best ETFs for 2018: Tariffs Batter the VanEck Vectors Semiconductor ETF
This article is a part of InvestorPlace’s Best ETFs for 2018 contest. Dana Blankenhorn’s s pick for the contest is the VanEck Vectors Semiconductor ETF (NYSEARCA:SMH). Tariffs are unhealthy for economies and other living things.
Market Realist•19 days agoWould Intel Consider Outsourcing Its CPU Manufacturing to TSMC?
Intel’s (INTC) CPU (central processing unit) shortages have ignited rumors that the company might consider outsourcing some of its CPU production to TSMC (TSM), its rival in the foundry business.
Market Realist•19 days agoRumors: Intel Could Outsource Some of Its CPU Production to TSMC
Intel (INTC) is facing supply constraints for its 14nm (nanometer) chips as the company transitions to the 10nm node. The company is believed to have replaced some of its 14nm production lines with 10nm, but poor yields forced the company to delay the launch of 10nm products to the 2019 holiday season. Some analysts stated that the delay in the launch of 10nm products shifted the demand for the 14nm products, which created a supply shortage.
Market Realist•20 days agoIntel’s CPU Shortages to Positively Impact AMD
The demand is high in the PC and server markets, and the CPU (central processing unit) market leader Intel (INTC) has been unable to meet this growing demand due to capacity constraints. As a result, a window of opportunity has opened for rival Advanced Micro Devices (AMD) to gain market share and see better-than-expected earnings. Although its products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.
- Investopedia•21 days ago
Intel Hit with Another Downgrade on Production Issues
Shares of semiconductor company Intel Corp. ( INTC) are down another 1.5% as of Tuesday afternoon on a downbeat note from one team of analysts who flagged a major "strategic problem" in the delayed manufacturing of its next-generation chip processing technology. In July, Intel announced that its 10nm chips would release for the holiday season 2019.
Market Realist•21 days agoImpact of Apple’s New iPhones on TSMC’s Fiscal H2 2018 Revenue
The production of TSMC (TSM), Apple’s (AAPL) sole foundry, was affected for four days due to a computer virus outbreak. This could probably be one of the reasons for a one-month delay in the launch of iPhone XR. DigiTimes, citing Apple supply chain sources, stated that shipments of new iPhones are expected to hit 70 million to 75 million units by the end of 2018, its highest since the iPhone 6 launch in 2014.
Market Realist•21 days agoPros and Cons of Apple’s and TSMC’s Interdependence
So far in this series, we’ve looked at Apple’s (AAPL) component suppliers. Apple is manufacturing its A12 processors that would power its 2018 iPhone models on TSMC’s (TSM) 7-nm (nanometer) node. TSMC is Apple’s sole foundry partner and has exposure to Apple in areas other than the A12 processors. For instance, it manufactures modems Intel (INTC) designed for use in iPhones.
