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Taiwan Semiconductor Manufacturing Company (TSM) AnalysisCompany Overview: TSMC NYSE:TSM is the world's leading semiconductor foundry, driving innovation in advanced chip manufacturing for critical technologies like AI, 5G, and emerging tech markets. Key Growth Catalysts: Strategic U.S. Expansion 🇺🇸 Arizona Fab: TSMC’s first 12-inch wafer fab begins 4 nm chip production this month, solidifying its North American presence. $40 Billion Investment: Demonstrates TSMC's long-term confidence in U.S. chip demand and geopolitical supply chain security. Production of 3 nm chips by 2028 highlights TSMC’s roadmap for next-gen leadership. Rising Global Chip Demand 📈 Surging demand from AI, 5G, and cloud computing is driving industry-wide growth. Key Clients: Apple, Nvidia, and AMD rely heavily on TSMC’s advanced node production capabilities. Technological Leadership 🚀 4 nm Mass Production (Q1 2025): Positions TSMC at the forefront of advanced node production. Continued R&D investments strengthen TSMC’s competitive edge in next-gen chip technologies. Investment Outlook: Bullish Stance: We are bullish on TSM above $172.00-$174.00, underpinned by its global dominance, strategic U.S. investments, and demand for advanced nodes. Upside Target: Our price target is $255.00-$260.00, reflecting robust revenue growth, margin expansion, and rising semiconductor demand in AI and 5G markets. 🔹 Taiwan Semiconductor—Powering the Future of Tech! #TSM #Semiconductors #AI #5G
NYSE:TSMLong
by Richtv_official
1
$TSM textbook bull flag breakoutI originally entered calls at 181 when TSM wicked off of the bottom trendline and 100 Sma with nearly all momentum indicators signaling a reversal to the upside. I closed my positions at the top trendline as TSM continued to move upwards breaking out of the bull flag, intending to reenter when price retested this level. Well, we got that opportunity yesterday (Dec 6) and so I sized back in accordingly. Although the momentum indicators are at or close to overbought levels, I believe TSM has significant legs to push higher on this textbook bull flag. I intend to scale out at 205 and sell at 212 with a stop loss at 199.
NYSE:TSMLong
by parkdsw
4
Focus on demand in semiconductors, NVDA leading the way.While there are minor disputes among smaller semiconductor firms, the real focus should be on demand. NVDA is making tremendous strides in the data center space. My long-term target is around $171, but in the short term, we need a weekly close above $140.76 for confirmation. I'm a buyer near $141, with $136.15 standing out as the most attractive entry point in the support zone. Falling below this level could lead to short-term frustration.
NASDAQ:NVDALong
by Tolgaun6
(TSM) Taiwan Semiconductor Set for a Bullish Surge!Technical Analysis: Taiwan Semiconductor (TSM) – 15-Minute Timeframe (Long Trade) We entered a long trade on Taiwan Semiconductor (TSM) at 204.25 after a clear bullish signal. The trade is currently in progress, and we are waiting for the profit targets to be hit. Key Levels Entry: 204.25 – The long position was initiated here following a strong upward signal. Stop-Loss (SL): 195.45 – Positioned below support to manage risk and protect against downside movement. Take Profit 1 (TP1): 215.12 – The first target we are eyeing as the bullish momentum unfolds. Take Profit 2 (TP2): 232.71 – A further upside target, marking a significant rally if the momentum continues. Take Profit 3 (TP3): 250.30 – A potential target if the bullish trend remains strong. Take Profit 4 (TP4): 261.17 – The ultimate target, signaling a substantial upside move. Trend Analysis The price is well above the Risological Dotted trendline, indicating strong bullish momentum. The upward movement is supported by a solid breakout, and we are now watching for the targets to be met. The long trade on TSM looks promising, with a clear entry at 204.25. We are now monitoring the price as it approaches the first target at 215.12, expecting further upside momentum.
NYSE:TSMLong
by ProfitsNinja
LRCX in the same position and price AMAT was this time last yearLRCX following in the foot steps of AMAT to $295? AMAT also repeating the same move it made a year ago right now as well. Both are in the same field both are involved in the production of Ai processors and the tools to make them. I think its ironic that LRCX just happens to be in the same pattern on the same month AMAT started its nose bleed run up. Option shares right now are expensive for a $74 stock no matter how long or short you look. Somethings going on and the companies in the semiconductor industry know it. Nvidia and AMD prices right now are very inviting which means they had to reduce their prices either by splitting them or something but they must know that a boom is about to happen and they needed to make their prices in line with what is about to happen. I haven't looked at stock options in over a year and I was surprised to see everyones prices had gone up. Yet Semiconductors all seem to be price point. With the materials side looking Bullish as hell. I am just saying keep your eyes open on this because its about to happen all over the place.....a shift a huge shift. by iCantw84it 10.16.24
NASDAQ:LRCXLong
by iCantw84it
TSM Taiwan Semiconductor Options Ahead of EarningsIf you haven`t bought TSM before the major breakout: Now analyzing the options chain and the chart patterns of TSM Taiwan Semiconductor Manufacturing Company prior to the earnings report this week, I would consider purchasing the 190usd strike price Puts with an expiration date of 2025-1-17, for a premium of approximately $13.05. If these options prove to be profitable prior to the earnings release, I would sell at least half of them.
NYSE:TSMShort
by TopgOptions
1
TSMC’s Revenue Beats Market Expectation Stock up 1% in PremarketTaiwan Semiconductor Manufacturing Company (NYSE: NYSE:TSM ), the world’s largest contract chipmaker, has once again surpassed market expectations, reporting third-quarter revenue of NT$759.69 billion ($23.62 billion). This result not only outshines the forecast of NT$750.36 billion but also marks a remarkable 39.6% year-on-year growth for September alone. TSMC's performance continues to be buoyed by increasing demand for artificial intelligence (AI) chips, with major clients like Nvidia and Apple relying heavily on its advanced chip production. With AI hardware spending playing a pivotal role, the question arises: how long can TSMC sustain this momentum? AI Demand as a Driving Force TSMC (NYSE: NYSE:TSM ) has been at the forefront of the AI revolution, with demand for cutting-edge chips continuing to rise. As one of the key suppliers for AI hardware, especially for Nvidia's graphics processing units (GPUs) used in AI server farms, TSMC has benefitted immensely from the recent AI boom. - Revenue Growth: For the third quarter of 2024, TSMC reported an impressive revenue of $23.62 billion, a 36.5% on-year growth compared to the same period in 2023. This growth is largely attributed to the rising global investment in AI infrastructure. - Customer Base: TSMC’s clientele includes giants such as Apple and Nvidia, both of which are instrumental in the AI market. Apple’s continuous demand for high-performance chips for its devices and Nvidia’s increasing need for AI GPUs have fueled TSMC’s steady revenue stream. - Pandemic vs. Post-Pandemic Demand: While demand related to the pandemic has tapered off, the surge in AI development has compensated for this decline. TSMC’s ability to pivot its focus toward emerging technologies has helped it maintain a competitive edge. As governments and companies continue to chase AI supremacy, TSMC’s position as the key chip manufacturer cements its role in this ongoing technological race. However, there are concerns that infrastructure spending on AI may begin to taper off if no immediately monetizable AI use cases emerge. This sure will be an important trend to monitor in the coming quarters. Technical Outlook: Is TSMC Approaching a Breakout? From a technical standpoint, NYSE:TSM is showing strong signs of bullish momentum. The stock is currently up 1% in premarket trading as of Wednesday and has gained 72% year-to-date, outperforming the broader market. As of Tuesday’s close, the Relative Strength Index (RSI) for TSM sits at 68, suggesting that the stock is approaching overbought territory but hasn’t quite crossed the threshold yet. This indicates that while there’s significant buying momentum, a pullback or consolidation phase could be imminent. The stock has been trading closely to its moving average for several weeks before breaking out during the first week of October. This upward movement has triggered increased buying interest. One of the most compelling technical patterns forming on TSM’s daily chart is the "Three White Crows," which is a bullish continuation pattern. This pattern consists of three consecutive long-bodied candles, each closing higher than the previous day, signaling that the stock could maintain its upward trajectory for a while longer. Given the RSI nearing overbought levels and the emergence of the "Three White Crows" pattern, (NYSE: NYSE:TSM ) may experience continued growth in the short term. However, cautious investors may want to wait for a possible retracement or consolidation before entering a new position. Outlook and Risks: What Should Investors Watch For? As TSMC (NYSE: NYSE:TSM ) prepares to release its full earnings report on October 17, investors will be closely monitoring the company’s future guidance, especially in relation to AI demand. While current demand remains strong, sustained growth will largely depend on whether large AI players like Meta and Google can continue their current pace of infrastructure spending. Without monetizable use cases, there’s a risk that demand for AI hardware could plateau. Additionally, geopolitical tensions, particularly between Taiwan and China, could present risks for TSMC. As a key player in the global semiconductor supply chain, any disruption in TSMC’s production capabilities could have far-reaching consequences. Conclusion TSMC’s recent performance reaffirms its pivotal role in the global AI hardware ecosystem. With AI demand driving substantial revenue growth, the company is well-positioned to continue capitalizing on this trend. However, investors should be mindful of potential risks, including overbought technical indicators and broader market factors that could impact AI hardware spending. Technically, the "Three White Crows" pattern suggests continued bullish momentum, but with the RSI nearing overbought territory, a cautious approach may be warranted. Long-term investors with faith in the sustained growth of AI and semiconductor demand may view this as an opportune moment to hold or add positions in TSM(NYSE: NYSE:TSM ). Ultimately, TSMC's future trajectory will hinge on AI developments and how effectively the company navigates emerging challenges. All eyes will be on its full earnings report and guidance later this month.
NYSE:TSMLong
by DEXWireNews
Taiwan Semiconductor's August Performance Hints at Bright FutureTaiwan Semiconductor Manufacturing Co. (NYSE: NYSE:TSM ), the world’s largest contract chipmaker, reported strong topline growth of 33% in August 2024, highlighting its resilience amid global economic uncertainties. The company's revenue reached NT$250.9 billion ($7.8 billion), reflecting the ongoing demand for advanced AI chips and a positive outlook for the smartphone market, particularly driven by the latest iPhone 16 and 16 Pro models. Driving Forces Behind TSM's Growth TSMC’s stellar performance can be attributed to several key factors, primarily its dominant position in high-performance computing and the increasing global demand for AI chips. The company now generates over 50% of its revenue from this segment, significantly boosted by orders from Nvidia Corp. (NASDAQ: NASDAQ:NVDA ), a leading player in AI chip development. As AI continues to permeate industries globally, TSMC's pivotal role as a supplier of high-performance chips places it at the forefront of this transformative wave. Moreover, the adoption of Wi-Fi 7 technology in Apple's new iPhone models is expected to drive increased demand for TSMC's N6 (7-nanometer) and N4 (5-nanometer) nodes, already used by industry giants such as Broadcom and MediaTek. Analysts expect TSMC’s revenue to grow by 37% in Q3 2024, supported by robust sales and continued investments in AI infrastructure. The company’s ongoing global expansion, including projects in Arizona, Japan, and a newly launched €10 billion facility in Germany, underscores its commitment to capitalizing on these growth opportunities. TSMC’s Arizona facility has achieved production yields on par with those of its Taiwan plants, further solidifying the company's capacity to meet global demand. This alignment in production efficiency is a promising sign for investors, demonstrating TSMC’s ability to scale its operations without compromising quality—a critical factor in maintaining its competitive edge. Technical Outlook From a technical perspective, TSMC’s stock shows promising signs of sustained upward momentum despite recent volatility. As of the latest analysis, TSM is down 0.60%, trading at $161.52 with a moderate Relative Strength Index (RSI) of 53, which indicates that the stock is neither overbought nor oversold. This balanced RSI level suggests a prime environment for potential growth, aligning well with the company's strong fundamentals. The daily price chart reveals a golden cross pattern, which occurred in February 2024, when TSM’s 50-day moving average crossed above its 200-day moving average. This bullish signal was validated as NYSE:TSM surged to a high of $198 by July 2024. Since then, the stock has been attempting to form a head and shoulders pattern, with a critical neckline support level at $133. A break below this support could trigger a bearish reversal, leading to further price declines. However, as long as TSM remains above this pivotal point, the long-term outlook remains constructive, supported by the broader market trends in AI and advanced semiconductor manufacturing. The AI Boom and TSMC’s Future Prospects TSMC’s bullish stance on AI was echoed at a recent industry forum, where senior executives from both TSMC and Samsung Electronics (OTC: SSNLF) expressed their optimism about the sector’s future. The rapid adoption of AI technologies is projected to drive compound growth rates of at least 50% annually in the near term, presenting a significant opportunity for chipmakers like TSMC. Despite short-term market fluctuations, the long-term trajectory for AI and related technologies remains upward, positioning TSMC as a crucial player in this evolving landscape. Conclusion Taiwan Semiconductor’s strong August performance and optimistic outlook reflect the company's strategic positioning in the AI and high-performance computing markets. As a key supplier for Nvidia and Apple, TSMC (NYSE: NYSE:TSM ) is poised to benefit from the rising demand for advanced semiconductors, bolstered by ongoing investments in global capacity expansion. With strong fundamentals and a technically sound price structure, TSMC presents a compelling opportunity for investors looking to capitalize on the next wave of technological innovation. However, investors should remain vigilant of key support levels and broader market conditions, which could influence short-term price movements. As the company continues to navigate the complexities of global demand and supply chain dynamics, its strategic initiatives and technological prowess will be essential in sustaining its market leadership and delivering long-term value to shareholders.
NYSE:TSMLong
by DEXWireNews
TSMC Surges 3% in Premarket Trading on Strong AI Chip Demand Taiwan Semiconductor Manufacturing Co. ( BCBA:TSMC ), the world’s largest contract chipmaker, saw its shares rise by 3% in premarket trading on Friday following a remarkable surge in monthly sales. TSMC's July revenue soared by 45%, reflecting the robust demand for artificial intelligence (AI) chips, particularly from tech giants like Nvidia and Advanced Micro Devices (AMD). This strong performance is bolstering confidence in the company's ability to exceed market expectations for the third quarter. Impressive July Sales Highlight AI Boom TSMC's sales reached NT$256.95 billion ($7.9 billion) in July, a significant increase that accelerates the company's growth from the previous quarter. This surge in revenue suggests that TSMC is well on track to surpass analysts' projections of NT$747.4 billion for the third quarter. The company's role as a key supplier to industry leaders such as Nvidia, Apple, and AMD positions it as a critical player in the ongoing AI boom, which has driven unprecedented demand for high-performance computing chips. Last quarter, high-performance computing, spearheaded by AI, accounted for 52% of TSMC's revenue, marking the first time this segment has contributed more than half of the company’s earnings. This trend underscores the increasing reliance on AI-driven technologies across various industries and highlights TSMC's pivotal role in meeting this demand. Positive Outlook Amid Market Uncertainty TSMC’s strong July performance comes on the heels of the company raising its full-year growth outlook to beyond the maximum mid-20% range it had previously guided. CEO C.C. Wei’s optimistic assessment of the company’s prospects, coupled with the potential for price increases as customers transition to TSMC’s most advanced technology, has further fueled investor confidence. Despite concerns about the global economic outlook and recent market volatility, BCBA:TSMC remains a bellwether for the AI market. The company’s 44.7% year-over-year sales surge in July, the second-highest in the past 20 months, aligns with expectations for a robust third quarter. The significant orders for 3-nanometer chips from tech giants like Apple, Qualcomm, and MediaTek further reinforce TSMC's strong market position and growth potential. Investor Sentiment and Market Recovery The AI rally that had propelled BCBA:TSMC and other key players to substantial market gains faced a brief interruption last week due to concerns about the global economy. TSMC’s shares experienced a sharp 10% drop in a single day as investors opted to cash out some of the year’s biggest gainers. However, the company quickly recovered much of that loss as savvy investors recognized the dip as a prime buying opportunity, underscoring the market's underlying confidence in TSMC's long-term prospects. Conclusion: TSMC's Future Looks Bright With its impressive July sales figures and strong positioning in the AI chip market, BCBA:TSMC is poised to continue its upward trajectory. As the demand for AI and high-performance computing chips shows no signs of slowing down, TSMC’s ability to capitalize on this trend places it at the forefront of technological innovation and market leadership. The company’s robust sales growth, coupled with its strategic partnerships with tech giants, suggests that TSMC is well-positioned to not only meet but exceed market expectations in the coming quarters.
NYSE:TSMLong
by DEXWireNews
Taiwan Semiconductor - Unknown stock with trading potentialNYSE:TSM is one of the rather unknown stocks with an impressive market capitalization of 680 billion dollars. Just a couple of months ago TSM finally broke above a major previous resistance level and confirmed the bullish triangle breakout. Momentum is quite strong so far so maybe we will never see the previous structure again. In this case there is no need to actually chase the all time high. However, a pullback might still be quite likely and this might present an interesting long opportunity in the future. Levels to watch: $130, $100 Keep your long term vision, Philip - BasicTrading
NYSE:TSMLong
by basictradingtv
6
TSMC Says Semiconductor Industry Sales Could Grow 10%TSMC ( NYSE:TSM ), a supplier of Nvidia and Apple, has forecasted an annual revenue growth of 10% for the global semiconductor industry due to the surge in demand for artificial intelligence (AI). The company, which is a major supplier to Apple, has seen strong AI server demand, which has risen 2.5 times from last year. This is considered a "golden age of opportunity with AI," according to TSMC Senior Vice President Cliff Hou. The company also noted that the industry could benefit from a mild recovery in demand for smartphones and PCs, which had slumped due to oversupply. Hou also suggested that revenue for the foundry sector, which TSMC dominates, could expand at an annual rate of 15% to 20%. In April, TSMC lowered its outlook for the global semiconductor industry excluding memory to a growth rate of around 10% from a previous forecast of more than 10%. The World Semiconductor Trade Statistics has forecasted growth of 13.1% for the global semiconductor market in 2024. TSMC ( NYSE:TSM ) estimates second-quarter sales may rise as much as 30% as it rides a wave of demand for semiconductors used in AI applications. Nvidia has also forecast its quarterly revenue above estimates and announced a stock split, lifting shares to a record-high territory and impressing investors who have tripled the chipmaker's market value in the past year on AI optimism.
NYSE:TSMLong
by DEXWireNews
Taiwan Semiconductor April Revenue Jumps 60% On-yearTaiwanese chip giant BCBA:TSMC reported a 60% increase in April revenue, driven by a surge in demand for advanced semiconductors used in AI hardware. The Taiwan Semiconductor Manufacturing Company controls over half the world's chip output and supplies them for various products, including Apple's iPhones and Nvidia's artificial intelligence hardware. The company's revenue for April was approximately NT$236.02 billion (US$7.2 billion), an increase of 596.6% from April 2023. The company expects a 27.6% rise in Q1 revenue. The success of OpenAI's ChatGPT has sparked an AI gold rush, with demand for cutting-edge chips needed to train and run AI services worldwide. BCBA:TSMC dominates the global chip industry, with most of its fabrication plants located in Taiwan, a self-ruled island claimed by China. Concerned governments have lobbied TSMC to move production away from Taiwan, and the US has made a significant push to overhaul the semiconductor industry on American soil. US Commerce Secretary Gina Raimondo stated that an invasion of Taiwan by China and a seizure of TSMC would be "absolutely devastating" to the American economy. Currently, the US buys 92% of its leading edge chips from TSMC in Taiwan. TSMC plans to open a third factory in the US, raising its total investment to US$65 billion. However, the company faces obstacles due to a lack of human resources and specialized skills required for making chips. Additionally, TSMC is planning another facility in Kumamoto for more advanced chips. Technical Outlook Taiwan Semiconductor ( NYSE:TSM ) stock is up 5% on Friday's Market trading, with a Relative Strength Index (RSI) of 66 which is slightly overbought. A move further above the 38 Fibonacci Level will accentuate the bullish trend of $TSM.
NYSE:TSMLong
by DEXWireNews