Stockideas

TSMC
(NYSE:TSM)
TSMC

Taiwan Semiconductor Manufacturing Company Limited manufactures and sells integrated circuits and semiconductors. It also offers customer service, account management, and engineering services. The company serves customers in computer, communications, consumer, and industrial and standard segments in North America, Europe, Japan, China, and South Korea. Taiwan Semiconductor Manufacturing Company Limited was founded in 1987 and is headquartered in ...
Founded: 1987
Full Time Employees: 2,020
CEO: C. C. Wei  (Nov 2013~)
Sector: Technology
Industry: Semiconductors
Next Earnings Date: 2023-01-12
Stock price: $81.635 (-1.26%)
tsm stock
By: barbapapa lazy guy   💬 25   
   on Nov 21, 2022

Warren Buffett has been buying recently. We have also seen that George Soros and Black Rock and some other funds are buying. It could be because tsm valuation is way down that the reward simply out-weights the geopolitical risk. Also because we will continue to need high-end chips in the foreseeable future you would continue to rely on tsm for those chips. We also know the US government wants to secure its chip supply and they would give tsm a lot of funding to move their 3nm or 5nm over to the states, which is already happening. $tsm

p.s: TSM has had 1k engineers flying to Phoenix, AZ in the past 2 weeks.


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Buffett's Berkshire discloses big Taiwan Semi stake
By: bahnhopf Ich bin gut   💬 25   
   on Nov 14, 2022

https://www.reuters.com/markets/deals/buffetts-berkshire-discloses-big-taiwan-semi-stake-2022-11-14/

$tsm


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Apple Introduces M2 Processor: 8-Core CPU, 10-Core GPU, up to 18% More Performance
By: ssmlee04 Community Lead :))   💬 98   
   on Jun 07, 2022

https://www.tomshardware.com/news/apple-introduces-m2-processor-8-core-cpu-10-core-gpu-up-to-18-more-performance

Apple's move to a more advanced process node than Intel and AMD continues with the move from the first-gen TSMC 5nm process (5N) with the M1 to the second-gen 5nm process, presumably TSMC's N5P. Apple spreads the M2 design across 20 billion transistors, a 25% increase over the M1 processor.

m1 caused a lot of issues for me. My iTerm crashes on and off and I hope they would make them go away with m2 soon.

$AAPL $TSM


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Taiwan Semiconductor Manufacturing
By: datachips lazy guy   💬 5   
   on Jan 07, 2022

World's largest FAB. The future is still the IOT, EVs and faster computer speeds. There are no other company near the size of TSMC


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Taiwan Semiconductor Manufacturing
By: lecirquetora lazy guy   💬 5   
   on Jan 03, 2022

高速運算需求強勁,先進製程領先者,Intel下單台積電。 兩岸地緣政治風險為可能利空因素,三星製程技術短期應該無法超越。


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TSMC eyes opening Japan chip plant in 2023 to supply Sony
By: ssmlee04 Community Lead :))   💬 98   
   on Jul 22, 2021

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-eyes-opening-Japan-chip-plant-in-2023-to-supply-Sony

Once both phases are in production, the new facility will be able to produce around 40,000 wafers per month using 28-nanometer technology, which is widely used for multiple types of chips including image processors and microcontroller units for automotive applications and consumer electronics.

Japan works hard to negotiate the deal and 28-nm and 40,000 wafers is as good as it gets. But that's probably still a good thing for Japan since the demand for basically all kind of chips would go up from here. It's not a bad idea to setup something small gain some exposure to the chip manufacturing process.

This is also probably a good news for $TSM since they can diversify away from Taiwan to places where natural resources like land / water / electricity are more accessible. Also by doing this they would be able to have closer relationships with their clients in Japan (e.g. Sony).

And it's pretty clear TSMC is in a tactical position where countries in the world would be fighting for.

long $tsm


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Nasdaq is crashing again
By: ssmlee04 Community Lead :))   💬 98   
   on Mar 04, 2021

Nasdaq has fallen 8.7% from the top. What's scary is a lot of individual tech stocks are already doing far worse than the Nasdaq index.

Apple is 17% from the top. Tesla 27% from the top. TSMC is 14% from the top. Nvidia is 17% from the top.

It seems like only a few days ago people were talking about a chip shortage from TSM and Nvidia that they were about to take over the world., and Tesla and Apple are also doing some EV stuff that their future is indefinitely bright.

This market is very very brutal. Maybe we're in the middle of a crash already just we do not know it yet.

p.s: Also, ARK fund is selling 800000 pieces of $tsm today.

^IXIC


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Intel’s New CEO Commits to Manufacturing, Sending Shares Lower
By: ssmlee04 Community Lead :))   💬 98   
   on Jan 22, 2021

https://finance.yahoo.com/news/intel-gives-upbeat-forecast-demand-210518064.html

“I am confident that the majority of our 2023 products will be manufactured internally,” he said. “At the same time, given the breadth of our portfolio, it’s likely that we will expand our use of external foundries for certain technologies and products.”

In my opinion, the implication of this news is $amd would continue to take their market share away. $intc $tsm

$amd is up 2.3% afterhour.


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AMD To Move More Of Its Business To TSMC
By: ssmlee04 Community Lead :))   💬 98   
   on Sep 23, 2020

https://seekingalpha.com/article/4375799-amd-to-move-of-business-to-tsmc

$AMD $TSM


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Taiwan Semiconductor Manufacturing
By: philchan lazy guy   💬 2   
   on Aug 27, 2020

Because of the 5nm chips technique.........................................................


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The whole world need TSM
By: yenyuzheng y   💬 6   
   on Jul 30, 2020

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, engages in manufacturing, selling, packaging, testing, and computer-aided design of integrated circuits and other semiconductor devices. The company manufactures masks and electronic spare parts; researches, develops... $TSM


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Taiwan Semiconductor Manufacturing
By: yenyuzheng y   💬 6   
   on Jul 30, 2020

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, engages in manufacturing, selling, packaging, testing, and computer-aided design of integrated circuits and other semiconductor devices. The company manufactures masks and electronic spare parts; researches, develops...


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Taiwan Semiconductor Manufacturing
By: raspberry lazy guy   💬 31   
   on Jul 24, 2020

No one can compete with their chips. Their 4nm is in production in April and they're working on 2nm chips. They have an advantage that no other IC chip companies can catch up.


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TSM
By: dragonfly goblin   💬 13   
   on Oct 25, 2019

This is the no.1 company by market cap in Taiwan. It makes all the IC chips for iPhones and many high-end devices.


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