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Taiwan Semiconductor Manufacturing NYSE:TSM Stok Raporu

Son Fiyat

US$201.20

Piyasa Değeri

US$876.9b

7D

4.3%

1Y

106.5%

Güncellenmiş

08 Nov, 2024

Veri

Şirket Finansalları +

Taiwan Semiconductor Manufacturing Company Limited

NYSE:TSM Stok Raporu

Piyasa değeri: US$876.9b

TSM Stoklara Genel Bakış

Taiwan Semiconductor Manufacturing Company Limited, iştirakleriyle birlikte Tayvan, Çin, Avrupa, Orta Doğu, Afrika, Japonya, Amerika Birleşik Devletleri ve uluslararası alanda entegre devreler ve diğer yarı iletken cihazlar üretmekte, paketlemekte, test etmekte ve satmaktadır.

Şirket hakkında

Ödüller

Adil değer tahminimizden 12.6% daha düşük bir oranda işlem görüyor
Kazançların yılda 19.32% oranında artması öngörülüyor
Kazançlar geçen yıl 15.8% oranında arttı
1.47% oranında güvenilir bir temettü öder
Rakiplerine ve sektöre kıyasla iyi değerde işlem görüyor

Risk Analizi

Risk kontrollerimizden TSM için herhangi bir risk tespit edilmedi.

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
WallStreetWontons
Community Contributor

Semiconductor Demand will likely persist from the likes of AI, IoT, and 5G

Catalysts AI Chip Boom : TSMC’s quarterly revenue surged at its fastest pace in over a year, thanks to the global boom in AI development. The demand for high-end chips and servers, particularly those used in AI applications, has been a major driver of TSMC’s sales growth.
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US$629.70
FV
68.0% undervalued intrinsic discount
26.00%
Revenue growth p.a.
7users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
about 2 months ago author updated this narrative
GO
Goran_Damchevski
Equity Analyst

High Growth Opportunities And Categorical Risk Factors Increase The Range Of TSMC’s Valuation

Key Takeaways TSMC is the current leader in chip manufacturing, boasting the most advanced technology and a strong customer base High-Performance Compute (HPC), AI, and EVs will drive growth, while the smartphone market slowly becomes saturated Their specialization strategy optimizes chips for specific use cases, allowing them to maintain their edge Peers are catching up, and a capital intensive industry will lower the bottom-line for investors TSMC has a high intrinsic value, but their exposure to China expands the risk to reward range Catalysts TSMC Will Remain Market Leader Key semiconductor competitors differ in their innovation and business approach. Roughly speaking, the quality of a semiconductor tends to be judged by its size, the smaller it is, the more transistors you can fit on a chip.
View narrative
US$106.00
FV
89.8% overvalued intrinsic discount
13.50%
Revenue growth p.a.
4users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
4 months ago author updated this narrative
ST
StjepanK
Equity Analyst and Writer

Political Status Quo Will Result in Stable Growth

Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.
View narrative
US$118.40
FV
69.9% overvalued intrinsic discount
10.00%
Revenue growth p.a.
6users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
4 months ago author updated this narrative

Taiwan Semiconductor Manufacturing Company Limited Rakipler

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Fiyat Geçmişi ve Performans

için tüm zamanların en yüksek seviyelerinin, değişikliklerin ve fiyat düşüşlerinin özeti Taiwan Semiconductor Manufacturing
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıNT$201.20
52 Haftanın En Yüksek SeviyesiNT$212.60
52 Haftanın En Düşük SeviyesiNT$93.61
Beta1.23
11 Aylık Değişim7.51%
3 Aylık Değişim20.39%
1 Yıllık Değişim106.49%
33 Yıllık Değişim69.52%
5 Yıllık Değişim277.56%
Halka arzdan bu yana değişim3,562.36%

Son Haberler & Güncellemeler

Taiwan Semiconductor: Don't Discount The Competition

Oct 26

Taiwan Semiconductor Q3 Earnings: 'Demand Right Now Is Insane'

Oct 18

Taiwan Semiconductor: One Of The Best (And Cheapest) AI Plays

Oct 12

TSMC: Still A Long-Term Buy Given Its Technological Leadership And AI Growth Story

Oct 06

Recent updates

Taiwan Semiconductor: Don't Discount The Competition

Oct 26

Taiwan Semiconductor Q3 Earnings: 'Demand Right Now Is Insane'

Oct 18

Taiwan Semiconductor: One Of The Best (And Cheapest) AI Plays

Oct 12

TSMC: Still A Long-Term Buy Given Its Technological Leadership And AI Growth Story

Oct 06

TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers

Sep 25

Taiwan Semiconductor: Valuation Dips Go Great With Chips

Sep 12

Taiwan Semiconductor: Chip Giant Is Still A Buy Despite Short-Term Risks

Sep 05

Taiwan Semiconductor: Still Buy On AI

Aug 29

TSMC: A Huge Opportunity To Buy The Crown Jewel Of Semiconductors

Aug 07

TSMC: Focus On Fundamentals, Ignore The Noise

Jul 31

TSMC: Buy Status Vs. Rising Geopolitical Risks

Jul 25

3 Key Takeaways From TSMC's Q2 2024 Beat And Raise

Jul 18

TSMC: Taiwan Discount

Jul 11

TSMC: Strategic Alliances Lift Stock To New All-Time Highs

Jul 01

Taiwan Semiconductor: A Sure Bet On AI

Jun 25

TSMC: By Far The Strongest Chip Company

Jun 18

TSMC: One Of The Cheapest Big Tech/AI Stocks

Jun 10

Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes

Jun 04

TSMC: Derisking China Invasion Threats

May 17

TSMC: Charting A Path To $185

May 08

Third Point - Taiwan Semiconductor: The 'Toll Road' For AI Compute

May 02

Taiwan Semiconductor Stock Is Breaking Out (Technical Analysis)

Apr 17

TSMC: Don't Be Ruined By Over-Optimism (Downgrade)

Apr 09

TSMC: Robust Growth To Continue

Apr 03

Best Chip Stock To Ride The AI Frenzy: Taiwan Semiconductor (SA Quant)

Mar 26

Taiwan Semiconductor: A Long-Term Winner Amidst Short-Term Hype

Mar 15

Taiwan Semiconductor Raising Prices 8.7% In 2024 As Revenue Growth Underperforms Customers

Mar 05

Investing In Innovation: Why Taiwan Semiconductor Is A Smart Choice For Long-Term Growth

Feb 21

Taiwan Semiconductor: Highly Wanted Advanced Technology

Feb 05

Taiwan Semiconductor: Beijing Is A Threat

Jan 29

Taiwan Semiconductor Is Becoming A Dividend Growth Machine

Jan 23

TSMC: DPP Taiwan Election Win Could Mean Greater Risks For The Stock

Jan 17

TSMC Is Probably The Most Important Company In The World Right Now

Jan 11

TSMC: Major Apple Risk Persists But Stock Still Investible (Rating Upgrade)

Jan 01

TSMC Vs. Intel: Only 1 Can Win

Dec 24

Taiwan Semiconductor: The 800-Pound Chip Gorilla That's An Underappreciated Play On AI

Nov 25

Taiwan Semiconductor: Taking The Temperature Of AI

Nov 14

Taiwan Semiconductor: Bottoming Semiconductor Cycle With Increasingly Diversified Footprint

Oct 27

Q3 Earnings: Navigating TSMC's Risk/Rewards And Future Outlook

Oct 20

Taiwan Semiconductor - Maintaining Buy: Headwinds Priced In And Rebound Ahead

Oct 10

TSMC: Why Near-Term Downside Is Highly Probable (Rating Downgrade)

Oct 03

Taiwan Semiconductor Makes Chips For 3 Of The Top 4 Greatest Growth Technologies

Sep 26

TSMC: AI Winner At Attractive Valuation

Sep 20

Taiwan Semiconductor: More Room For Optimism

Sep 12

Taiwan Semiconductor Can Gain From Intel's Challenges

Aug 30

Accumulate Taiwan Semiconductor, Especially If Mr. Market Brings It Down

Aug 24

Taiwan Semiconductor: A Rare Undervalued AI Idea

Aug 14

Taiwan Semiconductor: Short-Term Pain For Long-Term Gain (Rating Upgrade)

Aug 04

Taiwan Semiconductor: The Most Important Chip Manufacturer For Smartphones

Jul 27

Taiwan Semiconductor Q2 Earnings: Consider Buying The Dip

Jul 20

Taiwan Semiconductor: Overstated Fears With Shares Still Cheap

Jul 14

Taiwan Semiconductor: Undervalued King Of Semiconductors

Jul 05

Taiwan Semiconductor: Driving Profitability On Secular Shift To Innovative Nodes

Jun 21

Taiwan Semiconductor Manufacturing Offers An Excellent Entry Point (Technical Analysis)

Jun 12

Taiwan Semiconductor And Buffett: Why He Bought And Sold

Jun 05

Hissedar Getirileri

TSMUS SemiconductorUS Pazar
7D4.3%10.0%5.1%
1Y106.5%111.0%37.7%

Getiri vs. Endüstri: TSM geçen yıl % 111 oranında getiri sağlayan US Semiconductor sektörünün gerisinde kaldı.

Getiri vs Piyasa: TSM geçen yıl % 37.7 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is TSM's price volatile compared to industry and market?
TSM volatility
TSM Average Weekly Movement5.8%
Semiconductor Industry Average Movement7.8%
Market Average Movement6.2%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

İstikrarlı Hisse Senedi Fiyatı: TSM son 3 ayda önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: TSM 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
1987n/aC. C. Weiwww.tsmc.com

Taiwan Semiconductor Manufacturing Company Limited, iştirakleriyle birlikte Tayvan, Çin, Avrupa, Orta Doğu, Afrika, Japonya, Amerika Birleşik Devletleri ve uluslararası alanda entegre devreler ve diğer yarı iletken cihazlar üretmekte, paketlemekte, test etmekte ve satmaktadır. Tamamlayıcı metal oksit-yarı iletken (CMOS) mantık, karışık sinyal, radyo frekansı, gömülü bellek, bipolar CMOS karışık sinyal ve diğerlerini üretmek için süreçler de dahil olmak üzere bir dizi gofret üretim süreci sağlar. Şirket ayrıca müşteri ve mühendislik destek hizmetleri sunar; maskeler üretir; ve teknoloji start-up şirketlerine yatırım yapar; renkli filtreleri araştırır, tasarlar, geliştirir, üretir, paketler, test eder ve satar; ve yatırım hizmetleri sağlar.

Taiwan Semiconductor Manufacturing Company Limited Temel Bilgiler Özeti

Taiwan Semiconductor Manufacturing'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
TSM temel i̇stati̇sti̇kler
Piyasa değeriUS$876.92b
Kazançlar(TTM)US$32.18b
Gelir(TTM)US$82.25b

27.3x

F/K Oranı

10.7x

P/S Oranı

TSM aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
TSM gelir tablosu (TTM)
GelirNT$2.65t
Gelir MaliyetiNT$1.21t
Brüt KârNT$1.44t
Diğer GiderlerNT$406.44b
KazançlarNT$1.04t

Son Raporlanan Kazançlar

Sep 30, 2024

Sonraki Kazanç Tarihi

Nov 12, 2024

Hisse başına kazanç (EPS)40.00
Brüt Marj54.45%
Net Kâr Marjı39.12%
Borç/Özkaynak Oranı24.1%

TSM uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

1.5%

Mevcut Temettü Verimi

39%

Ödeme Oranı

TSM güvenilir bir temettü ödüyor mu?

TSM temettü geçmişine ve kıyaslamalara bakın
Yaklaşan bir temettüyü almak için ne zaman TSM satın almanız gerekir?
Taiwan Semiconductor Manufacturing temettü tari̇hleri̇
Eski Temettü TarihiDec 12 2024
Temettü Ödeme TarihiJan 09 2025
Eski temettüye kadar geçen günler33 days
Temettü ödeme tarihine kadar geçen günler61 days

TSM güvenilir bir temettü ödüyor mu?

TSM temettü geçmişine ve kıyaslamalara bakın