Taiwan Semiconductor Manufacturing Co. Stock News

TSMC's 3nm and 5nm nodes drove 60% of wafer revenue in Q4-FY24, fueling 38.8% YoY topline growth. HPC revenue rose to 53% of total sales in Q4-FY24, up from 43% a year earlier. January–February FY25 revenue reached NT$553.3B, marking a 39.2% YoY increase despite seasonal smartphone softness in February.

Since my last writing, two new catalysts have further skewed TSM stock's return/risk curve and promoted me to upgrade its rating to strong buy. First, the latest world semiconductor trade statistics showed a significant 18% YOY jump in semiconductor sales. Second, TSM announced a $100B U.S. expansion plan to meet rising demand.

A new factory is on schedule to manufacture 2-nanometer chips in volume during the second half of this year.

Palantir Technologies stock has been on a monster run since going public in 2020, with shares up close to 1,000%. I am here to tell you the stock is now overvalued.

Artificial intelligence (AI) investing has been center stage since 2023, but these stocks have taken a bit of a breather over the past month as the market cools off. However, I don't expect this to persist throughout 2025, and I wouldn't be surprised if these stocks start to move higher following strong first-quarter results.

The market started to recover at the end of March, but it still has a way to go before returning to its highs. In particular, many tech stocks are even further off their highs than the broader market.

TSMC said on Monday that its newly built domestic fab would add 7,000 tech jobs to the island's economy and that it will continue to expand in Taiwan, following concern that its investment in the U.S. will dilute its presence at home.

The stock market is full of expensive and cheap stocks, but the hard part is determining which are still worth buying at their current price tag. "Cheap" and "expensive" in this context do not refer to the price per share but rather to the company's valuation.