Taiwan Semiconductor Manufacturing Co. Stock News

Jim Cramer reviewed the market reaction to Taiwan Semiconductor Manufacturing Company's fourth quarter earnings report. He said the sector — especially capital equipment companies — got a boost from chip maker's high figures and strong outlook.

TSMC is set to increase FY25 capex by 34%. This is a very healthy demand signal, driven by aggressive AI-related spending and augmented by the N2 process node's ramp. TSMC may be at peak gross margins as dilution is expected from the ramp-up of additional capacity. But there are structural improvements too, driven by productivity and utilization increases. TSMC's discount vs peers has widened a...

The company plans to increase capital expenditures by roughly 33% in 2025.

Thanks to better-than-expected sales for artificial intelligence end markets, Taiwan Semiconductor Manufacturing (TSM -1.53%) management is optimistic about its future.

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Chipmaker TSMC said on Tuesday that all its sites were operating following an overnight earthquake in southern Taiwan.

US markets are keenly awaiting more color on Trump's stance on the “Chips and Science Act” following his public criticism of the costs associated with that bill. Tariff, he argued during his campaign, could have been a more effective and cost-friendly initiative for onshore chip manufacturing.

TSMC's FY24 performance exceeded expectations with revenue up significantly, driven by AI chip demand and successful 3nm chip production. Looking ahead, management projects continued strong growth fueled by AI accelerator demand, though they warn of some margin pressure in 2025 due to overseas expansion costs and higher electricity prices. The company maintains a clear technological edge over c...