Taiwan Semiconductor Manufacturing Co. Stock News

The stock of Taiwan Semiconductor Manufacturing (TSM -2.69%) is seeing a substantial sell-off Monday in response to multiple bearish catalysts. The company's share price was down 2.7% as of 2:45 p.m.

TSMC's fundamentals remain strong despite recent tariffs and geopolitical uncertainties, with a forward PE of less than 16 times for FY 2026. The company's $100 billion U.S. investment could mitigate tariff impacts and strengthen its market position. TSMC's EPS and revenue growth are robust, with YoY EPS growth estimates of 28.8% for the current fiscal year and 17.66% for next year.

Taiwan Semiconductor Manufacturing Company Limited aka TSMC Q1 2025 results and management commentary told us a lot more than the market realizes. We see red flags for 2H25 growth. Intel's 3nm ramp is supporting Q2 upside, but that tailwind has a shelf life. AI demand can't support substantial upside in 2H, as commentary on CoWos leads us to believe it is moderating.

The recent stock market sell-off left nearly all stocks down from their all-time highs. However, some stocks were beaten down before the broader sell-off began, so they look unbelievably cheap now.

Taiwan Semiconductor delivered strong Q1 results with 41% YoY revenue growth and solid EPS, driven by advanced nodes and AI demand, maintaining its 'Buy' rating. Despite tariff risks, TSMC's guidance remains robust, with Q2 revenue expected to rise 13% QoQ and capex focused on advanced nodes. The U.S. investment plan marks a strategic shift, potentially increasing geopolitical risk, but diversi...

Nvidia (NVDA -3.01%) has been the star of the artificial intelligence (AI) boom over the last two-and-a-half years. Its GPUs are the cornerstone of every big data center project from the hyperscale cloud customers investing tens of billions of dollars in AI.

Taiwan Semiconductor Manufacturing reported Q1'25 earnings that exceeded expectations, driven by strong demand for AI-optimized chips. TSMC dominates the global foundry market with a 67% revenue share, significantly ahead of its nearest competitor, Samsung, which holds only 8%. The chip company benefited from 35% top-line growth and 60% earnings growth Y/Y as demand for chips is surging.

The marketwide sell-off has affected many stocks, but none more than tech stocks. Tech is one of the first places to get hit during a market sell-off, as it often trades at high valuations and has a lot of growth baked into it.