Analysts expect its revenue and earnings to grow 31% and 22%, respectively, in fiscal 2022 as it remains one of the main bottlenecks of the global chip shortage. Those growth forecasts are high for a stock that trades at just 25 times forward earnings. It also pays a decent forward dividend yield of 1.4%.
Similarly Is TSM a good stock to buy 2022? Taiwan Semiconductor Manufacturing Company (TSM)
The IC company’s net margin stretched to 37.6% in 2021 and is expected to rise to 39.3% in 2022. TSM’s top-line growth is forecast to improve significantly this year, with net sales lifting 26.3% YOY to $70.4 billion.
How high will TSMC go? Stock Price Forecast
The 5 analysts offering 12-month price forecasts for Taiwan Semiconductor Manufacturing Co Ltd have a median target of 160.00, with a high estimate of 170.00 and a low estimate of 135.00. The median estimate represents a +55.67% increase from the last price of 102.78.
Additionally, Why is TSMC stock going up?
Revenue at the world’s largest contract chip maker (ticker: TSM), and a major supplier of Apple (AAPL) or Qualcomm (QCOM), was boosted by enormous demand for the company’s chips, on the back of increased use of smartphones, home computers, and other technological gadgets during the Covid-19 pandemic.
Is Samsung or TSMC better?
Currently TSMC is the better investment based on financial metrics. Chart 2 shows Revenue (« TTM ») % Change for TSMC, Intel, and Samsung for a 3-year period. TSMC’s performance is 6x greater than competitors.
Who is TSMC competitor? From a technology perspective, Samsung is the nearest rival. Yet a comparison is skewed by the fact that the South Korean company also makes display screens and puts most of its semiconductor spending toward commodity memory chips that TSMC doesn’t even bother to make.
Will Samsung overtake TSMC? 70% of the yearly revenue is invested by Samsung in improved production capacity, while TSMC only invests 50%, so the South Korean giant is confident that it can catch up and eventually overtake its main competitor by 2030.
Is Intel using TSMC? “Intel is engaged with TSMC on N3 for its next-generation graphic processors (GPUs) in 2023, and the ramp plans here look bigger than we first thought. This is a material engagement,” he says. Intel’s GPU rivals include Nvidia and others.
Why is TSMC better?
One of the biggest advantages of the company is that it’s the undisputable leader of the advanced node market with no real competitors. Thanks to this, TSMC already has U.S. tech powerhouses such as Apple, AMD, Nvidia, Qualcomm (QCOM), and others, as its clients.
Is TSMC profitable? For the entire 2021, TSMC posted NT$596.54 billion in net profit, smashing its past records, up 15.2 percent from a year earlier with EPS at NT$23.01, compared with NT$19.97 a year earlier. Its gross margin for 2021, however, fell by 1.5 percentage points from a year earlier to 51.6 percent.
Who are TSMC top customers?
TSMC’s Top 10 high-profile clients as of 2022
- 1.1 Apple:
- 1.2 MediaTek:
- 1.3 AMD:
- 1.4 Qualcomm:
- 1.5 Broadcom:
- 1.6 Nvidia:
- 1.7 Sony:
- 1.8 Marvell:
Is TSMC a monopoly? The reason for TSMC’s near-monopoly is that semiconductors, the Journal explains, have become “so complex and capital-intensive that once a producer falls behind, it’s hard to catch up.
Is Intel a foundry?
Intel Foundry Services is well-positioned to lead this major industry inflection. With our new investment fund and open chiplet platform, we can help drive the ecosystem to develop disruptive technologies across the full spectrum of chip architectures.”
What is TSMC market share?
Research expert covering the global hardware industry. Apr 12, 2022. In the fourth quarter of 2021, Taiwan Semiconductor Manufacturing Company (TSMC) recorded a market share of just over 52 percent in the global semiconductor foundry market, while Samsung occupied 18.3 percent of the market.
What is Samsung Foundry? Samsung Foundry provides a full range of solutions including advanced process technology, design services, product proven intellectual property (IP).
Is Intel 10nm equal to TSMC 7nm? It is no secret that having « Intel 10nm » being equivalent to « TSMC 7nm », even though the numbers actually have nothing to do with the physical implementation, has ground at Intel for a while. A lot of the industry, for whatever reason, hasn’t learned that these numbers aren’t actually a physical measurement.
Does AMD use TSMC?
Nowadays TSMC makes all of AMD’s advanced CPUs, GPUs, and SoCs using N7 and N6 process technologies, which is why the chip developer’s contribution to the foundry’s revenue is growing along with its rising sales.
Does Apple use TSMC? Apple has reportedly agreed with TSMC to take its complete first batch of 3nm production.
Is TSMC a good long-term investment?
TSM is not especially expensive, but investors should consider a couple of risks, with geopolitical risks being especially noteworthy. Overall, Taiwan Semiconductor Manufacturing seems like a solid long-term investment at current prices.
Where is TSMC plant in Arizona? Most of the consternation comes from the Taiwan Semiconductor Manufacturing Co. (TSMC) plant that is under construction in north Phoenix, near Interstate 17 and Loop 303. The plant is going up not just on a swath of raw desert, but in an area that has little development nearby.
Where is TSMC located?
TSMC is the first foundry to provide 5-nanometer production capabilities, the most advanced semiconductor process technology available in the world. The Company is headquartered in Hsinchu, Taiwan.
How much does TSMC produce? TSMC
| Production output | 10,745,000 12-inch equivalent wafers (2018) |
| Revenue | NT$1.33 trillion (US$47.95 billion) (2020) |
| Operating income | NT$372.7 billion (US$13.37 billion) (2019) |
| Net income | NT$517.89 billion (US$18.53 billion) (2020) |
| Chinese name |
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What is TSMC competitive advantage? Fueling the company’s competitive advantages are strong underlying growth drivers. Long-term secular technology trends, such as 5G, the cloud, the Internet of Things (IoT), and increasing semiconductor content in products, especially automobiles and industrial products, increase demand for TSMC’s capabilities.
Why are there so few semiconductor fabs?
The semiconductor market is experiencing shortages today partly because parts of the 200mm market were running hot before the pandemic even started. The 300mm shortages on leading-edge nodes like 5nm and 7nm are being driven by strong demand for phones, game consoles, CPUs, GPUs, and other high-performance silicon.
