Taiwan Semiconductor Manufacturing Co Ltd
TSM
ISIN US8740391003 / Valor 724641
Taiwan Semiconductor Manufacturing Co Ltd
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About company
Taiwan Semiconductor Manufacturing Co Ltd (TSMC) is a global leader in the semiconductor industry, specializing in the manufacturing of a wide array of integrated circuits and related services. As the world's largest dedicated independent (pure-play) semiconductor foundry, TSMC provides advanced semiconductor technologies and manufacturing services to a broad spectrum of customers, including major players in the electronics industry. The company's offerings encompass a comprehensive range of cutting-edge process technologies and are pivotal in the production of semiconductors used in various computing devices, consumer electronics, and telecommunications equipment, among others. TSMC's commitment to innovation and quality has positioned it as a critical supplier in the global supply chain for semiconductors, underpinning the operations of numerous high-tech companies worldwide. While the company engages in various social responsibility initiatives, its core business revolves around leveraging its technological expertise and manufacturing capabilities to meet the evolving demands of the semiconductor industry.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (03.03.2025):
Revenue Growth
Taiwan Semiconductor Manufacturing Co Ltd (TSMC) reported consolidated revenue of NT$868.46 billion for the fourth quarter ended December 31, 2024. This represents a significant year-over-year increase of 38.8% and a 14.3% rise compared to the third quarter of 2024. In US dollars, the fourth quarter revenue was $26.88 billion, marking a 37.0% increase year-over-year and a 14.4% increase from the previous quarter.
Net Income and EPS
For the fourth quarter of 2024, TSMC achieved a net income of NT$374.68 billion, with diluted earnings per share (EPS) of NT$14.45, equivalent to US$2.24 per ADR unit. Both net income and diluted EPS saw a substantial year-over-year increase of 57.0%. Compared to the third quarter of 2024, net income rose by 15.2%.
Profit Margins
TSMC's financial performance in the fourth quarter of 2024 was marked by strong profit margins. The gross margin for the quarter was 59.0%, while the operating margin stood at 49.0%. The net profit margin was reported at 43.1%, reflecting the company's efficient cost management and strong demand for its advanced technologies.
Technology Revenue Contribution
In the fourth quarter of 2024, TSMC's advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue. Specifically, shipments of 3-nanometer technology contributed 26% to total wafer revenue, while 5-nanometer and 7-nanometer technologies accounted for 34% and 14%, respectively.
Outlook for First Quarter 2025
Looking ahead to the first quarter of 2025, TSMC expects revenue to be between US$25.0 billion and US$25.8 billion. The company anticipates a gross profit margin between 57% and 59% and an operating profit margin between 46.5% and 48.5%. TSMC's outlook considers the impact of smartphone seasonality, partially offset by continued growth in AI-related demand.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
1039332 M
Market cap (USD)
9,993,226
Daily traded volume (Shares)
201.93 / 198.5
1 day high/low (USD)
52 weeks high/low (USD)
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EPS (USD)
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Ratings & reviews
Marco Gabriel
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