Taiwan Semiconductor Stock: April Sales Soar From Advanced Nodes


  • TSM topped analyst estimates and its internal guide with revenue growth of 12.9% YoY growth for US$18.9 billion.
  • Management has been dropping hints that customer adoption on its upcoming 2nm node, set for production by year-end 2025, will be even stronger.
  • We continue to focus on stocks with high AI concentration, and TSMC will remain on our watchlist as we build out our AI portfolio with many lesser-known names.

View of the Taiwan Semiconductor Manufacturing Company (TSMC) plant.

BING-JHEN HONG/iStock Editorial via Getty Images

Taiwan Semiconductor (NYSE:TSM) is the supplier for major design companies, such as Apple, Nvidia, AMD, Arm, Qualcomm, Broadcom, MediaTek and Marvell. TSMC is a foundry that manufactures the world’s most advanced chips, designated by node size. The most advanced node in production today

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TSM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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