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TAIWAN SEMICONDUCTOR MANUFACTURINGTAIWAN SEMICONDUCTOR MANUFACTURINGTAIWAN SEMICONDUCTOR MANUFACTURING

TAIWAN SEMICONDUCTOR MANUFACTURING

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TSM/N trade ideas

TSMC's Strategic Moves and Strong Earnings Fuel Bullish OutlookTaiwan Semiconductor (NYSE: NYSE:TSM ) has recently reported impressive fourth-quarter earnings, surpassing analyst expectations with an EPS of $1.44, beating estimates by $0.06. Additionally, the company's revenue for the quarter came in at $19.62 billion, slightly edging past the consensus estimate of $19.61 billion. This stellar performance, combined with the announcement of a new chipmaking plant in Japan, positions BCBA:TSMC as a compelling investment opportunity. We will delve into the key factors contributing to TSMC's positive outlook, including its financial success, global expansion strategy, and the significance of its upcoming facility in Japan. I. Financial Performance: TSMC's robust financial performance in the past quarter reflects its resilience and adaptability in a challenging global landscape. With positive earnings surprises and consistent revenue growth, the company has demonstrated its ability to navigate through geopolitical tensions and industry challenges. Investors are likely to be drawn to TSMC's strong fundamentals, making it an appealing choice in the ever-evolving semiconductor market. II. Global Expansion Strategy: The announcement of TSMC's new chipmaking foundry in Japan's Kyushu island signifies a strategic move to diversify its manufacturing footprint. Chairman Mark Liu emphasized the importance of meeting customer needs and securing government subsidies to support global expansion. This forward-thinking strategy not only bolsters TSMC's presence in the Japanese market but also positions the company to tap into government initiatives aimed at boosting domestic semiconductor production. As TSMC continues to evaluate the potential for a second plant in Kumamoto, Japan, it showcases the company's commitment to collaborating with governments and adapting to the evolving dynamics of the semiconductor industry. III. Rising Stock Trends: From a technical perspective, TSMC's stock is currently in a rising trend channel, indicating positive development and increasing buy interest among investors. The continued positive signal from the inverse head and shoulders formation hints at a sustained upward trajectory. IV. Geopolitical Considerations: TSMC's ability to navigate geopolitical challenges, particularly those between the United States and China, showcases its resilience and adaptability. The company's expansion into Japan aligns with a broader trend of decentralizing semiconductor production to mitigate risks associated with global geopolitical tensions. By strategically diversifying its manufacturing locations, TSMC aims to build trust among customers, fuel future growth, and attract global talent. Conclusion: Taiwan Semiconductor's recent financial success, global expansion strategy, and positive stock trends position it as a compelling investment option. The company's ability to navigate geopolitical challenges, coupled with its commitment to meeting customer needs and exploring government partnerships, underscores its long-term vision for sustained growth. As BCBA:TSMC continues to innovate and adapt to industry dynamics, investors may find it to be an attractive addition to their portfolios in the dynamic world of semiconductor manufacturing.
NYSE:TSMLong
by DEXWireNews
TSM - Minor Low BuyTSM is in a strong bullish trend and formed a bullflag pullback after reaching L1-L2 target. Prices appeared to try a breakdown through channel support and were quickly bought. Volume resistance lurks overhead through 99.20, but a breakout would lead to room to run. I'm looking at this trade from 2 sides. 1. Conservative - wait for another minor low with a less volatile candle at the bottom of the flag or L1+L2 support. Buy on the minor low 2. Aggressive - Buy on any minor low in the channel/breakout of channel. We will see what develops.
NYSE:TSMLong
by TradingBandito06
2
Decoding TSM's Sept-Nov Rally ICT style Introduction: In the period between September and November, the TSM ticker experienced a robust rally, driven by several key factors. Foremost among these is the flourishing semiconductor sector, fueled by heightened global demand for electronic devices. TSM, as a major player, has thrived on strong revenue growth and adaptability to supply chain challenges. Simultaneously, the company's commitment to technological innovation, strategic collaborations, and its resilience in the face of macroeconomic shifts have all contributed to its impressive performance. Conclusion: TSM's rally is a testament to its strategic positioning in the semiconductor industry. With a focus on innovation, adaptability, and robust partnerships, the company has not only weathered the challenges posed by global supply chain disruptions but has emerged as a frontrunner in meeting the soaring demand for advanced semiconductor technologies. As the broader economic landscape continues to recover, TSM stands as a prime example of a company successfully navigating market dynamics, making it an intriguing prospect for investors seeking exposure to the thriving semiconductor sector.
NYSE:TSMLong
by Bite-Size
2
TSM Shares of Taiwan Semiconductor Manufacturing Company Limited (symbol ‘TSM’) have incurred losses of around 17% through the last quarter. The company’s earnings report for the fiscal quarter ending September 2023 is expected to be released on Thursday 12th of October. The consensus EPS is $1.15, against $1.79 of the same quarter last year. ‘ Despite the recent decline in the share price, the company has an enviable financial image to display with a 15% decrease year over year of its long term debt, the total assets outweighing the total liabilities at a ratio of almost 3 : 1 and a current ratio at an outstanding 242%. The trailing annual dividend yield is at 13.43% while the payout ratio is just above 30%. This means that long term investors get a decent return on their shares ownership while the company is keeping the majority of its income (70%) to invest in expanding and growing. ‘ said Antreas Themistokleous, trading specialist at Exness. From the technical analysis perspective the price broke below the recent triangle formation in early September and is currently trading below all the technical indicators of moving averages and the bearish trendline. The combination of the oversold Stochastic oscillator as well as the lower band of the Bollinger bands acting as a support on the price might give way to some correction to the upside in the near short term. If this comes to be true then the first point of resistance might be seen around the $88 price area which is the inside resistance of price reaction in mid May and the second point of resistance around $92 price area which consists of the 61.8% of the weekly Fibonacci retracement level and the 50 day moving average.
NYSE:TSM
by Exness_Official
TSM, Possible Flag-Formation, These Scenarios Important To Show!Hello Traders Investors And Community, welcome to this analysis where we are looking at TSM 4-hour timeframe perspective, the recent events, the current formational structure, how possible confirmations can look like and what to expect the next times. The global stock market is approaching higher and recovered on the surface from the massive corona breakdowns seen this year as many retailers rushing into the market and smart money staying out it is important to look for stocks which have the potential to growth as there are many which arent and looking rather bearish than forming solid bullish formations. In this case, I detected the importances within TSM which can show up with some good possibilities, therefore it is important to confirm some meaningful levels in order to approach further in destiny. Looking at my chart you can watch that TSM is trading within this huge channel formation marked in blue where the price already touched the upper and lower boundary several times to form this possible bull-flag, furthermore the price formed a overall wave-count where the wave A-D already formed and now setting up to form the final wave E in the structure. When the stock manages to do this and confirms the underlying support cluster at the lower boundary coming together with the 100-EMA marked in black there is some good possibility to bounce and confirm the bull-flag-formation properly. This will happen when the price crosses above the upper boundary with a protracted strong volatile bullish move, what will also be good is when the price pulls back to the upper boundary and confirms it as support. Overall the stock has some solid potentials to confirm the bull-flag appropriately on the other side when the stock does not manages to hold the support and falls below it this will increase bearish pressure to the downside when the stock closes below the EMAs and lower boundary, nevertheless this is not the most likely scenario currently, the bullish confirmation is much more expected. This can be traded either aggressively with immediate entry or conservative with entry after confirmation, although the immediate entry is also possible here the conservative entry will be much better as it is confirming to a solid risk-reward in the structure. Targets will be firstly at around the 88.5 level, when the stock approaches this level it has to be elevated if it continues further or sets up to form a pull-back as supply entering, as there are still higher targets possible the bullish continuation can be taken seriously in consideration. In this manner, thank you for watching, support for more market insight, all the best! "If you have the conditions, you get the results." Information provided is only educational and should not be used to take action in the markets.
NYSE:TSM
by VincePrince
1
TSM : Going longIt is the world's most valuable semiconductor company. That's the one and only reason for taking an entry in this stock. Semiconductor is such an important component that is required for almost every aspect of the modern world. Took a position for about 1.25% of the portfolio. Will consider adding onto the position only if it reaches the bottom of the larger ascending channel. There is a potential move of about 23% to the near term target. Will consider booking profit at those levels depending upon the fundamentals and technicals of the stock as well as the overall market at that time.
NYSE:TSMLong
by Sniper-Traders
TSM is bottoming here with this wedgeWith this wedge forming with TSM and this trendline as support I think this could be a monster trade. I'm targeting 135 for Wave 3, 115 for Wave 4, and then around 160 for Wave 5. Some people think this could fill the gap but I don't think so. If you look at TSM and Tesla they look very similar and Tesla didn't fill the gap and stopped halfway just like TSM will do. If it does fill the gap then it would break to the downside of the trendline and then it wouldn't be good.
NYSE:TSMLong
by the_new_tate
What would happen If China were to attack Taiwan?TSMC, or Taiwan Semiconductor Manufacturing Company, is the world's largest contract chipmaker. It is headquartered in Taiwan, and it relies on the island for its supply of semiconductor chips. If China were to attack Taiwan, it would have a significant impact on TSMC. The company would likely see its profits decline, and its share price would likely fall. In addition, the company would face challenges in securing the supply of semiconductor chips. Here are some of the specific impacts that a Chinese attack on Taiwan could have on TSMC: Shortages of semiconductor chips: A Chinese attack on Taiwan would likely disrupt the supply of semiconductor chips, which are essential for many electronic products. This would lead to shortages of these products, which would drive up prices. Loss of market share: TSMC would likely lose market share to its competitors if it were unable to meet demand for semiconductor chips. This would hurt the company's profits. Fall in share price: A Chinese attack on Taiwan would likely lead to a sell-off of TSMC stock, which would depress the company's share price. This would make it more difficult for TSMC to raise capital. Damage to reputation: A Chinese attack on Taiwan would damage TSMC's reputation as a reliable supplier of semiconductor chips. This would make it more difficult for the company to win new customers. In addition to the direct impacts on TSMC, a Chinese attack on Taiwan would also have a ripple effect on the global economy. The disruption of the supply of semiconductor chips would lead to higher prices for electronic goods, as well as shortages of certain products. This would harm businesses and consumers around the world. It is important to note that these are just some of the potential impacts that a Chinese attack on Taiwan could have on TSMC and the global economy. The actual impact would depend on the severity of the attack and the response of the international community. It is also important to note that TSMC has taken steps to mitigate the risks of a Chinese attack. The company has built factories in other countries, such as the United States and Japan. This would help to ensure that the company would still be able to produce semiconductor chips even if China were to attack Taiwan. Overall, a Chinese attack on Taiwan would be a major blow to TSMC and the global economy. The company would likely see its profits decline, and its share price would likely fall. In addition, the company would face challenges in securing the supply of semiconductor chips. The disruption of the supply of semiconductor chips would also harm businesses and consumers around the world. That's correct. Warren Buffett's Berkshire Hathaway sold its entire stake in TSMC, the world's largest contract chipmaker, in the first quarter of 2023. The sale was first reported by The Wall Street Journal. Buffett purchased a $4.1 billion stake in TSMC in the third quarter of 2022. However, he sold the shares in the first quarter of 2023, after just a few months. Buffett has not publicly commented on why he sold TSMC. However, some analysts have speculated that he was concerned about the geopolitical risks associated with the company. TSMC is headquartered in Taiwan, which is a self-governing island that China claims as its own. Other analysts have speculated that Buffett sold TSMC because he was simply looking to rotate his portfolio. Berkshire Hathaway has been selling some of its larger, more mature holdings in recent years, and TSMC may have been one of those companies. Regardless of the reason, Buffett's sale of TSMC is a significant development. It is rare for Buffett to sell a stock after such a short period of time. It is also worth noting that TSMC is a very well-managed company with a strong track record.
NYSE:TSMShort
by Moshkelgosha
3