TSMC

Azione

ISIN: TW0002330008

Ticker: 2330

TW0002330008

2330

Price

Discussione su 2330

Messaggi

Aktien Stammtisch

@Aktien_Stammtisch

4G·

TSMC Income Statement

$TSM (-0,37%)
$2330

BamBamInvest

@BamBamInvest

5G·

Management Kommentare:

$TSM (-0,37%)

Strong Q2 revenue supported by industry-leading 3nm and 5nm technologies, partially offset by FX headwinds.”
“Gross margin pressure from FX and overseas fab dilution was partly balanced by higher utilization and cost improvements.”
“Receivable and inventory days improved on higher N3/N5 wafer shipments.”
Management flagged tariff uncertainty & FX volatility as 2H margin risks; long-term GM ≥53% goal reiterated.
U.S./EU fab build-out (~$165B multi-year) aimed at capacity diversification & customer security; overseas fabs carry structural margin dilution.
N3 capacity remains tight; narrowing supply-demand gap at premium nodes while ramping N2 (HVM 2H25) and advanced packaging (CoWoS/SoIC).

$2330
$NVDA (-1,14%)
$AMD (-1,14%)
$AVGO (-1,1%)
$ASML (-1,5%)
$ASML (-0,81%)

BamBamInvest

@BamBamInvest

5G·

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)

$TSM (-0,37%)
$2330

Net revenue: +38.6% to 933.8B
Operating income: +61.7% to 463.4B
Operating margin: +7.1pp to 49.6%
Net profit: +60.7% to 398.3B
Net profit margin: +5.9pp to 42.7%
EPS: +60.7% to NTD 15.36

$NVDA (-1,14%)
$ASML (-1,5%)
$ASML (-0,81%)
$ASML
$AMD (-1,14%)
$AVGO (-1,1%)
$QCOM (-0,51%)
$INTC (-0,41%)
$TXN (-0,2%)

1 Commento

BamBamInvest

@BamBamInvest

5G·

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)

$TSM (-0,37%)
$2330

Net revenue: +38.6% to 933.8B
Operating income: +61.7% to 463.4B
Operating margin: +7.1pp to 49.6%
Net profit: +60.7% to 398.3B
Net profit margin: +5.9pp to 42.7%
EPS: +60.7% to NTD 15.36

$NVDA (-1,14%)
$ASML (-1,5%)
$ASML (-0,81%)
$ASML
$AMD (-1,14%)
$AVGO (-1,1%)
$QCOM (-0,51%)
$INTC (-0,41%)
$TXN (-0,2%)

1 Commento

~ S.@Semos25

I should have sold asml and shifted into tsmc 🤦‍♀️

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DiviMike

@DiviMike

1Settimana·

🇨🇳 Nvidia on the verge of a comeback in China: H20 chips soon back on sale?

After months of uncertainty surrounding US export restrictions $NVDA (-1,14%) could soon take off again - with a return of its H20 AI chips to the Chinese market. Here is an overview of all the important information for you:

📦 H20 GPU sales to China to start again

Nvidia plans to resume H20 chip shipments to China
According to Nvidia, the US government has promised to grant licenses
Sales stop since April due to new export rules

______________________________

🛑 Background: Export stop due to US requirements

H20 chip was specially developed to circumvent previous export restrictions
But since April: new license requirement for exports to China → delivery stop
Consequence: Nvidia's market share in China almost halved

______________________________

🤝 Political tailwind: Huang meets Trump

CEO Jensen Huang met with Donald Trump
Assurance from Nvidia: job creation & relocation of production to the USA
Goal: Strengthen US leadership role in AI

______________________________

🌍 Trade agreement eases the situation

New partial agreement between the USA and China
China relaxes export controls for rare earths
USA lifts some of the technology restrictions in return

______________________________

🧠 New AI chips in the pipeline

Huang announces new "RTX PRO" chip - compliant with export regulations
Focus on smart factories & logistics centers
Still unclear: Whether specifically intended for China

______________________________

📊 Analysts see great opportunities

Ray Wang (Futurum Group): "Significant, positive development"
Expects growth spurt for Nvidia in the Chinese market
Combination of H20 return and new AI chips could secure market leadership

______________________________

🧭 Nvidia remains the technological leader

Despite China's AI advances, Nvidia remains ahead
Thanks to high-end designs & production by $2330

Source:

https://www.wallstreet-online.de/nachricht/19628778-chip-riese-nvidia-plant-verkauf-h20-ai-chips-china-aufzunehmen

www.wallstreet-online.deNvidia plant, den Verkauf seiner H20 AI-Chips an China wieder aufzunehmen

PatitosFortune

@dividend_master_pf

4Settimana·

🦆💻 Patito Dives into Tech Titans: TSMC Joins the Pond!

Patito just took the plunge into Taiwan Semiconductor $2330 — not for the hype, but for the substance.

With an Elite Patito Score of 97 and a solid WB Grade B, this chip giant brings 29.5% ROE, strong free cash flow, and global tech dominance.

📊 Why TSMC earns a place in the nest:

💰 PE 20.8 with FCF Yield 3.4% → Quality at a fair price!
📈 5Y Revenue Growth: +29.5% – elite compounding
🪙 Dividend up 24% in 5 years – shareholder love!
🌎 Arizona, Japan, Germany fabs – smart de-risking beyond Taiwan
🧠 Not a gamble, but a global enabler of Apple, NVIDIA, AMD & more

🐣 This isn’t just another chip stock. It’s the backbone of AI, smartphones, and HPC — and now it’s part of Patito’s compounder pond. 🧠📦

24.06

TSMC

Acquistato x16 a 1045,00 TWD

16.720,00 TWD

Smudo

@Smudeo

1Mes·

Share price rises after sale

$PWO (-1,01%)

After a long holding period - I parted with the dividend stock.

Since my sales usually result in rising prices (see: $SDF (-0,91%) , $GE (-0,55%)
$2330 , etc) maybe interesting for you?

Great approval at the Annual General Meeting 2025 of the PWO Group

Carlo Lazzarini (CEO): "2024 was another record year for the PWO Group. We have initiated a lot in recent years and achieved even more. We are working very specifically on further forward-looking goals."

Unchanged dividend of EUR 1.75 for the 2024 financial year

Confirmation of the annual forecast for 2025

Presentation of the 2045 climate protection strategy

Oberkirch, June 5, 2025 - At the Annual General Meeting 2025, the successful development of the PWO Group was honored by the shareholders with great approval. All items on the agenda were adopted with large majorities. Around 66% of the company's share capital was represented.

In his speech, CEO Carlo Lazzarini reported on another outstanding financial year for the PWO Group. Despite the recession, revenue in 2024 matched the previous year's record level, while EBIT before currency effects rose to the highest level in PWO's history.

In the four years since the start of the realignment of the PWO Group, the automotive industry has faced many headwinds. At the same time, we have implemented far-reaching changes within our Group. Nevertheless, we have grown strongly and increased our EBIT. Last but not least, we were also able to significantly reduce our net debt, which means that our balance sheet is robust and our free cash flow is high.

The cornerstones of our development continue to be innovation-based, consistently high and profitable new business, careful internal management of profitability and cash flow and the determined exploitation of opportunities.

Our unwavering commitment to climate protection is also a key component of our strategy for the future. By 2023, we had already exceeded the SBTi-validated 2030 targets for emissions reductions from our own business activities and reduced our greenhouse gas emissions by more than half compared to the base year 2019.

No profit for me except dividends.

04.06

PWO

Venduto x169 a 31,00 €

5239,00 €

0,13%

Fabian

@FKabs

1Mes·

QNC goes into production with TSMC

$QNC (+2%) with the first QRNG chip based on quantum tunneling effects, patented four times and integrable with CMOS standards. The first chip of its kind to withstand quantum threats. They are now going into production with$2330 (US factory) into production, whereby customs duties should also not play a role....

Click here for the press release:

https://www.quantumemotion.com/press-release/quantum-emotion-finalizes-qrng-hybrid-chip-design-commences-manufacturing-with-tsmc

Current enterprise value is 150M USd and I think when the first orders roll in, that could skyrocket.

According to current estimates, the value could reach USD 2 billion with a CAGR of 34.5% from 2026 to 2033.

Am I missing something, or is this an innovation in its infancy?

What are your opinions?

www.quantumemotion.comQuantum eMotion Finalizes QRNG Hybrid Chip Design, Commences Manufacturing with TSMC

7 Commenti

Chris@Multibagger

1Mes

I don't know enough about this technology to be able to judge how quickly it can be used commercially and what returns it will bring. So far I have speculated twice on $QBTS and also made good money, but only as a fun gamble with no idea. And I've gotten into the habit of not investing more than 0.5% of my portfolio value in things I don't understand and not expressing an opinion on them to others.

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