TSM Stock Recent News

Stocks closed mostly lowered on the holiday-shortened week, though small caps muscled a win with the RUT rallying more than 1%. Nvidia (NVDA) was behind a lot of the downside action as it faced multiple headwinds that plunged its stock more than 8%.

The stock of Taiwan Semiconductor Manufacturing (TSM 0.28%) is seeing modest gains Thursday following the company's recent quarterly release. The semiconductor fabrication leader's share price was up 0.9% as of 3 p.m.

TSMC struck an upbeat note after posting strong earnings, but tariffs and the trade war loom large.

TSMC (TSM) posted what Sylvia Jablonski considers great earnings that confirms a ramp-up in hyperscaler demand. The issue ahead: tariffs.

Taiwan Semiconductor Manufacturing Co. (TSM) reported first-quarter results that topped analysts' estimates and stuck with its 2025 revenue outlook despite the growing trade war.

Taiwan Semiconductor Mfg.

It's no secret that volatility has been the name of the game in the stock market over the past couple of weeks. President Trump's announcement of new trade tariffs spooked investors, as uncertainty surrounding the future of economic activity and growth targets has become cloudy at best.

Taiwan Semiconductor Manufacturing Company (TSM) stock is in focus after the chipmaker reported earnings that beat expectations and reiterated its revenue forecast despite ongoing tariff concerns. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead examines the earnings report and discusses his outlook for TMSC and its competitors, such as Samsung (005930.KS) and Intel (INTC).

Taiwan Semiconductor Manufacturing Company aka TSMC reported strong Q1 earnings, benefiting from AI demand and a robust market position, making it a Strong Buy despite geopolitical risks. TSMC's Q2 revenue guidance of $28.4–$29.2 billion implies nearly 40% growth, surpassing Wall Street expectations and indicating resilience against tariffs. With a high gross margin of 58.8% and impressive cash flow generation, TSM stock's valuation remains undemanding at 16.7x forward earnings and a 9.7 EV/EBITDA ratio.

The biggest laggard of the morning is UnitedHealth (UNH), which fell as much as 20% following its earnings. Jenny Horne points out several factors behind the red arrows, from its earnings miss to slashed outlook over "heightened care activity indications" in its Medicare Advantage business.