Taiwan Semiconductor (TSM) Hits Record Q4 Results, Stock Reaches $345
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Record Performance: Taiwan Semiconductor reported Q4 sales of $33.71 billion, a 25% increase year-over-year, surpassing market expectations of $33.26 billion, indicating robust market demand and growth potential.
- Significant EPS Growth: The company achieved Q4 EPS of $3.14, exceeding expectations of $2.82 and soaring 35% year-over-year, reflecting its competitive edge in high-performance computing and AI chip sectors.
- Optimistic Outlook: Taiwan Semi projects Q1 revenue between $34.6 billion and $35.8 billion, significantly above Wall Street's expectation of $33.27 billion, demonstrating sustained strong demand for AI and high-performance computing chips.
- Surge in Capital Expenditure: The company plans capital expenditures of $52-$56 billion for 2025, representing over a 27% increase from $40.9 billion in 2024, showcasing strong confidence in future growth.
Analyst Views on TSM
Wall Street analysts forecast TSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 348.25 USD with a low forecast of 290.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 327.110
Low
290.00
Averages
348.25
High
400.00
Current: 327.110
Low
290.00
Averages
348.25
High
400.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
