Nov 27, 2023 · May I ask what is the difference between the TSMC ADR (NYSE: TSM ) and the actual stock listed on the Taiwan Stock Exchange ( TPE: 2330 )? Below is a Bloomberg COMP screen. The difference in returns is 33.90% for the last 10 years. You don't see such a substantial difference for other ADRs. You can see the line diverges from time to time.

May I ask what is the difference between the TSMC ADR (NYSE: TSM ) and the actual stock listed on the Taiwan Stock Exchange ( TPE: 2330 )? Below is a Bloomberg COMP screen. The difference in returns is 33.90% for the last 10 years. You don't see such a substantial difference for other ADRs. You can see the line diverges from time to time.

Sep 11, 2023 · The only reason nvidia probably be dual sourcing is because tsmc CoWoS capacity is fully utilised. They literally dual sourced last generation for Ampere. Samsung 8nm for the gaming chips, the more efficient and dense TSMC 7nm for data center cards. What Apple specifically? I literally just described what about Apple specifically.

Feb 15, 2024 · The vast majority of TSMC investors are from outside of the country. This is the ownership distribution of TSMC stock published by TWSE as of today (02/15/2024): - Board members: 6.57% - Foreign institutional investor: 74.10% - Prop desk trader: 1.71% - SITs: 0.96% - other: 16.66%

Apr 10, 2022 · Taiwan Semiconductor Manufacturing Company (TSMC) has been on my wish list and if the stock continues to drop would it be a good invest to consider for long term despite the political tension? One of the main compelling point of this company for me is that based on the Q3 2021 data shows TSMC has a just over 53.1% market shares.

No. If I go full on in TSMC then I have a chance to loose it all. This is true for any company, and not just TSMC, however, TSMC has higher probability at the moment. An average investor should never invest heavily in one particular stock anyway. With that being said, i bought TSMC back when it was low two digits and still holding!

Oct 21, 2022 · the largest risk with TSM are the geopolitical concerns. at which point if they came to fruition the stock would plummet, even despite plans for a US TSM facility. recovery would depend on the extent of the conflict and end result. personally, I do not see such a conflict occurring but regardless of this, you will see TSM the stock in the $50s ...

TSMC's lower P/E compared to NVDA and AMD boils down to growth expectations and risk profiles. Nvidia and AMD are riding the wave (some call it a bubble) of AI. They have sky-high P/Es due to their bright earnings outlook. TSMC, despite being the backbone of the industry, gets a steadier valuation. It's all about perception.

Dec 31, 2022 · If China does invade Taiwan, TSMC is supplying more than 50% of global semiconductor market share. So, not only TSMC is screwed, all the tech stocks on Nasdaq will get screwed along with it such as apple, amd, nvidia whose supply chain comes from tsmc. They won’t be able to produce their products anymore.

Analysts, who have a Buy rating on the stock, raised the TSMC price target to NT$750 from NT$700.The investment bank expects TSMC to bounce back to ~20% revenue growth in 2024, led by inventory restocking, strong AI demand, and the rapid expansion in N3."Looking ahead, we believe N3 is likely to drive strong growth into 2025, while early ...