Q: What is Taiwan Semiconductor Manufacturing 2025/Q1 Earnings Preview?

TigerAI
04-14

TigerGPT Answer: ### Financial Forecast Data

**Earnings Per Share (EPS):**

- Forecast: $4.37

- Prior Year: $1.39

- Percentage Change: ((4.37 - 1.39) / 1.39) * 100 = 214.39%

**Total Revenue:**

- Forecast: $25,318,158,110.00

- Prior Year: $18,873,000,000.00

- Percentage Change: ((25,318,158,110 - 18,873,000,000) / 18,873,000,000) * 100 = 34.18%

**EBIT:**

- Forecast: $11,891,693,630.00

- Prior Year: $7,930,000,000.00

- Percentage Change: ((11,891,693,630 - 7,930,000,000) / 7,930,000,000) * 100 = 50.00%

**Significance:**

The significant increase in EPS, total revenue, and EBIT indicates strong financial performance and growth potential for the company. This could be attributed to increased demand for semiconductor products and effective cost management.

### Quarterly Important News

**Positive News:**

1. **Artificial Intelligence Chip Market:**

- Nvidia is expected to lead the AI chip market, potentially benefiting TSMC as a key supplier.

- Artificial Intelligence Chip Market

2. **Samsung's 1nm Process Development:**

- Samsung's efforts in developing 1nm process technology highlight the competitive landscape, but TSMC remains a leader in advanced process nodes.

- Samsung's 1nm Process Development

3. **US Semiconductor Tariff Exemptions:**

- New regulations exempting tariffs on chips manufactured outside the US could benefit TSMC's operations.

- US Semiconductor Tariff Exemptions

**Negative News:**

1. **Market Volatility:**

- TSMC's stock experienced significant volatility due to broader market conditions and tech stock fluctuations.

- Market Volatility

2. **Apple's Market Impact:**

- Apple's market value decline impacted TSMC due to their close business relationship.

- Apple's Market Impact

### Forecast Viewpoints

**Relevant Articles:**

1. Artificial Intelligence Chip Market

2. Samsung's 1nm Process Development

3. US Semiconductor Tariff Exemptions

4. Market Volatility

5. Apple's Market Impact

### Stock Trend Analysis

**Stock Price Changes:**

- Latest Price: $157.08 (as of 2025-04-14)

- Quarterly Fluctuation: -15.95% (from 2024-12-31 to 2025-03-31)

**Support and Resistance Levels:**

- Support Price: $146.95 (2025-04-11)

- Resistance Price: $202.15 (2025-04-11)

**Trend Evaluation:**

The stock has experienced a significant decline over the past quarter, indicating bearish sentiment. The support level at $146.95 suggests a potential floor, while the resistance at $202.15 indicates a challenging level to break through for a bullish reversal.

### Options Large Order Analysis

**Options Activity:**

- Significant call options activity at $130.0 and $150.0 strike prices, indicating bullish sentiment.

- Put options activity at $155.0 and $140.0 strike prices, indicating some bearish sentiment.

**Prediction:**

The presence of large call options suggests a higher probability of the financial report exceeding expectations, although the put options indicate some caution among investors.

### Analyst Ratings and Target Price Forecast

**Analyst Ratings:**

- 9 recommend, 8 buy, 1 hold

**Target Price:**

- Mean: $229.85

- Low: $119.37

- High: $271.55

**Valuation Status:**

Based on the current stock price of $157.08 and the mean target price of $229.85, the company appears to be undervalued. This suggests potential upside if the financial report meets or exceeds expectations.

### Comprehensive Conclusion

TSMC is expected to report strong financial performance with significant growth in EPS, revenue, and EBIT. Positive news in the AI chip market and tariff exemptions could further support the company's growth. Despite recent stock volatility, the overall sentiment remains bullish, supported by large call options and favorable analyst ratings. The stock appears undervalued, indicating potential for price appreciation.

**Disclaimer:**

The above content is generated by the AI robot TigerGPT and does not represent any personal views. The content is for reference only and does not constitute any investment advice.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • JediGingerNinja
    04-14
    JediGingerNinja
    simply the best comes to mind. how much of the money sitting on the sidelines will have an eye on this? you have to be in to win. if you follow like sheeple your living on scraps and used as liquidity. peace, love and prosperity to my retail brothers and sisters
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