Latest news with #NewTaiwanDollars
Yahoo
12-07-2025
- Business
- Yahoo
TSM Faces Currency Headwinds—Bernstein Trims Target, Maintains ‘Outperform'
Taiwan Semiconductor Manufacturing Company Limited (NYSE:) is one of the AI Stocks Making Waves on Wall Street. On July 9, Bernstein SocGen Group analyst Mark Moerdler lowered its price target on the stock to $249.00 from $251.00, while maintaining an 'Outperform' rating on the stock. The firm quoted rapid foreign exchange movements as a reason behind the price target adjustment. According to the firm, currency headwinds may create significant pressure on the company's margins and revenues. It now assumes an exchange rate of 32.5 New Taiwan dollars to 1 U.S. dollar in Q2 2025 and 29 for Q3 2025 and beyond. A close-up of a complex network of integrated circuits used in logic semiconductors. These currency shifts are anticipated to drive 5% headwind versus Taiwan Semi's guidance assumption in Q2 2025 and another 6% in Q3 2025. It also estimates foreign exchange pressure will impact Taiwan Semi's revenue by approximately 5.5% in 2025 and another 4-4.5% in 2026 for the full year. Nevertheless, the firm believes TSM's fundamentals will improve despite currency challenges. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial intelligence applications. While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
1 No-Brainer AI Stock That Could Soar By 150% In 5 Years
Taiwan Semiconductor is in a neutral position for the AI arms race. Management has given a bold growth prediction for the next five years. The stock doesn't have a huge premium attached to it. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The long-term returns for the broader stock market are about 10% annually, which causes the market to double around once every seven years. So, if you can pinpoint stocks that can soar 150% over the next five years, you'll have a great chance of beating the market with some margin of safety built in. One AI stock I've identified that can achieve that is Taiwan Semiconductor Manufacturing (NYSE: TSM). Taiwan Semiconductor is the leading chip fabricator worldwide and has nearly every big tech company as a client for its chips. Thanks to Taiwan Semiconductor's positioning, it can accurately project years into the future, which is where the 150% return level comes from. If you want to add another stock to your portfolio or increase your current TSMC holding, now could be an excellent time before the market wakes up to Taiwan Semiconductor's substantial opportunity. Taiwan Semiconductor, or TSMC, is a chip fabricator, and these orders are often placed years in advance due to high demand. For example, Taiwan Semiconductor's existing Arizona facility already sold out production through 2027, which means it likely has orders in its system for that facility through at least 2028. While there are some tariff concerns, semiconductors are exempt from reciprocal tariff levies as of this moment (although that could easily change). Furthermore, TSMC's CEO C.C. Wei stated in its first-quarter conference call that "we have not seen any change in our customers' behavior so far" when commenting on tariffs. Taiwan Semiconductor is more than generous with information to investors, offering monthly revenue updates throughout the year. In April, its revenue (in New Taiwan Dollars) was up 48% year over year and 40% in May. These numbers can fluctuate from year to year depending on how many working days there are from year to year (there were 23 working days in May during 2024 while only 22 in 2025), but it's still useful to check in on TSMC to get an idea of any large demand shifts. Clearly, Taiwan Semiconductor is doing great, but the 150% increase projection deals with the next five years, not the next five months. Management's long-term guidance given at the beginning of 2025 was for the company to grow AI-related revenue at a compounded annual growth rate (CAGR) of 45% for the next five years. That means AI-related revenue will rise 541% over the next five years. Overall revenue is expected to rise at nearly a 20% CAGR. If it achieves that level, then revenue will increase at a 149% pace. With fully mature companies like Taiwan Semiconductor, stock performance can be tied to revenue growth if margins aren't shrinking. Otherwise, returns are highly correlated to profit growth. As long as TSMC maintains its margins, profit and revenue growth likely will be equal. However, there is one caveat to this argument. Correlating stock returns with revenue growth is only true if the valuation is reasonable. A contracting multiple can wipe out a ton of revenue growth, but fortunately for investors, TSMC is valued at a reasonable level. At 22.9 times forward earnings, Taiwan Semiconductor is trading at nearly the same level as the broader market, as measured by the S&P 500 index, which trades at 22.5 times forward earnings. Common sense would lead investors to believe that because TSMC is expected to grow faster than the market, it should be valued at a premium to the market, but that's not the case. This mismatch will allow investors the chance to make a huge profit from buying and holding TSMC's stock for the next few years. Taiwan Semiconductor is one of the best stocks to buy on the market, and with its neutral position in the AI arms race, it's about as close as it gets to a surefire investment in the AI realm. Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Keithen Drury has positions in Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. 1 No-Brainer AI Stock That Could Soar By 150% In 5 Years was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
05-06-2025
- Business
- Business Wire
UMC Reports Sales for May 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) ('UMC'), today reported unaudited net sales for the month of May 2025. Revenues for May 2025 Period 2025 2024 Y/Y Change Y/Y (%) May 19,480,057 19,509,486 -29,429 -0.15% Jan.-May 97,793,544 93,882,976 3,910,568 4.17% Expand (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages (**) All figures are consolidated Additional information about UMC is available on the web at
Business Standard
20-05-2025
- Business
- Business Standard
In A Glorious Moment, 3 Students of Ajeenkya D Y Patil University Secure Prestigious Internships in Taiwan
VMPL New Delhi [India], May 20: In a remarkable feat of academic excellence and global exposure, three students from the School of Engineering at Ajeenkya D Y Patil University (ADYPU) have secured prestigious international internships at Yuan Ze University, Taiwan. The five-month internship, spanning from February 7 to June 30, 2025, reflects the university's strong commitment to fostering global competencies and innovative learning experiences among its students. The selected students -- Apurva Chatole, Vaibhav Tiwari, and Mayur Dhangar, all final-year CSE (AI) students graduating in 2025, are working on cutting-edge research projects during their time in Taiwan. Each student is also receiving a monthly stipend of 12,000 New Taiwan Dollars (NTD) as part of the program. Apurva Chatole is engaged in the field of Tiny Object Detection using YOLO (You Only Look Once), a deep learning-based object detection system. In addition to advancing her technical skills, she is also learning Chinese, immersing herself fully in the cultural and linguistic environment of Taiwan. Reflecting on her experience, Apurva said: - "The overall experience is overwhelmingly great. Learning about new cultures, meeting people from different countries, and working on international collaborations has given a new perspective to life. I am truly grateful to our Placement Team, our Dean, the SPCR team, and especially to our Hon'ble Vice Chancellor, who personally guided us through the process." Vaibhav Tiwari is working on model-level delay computation of multiple-input and single-input switching using a machine learning approach. He, too, is learning Chinese to strengthen cross-cultural communication during his internship. Speaking about his journey, Vaibhav said: - "This internship has been incredibly enriching, both personally and professionally. Engaging in international collaborations and gaining hands-on experience in a global environment has enhanced my technical and communication skills." Mayur Dhangar, also from the 2025 graduating batch, is pursuing his internship at Yuan Ze University, contributing to advanced research at the intersection of computer science and engineering. His work continues to uphold ADYPU's mission of cultivating next-generation innovators. Commenting on the achievement, Dr. Ajeenkya D Y Patil, President of Ajeenkya D Y Patil University, said: - "This accomplishment is a testament to the world-class talent nurtured at ADYPU and the global outlook we instill in our students. We believe in equipping our learners not just with academic knowledge, but with the mindset, resilience, and global perspective needed for the future. I am immensely proud of Apurva, Vaibhav, and Mayur for representing India and ADYPU on an international platform." Taiwan is also central to the world's technological scene, particularly as a semiconductor powerhouse -- the foundation of contemporary computing and artificial intelligence. With TSMC, the globe's leading contract chip manufacturer, Taiwan provides prospective engineers with more than cultural immersion -- immediate experience in one of the world's most sophisticated innovation environments. The achievement of these students supports the vision of ADYPU, which is based on innovation, international cooperation, and excellence in learning. Ajeenkya D Y Patil University provides a wide range of undergraduate as well as postgraduate courses such as engineering, car design, management, digital modeling, media, architecture, film making, and law. Situated within the D Y Patil Knowledge City in the city of Pune, the university always works towards producing globally competent professionals. The tireless efforts of the Placement Cell, the Dean, and the SPCR team, complemented by the individual mentorship of the Vice Chancellor, have played a crucial role in making these dreams a reality. ADYPU still reiterates its commitment to developing global leaders who are not only intellectually competent but also culture-sensitive and socially aware.
Business Wire
08-05-2025
- Business
- Business Wire
UMC Reports Sales for April 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) ('UMC'), today reported unaudited net sales for the month of April 2025. Revenues for April 2025 Period 2025 2024 Y/Y Change Y/Y (%) April 20,454,530 19,741,391 713,139 3.61% Jan.-Apr. 78,313,487 74,373,490 3,939,997 5.30% Expand (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages. (**) All figures are consolidated Additional information about UMC is available on the web at
