Most investors in the market today woke up to the fact that the technological sector may have to endure much greater volatility and uncertainty in the coming months and quarters. The reason for this topic is that Current shopping tariffs of President TrumpWhich are mainly focused on Chinese export, caused uncertainty in most portfolios and market prospects.
TAIWAN SEMICONDUCTOR ManUFACTURING today
Taiwan semiconductor production
As of 04.21.2025 203: 58
- 52-week range
- $ 125.78
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$ 226.40
- Dividend yield
- 1.46%
- P/e ratio.
- 21.03
- Value is valuable
- $ 212.00
Given that most chips manufacturers in the stock market work in Chinese factories, some of these fears are justified, but only until a certain point. Over the past couple of weeks, investors also understood where the pain points were lying, where the narrow places of mood formed and forced the president’s hand in the concession, a concession that arose in shape Freeing the Chinese export of chips from these trading tariffs.
Now that the sky is a little clear for the industry, the new path can be laid for further growth for investors to use the benefits.
With this in mind, investors will win, discussing the importance and key role that shares Taiwan semiconductor production NYSE: TSM To play in space and how its last quarterly results of income can form a future increase in the price of shares.
Starting with what is important: basics
Accepting macro vision on Taiwan semiconductor sharesOne thing is indisputable in modern global technology tuning: Without Taiwanese semiconductor would not be Nvidia Co. NASDAQ: NVDAIN Apple Inc. NASDAQ: Aaplor So many other operators and consumer electronics in the market today.
The presence of such a strong presence in the industry allows the Taiwanese semiconductor to command prices and remain one of the kings of space for a good reason. Perhaps that is why President Trump recently decided to release semiconductors and chips from deploying trading tariffs.
Bear merchants in this name clung to the fact that these tariffs will slow down the Taiwan business in the future, negatively affecting the earnings and, therefore, its assessment. Nevertheless, now that the biggest objection and fear, it seems, is mainly not on the way, without reaching a transaction, but by cleaning exceptions, this action It has a chance to show the markets how much it costs.
Roundup Earnings: Where is the stock of semiconductors Taiwan?
In the quarterly presentation of the company’s profit, investors may notice that the management mentioned the potential effect of tariffs, but not as the majority would have thought. Was There is no talk about fear, about any talk about reducing (even delaying) the leadership For finances, they move forward.
The knowledge that the company’s leaders are not afraid of the worst script in which everyone else began to be evaluated is a great start, but there is much more to find out in the release given. Revenues over the past year have grown by 40%Not the impetus that should be expected from business on the verge of a trade war.
Then, as it was already mentioned, the price of the company and the share of the market allowed it to maintain sufficient income to publish a little more than 60% of the increase in the annual profit per share (EPS), which, as most investors understand, will become the main factor in assessing the shares of the company.
Of course, this type of EPS growth for one year becomes seriously disconnected from the performance that was the shares itself during the same period. It is here that experienced investors can begin to feel the opportunity to cook, especially because, as expected, it turned out to be the worst quarter of the year, it turned out to be hot.
Today in the Taiwanese semiconductor promotion It is traded closer to 65% of its 52-week high levelWhere every bear thought that shares should be traded by assumption that these tariffs would destroy the volumes and new orders for the company. Nevertheless, they did not do this, and now they are basically not able to company through the exceptions made by President Trump.
The market took on the Taiwanese semiconductor
In addition to EPS growth and asymmetric opportunity In this action, due to how low it is traded compared to a 52-week high level, investors can look at where the rest of the market seeks to take semiconductor shares on Taiwan in the future.
One of the examples of this sensor may be the place where the analysts of the Wall -Strite see the head of the reserve.
As of April 2025, the target price for consensus for Taiwan up to 50.2% growth From today’s level. However, this is still not the best reflection of these expectations for the company.
On the day of announcements of income, analysts in Saskuekhanne decided to repeat Positive rating for shares, but also retaining much higher than $ 250 per share.
They called for 70.6% growthWhich does not seem unrealistic at all, given how much it is necessary to fix.
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