From Nasdaq: 2025-01-17 11:00:00

Taiwan Semiconductor Manufacturing (TSM) posted strong Q4 2024 results, beating estimates for both top and bottom lines due to high demand for advanced chips used in AI applications. The company also provided a bullish outlook for AI demand, with earnings per ADR at $2.24 and revenues of $26.9 billion.

Investors looking to capitalize on TSM’s growth can consider ETFs with significant exposure to the chipmaker, such as SP Funds S&P World ex-US ETF (SPWO), SP Funds S&P Global Technology ETF (SPTE), VanEck Vectors Semiconductor ETF (SMH), Matthews Emerging Markets ex China Active ETF (MEMX), and Global X Emerging Markets ex-China ETF (EMM).

Taiwan Semiconductor benefits from the global AI boom and anticipates strong growth in AI accelerator demand. The company expects Q1 2025 revenues of $25-$25.8 billion and 2025 revenue growth in the mid-20s percentage range. TSM continues to lead in 3-nanometer and 5-nanometer technologies, with the 5-nanometer wafer accounting for 57% of total revenues.

ETFs like SP Funds S&P World ex-US ETF, SP Funds S&P Global Technology ETF, VanEck Vectors Semiconductor ETF, Matthews Emerging Markets ex China Active ETF, and Global X Emerging Markets ex-China ETF offer exposure to TSM and the semiconductor industry. These ETFs have varying assets under management, fees, and trading volumes, providing investors with different options to consider.



Read more at Nasdaq: AI Powers TSMC’s Q4 Earnings Beat: ETFs to Tap