Zacks Investment Ideas feature highlights Taiwan, Apple, Nvidia and AMD

For Immediate ReleaseChicago, IL – March 4, 2025 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM, Apple AAPL, Nvidia NVDA and AMD AMD.Buy Taiwan Semi for Expansion Plans in the U.S.?Taiwan Semiconductor is making headlines on Monday, with the chip giant set to invest $100 billion for manufacturing plants in the United States. As the world’s largest integrated circuit foundry company, the investment would expand Taiwan Semiconductor’s presence in the U.S., after previously shelling out $65 billion to build fabrication facilities in Arizona.Strengthening the supply chain for chip-related materials, Taiwan Semiconductor’s products and services are critical to many U.S. firms, with its largest customer being Apple.Apple PartnershipTaiwan Semiconductor is a critical supplier to many of the notable chip manufacturers in the U.S., including Nvidia and AMD. However, Apple is by far its largest customer with processing systems for Apple MacBook computers, iPads, and iPhones being enhanced by TSMC technology.In 2023 it was reported that Apple contributed to a quarter of Taiwan Semiconductor’s revenue ($17 billion). Keeping in mind that Taiwan Semiconductor’s relations with the U.S. Government and American firms have continued to strengthen, it's noteworthy that the company’s revenue is expected to spike 26% in fiscal 2025 to $113.63 billion versus $90.08 billion last year. Plus, Taiwan Semiconductor’s top line is projected to expand another 19% in FY26 to over $135 billion.EPS Growth & Positive RevisionsKnown for its operational efficiency, Taiwan Semiconductor’s annual earnings are expected to soar 30% this year to $9.20 per share, compared to EPS of $7.04 in 2024. Even better, FY26 EPS is projected to increase another 20.Notably, FY25 and FY26 EPS estimates are up 4% and 1% in the last 60 days, respectively.TSM Price Performance & ValuationAmid recent market volatility, Taiwan Semiconductor stock has now dipped 9% through the first three months of 2025 but is still up +30% over the last year. In the last three years, it's noteworthy that TSM has gains of nearly +70%, to impressively outperform the broader indexes and Apple’s +48%.Trading around $178, TSM shares are at a 19.6X forward earnings multiple which is near their decade long median and well below a high of 34.4X during this period. At a slight discount to the benchmark S&P 500’s 22.4X, TSM may also be a cheaper way to get exposure to Apple’s market dominance with AAPL trading over $240 and 33.2X forward earnings.Conclusion & Final ThoughtsCorrelating with an expansive growth trajectory and a positive trend of earnings estimate revisions, Taiwan Semiconductor stock sports a Zacks Rank #2 (Buy).While China has called out Taiwan Semiconductor for “seeking to give away the island’s semiconductor industry to the U.S. for political support”, investors may agree that boosting its operations and investments in America will be lucrative considering the company’s client base of tech giants like Apple, Nvidia, and AMD.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks