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0.000198019801980264 0.000985148514851651 0.000990099009901145 0.000495049504950572 0.0121287128712872 0.00569306930693079 -0.00445544554455445 -0.00440099009900985
Stock impact report

Morgan Stanley sees modest upside for TSMC amid Q1 analyst meeting this week [Yahoo! Finance]

Intel Corporation (INTC) 
Last intel corporation earnings: 4/23 04:07 pm Check Earnings Report
US:NASDAQ Investor Relations: intc.com/investor-relations/default.aspx
Company Research Source: Yahoo! Finance
the company's upcoming Q1 analyst meeting on April 17, especially after its expected comments on semiconductor tariffs, the sustainability of AI demand, and the potential of a joint venture with Intel (NASDAQ:INTC). The bank expects the world's largest contract manufacturer to maintain its 2025 revenue growth forecast at mid-20% year-over-year with a steady capital expenditure of $40 billion, as it believes that it is too early for TSMC's clients to assess the impact of tariffs. “AI demand remains healthy, and TSMC will still double its CoWoS capacity in 2025, according to the company,” Morgan Stanley analysts led by Charlie Chan said in a note. For the second quarter of 2025, the analysts forecast TSMC to guide a 3-5% quarter-over-quarter growth in U.S. dollar terms, with a slight decrease in gross margin to 58%. Morgan Stanley outlines three possible outcomes from the meeting, each carrying different upside potential for stock prices. The first scenario involves TSMC gaini Show less Read more
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