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Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper
Simply Wall St.1d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Stock Trades Rich On Cash Flow While Earnings Look Cheaper

Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...

How a Sony Veteran Is Overhauling the Company He Grew Up In
The Wall Street Journal1d agoneutral
How a Sony Veteran Is Overhauling the Company He Grew Up In

TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

TSMC to invest $1.8 billion in joint venture with Sony for image sensors
Reuters4d agoneutral
TSMC to invest $1.8 billion in joint venture with Sony for image sensors

Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens)

Japan’s chip subsidies may swing $6.4 billion Sony bet
TheStreet4d agoneutral
Japan’s chip subsidies may swing $6.4 billion Sony bet

Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...

Sony Group (TSE:6758), What Is Behind The Fresh Attention?
Simply Wall St.4d agoneutral
Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image sensors with TSMC. Over the same...

Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors
Insider Monkey5d agoneutral
Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony’s sensor design expertise with TSMC’s manufacturing scale, and it lands while both companies already show momentum in their core businesses. The […]

Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says
Reuters5d agoneutral
Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.

Why Sony Group (TSE:6758) Is Up 11.1% After Raising Full-Year Earnings Guidance – And What's Next
Simply Wall St.12d agoneutral
Why Sony Group (TSE:6758) Is Up 11.1% After Raising Full-Year Earnings Guidance – And What's Next

Sony Group Corporation has reported its first-quarter 2026 results, with sales rising to ¥2,837,771 million and net income to ¥342,161 million, alongside updated full-year guidance calling for ¥12,500,000 million in sales and ¥1,210,000 million in net income attributable to shareholders. These results highlight strong contributions from gaming, music and image sensors, while management’s higher full-year outlook comes despite flagged risks around memory markets and the Kumamoto earthquake...

Sony (TSE:6758) Stock Still Looks Cheap Despite Its 80% Five Year Run
Simply Wall St.12d agoneutral
Sony (TSE:6758) Stock Still Looks Cheap Despite Its 80% Five Year Run

Sony Group stock has delivered a 79.8% return over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples still point to the shares trading at a discount, which raises questions about how much of the company’s entertainment led progress is already reflected in the price. Over five years, Sony Group has returned 79.8%, which means long term holders have already seen strong gains even as current valuation checks still suggest room between...

Sony (TSE:6758) Stock Fair Value Edges Higher As Deal Talk Shapes Analyst Views
Simply Wall St.13d agoneutral
Sony (TSE:6758) Stock Fair Value Edges Higher As Deal Talk Shapes Analyst Views

The fair value estimate for Sony Group edges up from ¥4,657.05 to ¥4,752.27, signaling a modest reset in where analysts anchor their price targets. Recent research links this adjustment to how Sony Group is positioned in potential media and entertainment deals and to how analysts weigh both execution risks and possible corporate actions across the sector. In the sections ahead, you will see what is driving this evolving narrative and how to keep track of the next set of moves around Sony...