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TAIWAN SEMICONDUCTOR MANUFACTURING stock forum

13 hours ago

if it breaks through 220, it’s on its way to $225

3 days ago

TSMC posted a record-breaking fourth quarter, with revenue rising 37% year-over-year to $26.9 billion, exceeding expectations by $0.9 billion, and net profit jumping 57% to $11.6 billion. The High-Performance Computing (HPC) segment now accounts for 53% of total revenue, up from 43% last year, fueled by strong demand for AI chips. Revenue from 3nm technology made up 26% of wafer revenue, increasing from 20% last quarter, while 5nm technology contributed 34%, further solidifying TSMC’s leadership in advanced chip manufacturing.

Looking forward, the company projects AI-related revenue to double in 2025 after more than tripling in 2024. AI accelerators currently account for a mid-teens percentage of total revenue. TSMC has raised its capital expenditure forecast to between $38 and $42 billion (up from $30 billion in FY24), signaling a strong commitment to expanding capacity.

Despite challenges posed by U.S. export restrictions, TSMC believes the risks are manageable and is securing the necessary permits for affected clients. Its Arizona facility has also begun high-volume production, ensuring continued supply for major clients like NVIDIA, Apple, and AMD.

4 days ago

since they have made most of the options expiring 17/01 with highest open interest less valuable with those non-sense swings inspite of bullish forecasts, I guess next week 1st half should take it to 220+ , what’s your take? Do you expect some sort of tariffs or regulations imposed or relaxed on Monday?

And what on military spending comments president elect made previously?

5 days ago

was expecting this to boom after earnings. Wonder what’s going on.

An earnings like TSM should’ve had a big move unless there’s uncertainty.

Thinking out-loud.

Aight. Time to do use Google and do research!