$Taiwan Semiconductor Manufact

2025-10-14

$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @MillionaireTiger

TSMC Hits Record Profit! Are Chip Stocks Back in Action?

TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?

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Comments

Merle Ted
2025-10-15
Merle Ted
TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.
Valerie Archibald
2025-10-15
Valerie Archibald
A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM!
1PC
2025-10-15
1PC
Nice Sharing 😊 @JC888 @Barcode @Shyon @DiAngel @Shernice軒嬣 2000 @koolgal
DrewStrong
2025-10-15
DrewStrong
Exciting journey

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Thanks <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618821228\"> @MillionaireTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618821228\"> @MillionaireTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16\"></t-t></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @MillionaireTiger","highlighted":1,"essential":1,"paper":1,"likeSize":167,"commentSize":4,"repostSize":17,"favoriteSize":0,"link":"https://ttm.financial/post/489202431259112","repostId":0,"isVote":1,"tweetType":1,"viewCount":2711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":432,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":489495113748832,"commentId":"489495113748832","gmtCreate":1760525154368,"gmtModify":1760525159009,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","text":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","html":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":489495009009992,"commentId":"489495009009992","gmtCreate":1760525196339,"gmtModify":1760525200972,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM! 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