TSMC just blew past earnings e-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.

My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.

What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valuation with peers like ASML to see if the AI premium is fully priced in.

Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.

Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?

TSMC & ASML Pop On Earnings: Semi Sector Goes Wild Again?

TSMC and ASML jump after the company delivered a strong earnings beat. Net profit jumped 35% YoY to T$505.7B, well above market expectations, while Q4 revenue climbed 20.5% YoY to T$1.05T. In U.S. dollar terms, revenue reached $33.7B, up 25.5% YoY, underscoring resilient AI-driven demand. EPS rose to T$19.50, reinforcing TSMC’s role as a core beneficiary of the global AI buildout. After a strong earnings beat, can AI demand keep TSMC’s growth momentum intact into 2026? With margins and profits accelerating, is the market still underpricing TSMC’s AI exposure?

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Comments

Bodoh
01-15
Bodoh
Another 10% upside and it is already peak

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Net profit jumped 35% YoY to T$505.7B, well above market expectations, while Q4 revenue climbed 20.5% YoY to T$1.05T. In U.S. dollar terms, revenue reached $33.7B, up 25.5% YoY, underscoring resilient AI-driven demand. EPS rose to T$19.50, reinforcing TSMC’s role as a core beneficiary of the global AI buildout.\n\nAfter a strong earnings beat, can AI demand keep TSMC’s growth momentum intact into 2026?\nWith margins and profits accelerating, is the market still underpricing TSMC’s AI exposure?","image":"https://community-static.tradeup.com/news/595dd547b9d5417d3b3946cd96751693"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.</p>\n<p>My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.</p>\n<p>What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's&nbsp;valuation with peers like ASML to see if the AI premium is fully priced in.</p>\n<p><br></p>\n<p>Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.</p>\n<p>Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?</p></body></html>","htmlText":"<html><head></head><body><p>TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.</p>\n<p>My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.</p>\n<p>What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's&nbsp;valuation with peers like ASML to see if the AI premium is fully priced in.</p>\n<p><br></p>\n<p>Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.</p>\n<p>Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?</p></body></html>","text":"TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time. My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits. What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valuation with peers like ASML to see if the AI premium is fully priced in. Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move. 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