[Earnings Season] Can TSMC Keep Rising in the AI Boom?
$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 earnings before the U.S. market opens on October 16 (Thursday).Analysts expect strong results — about NT$965.8 billion in revenue and NT$404.2 billion in profit (around US$13.5 billion).
🔍 What to Expect
AI demand is still booming. TSMC’s 3-nanometer chips are running at almost full capacity, and its advanced packaging lines are completely booked. Even with a stronger Taiwan dollar, most analysts think TSMC’s profit margin will stay above 55%. Overall profit may jump 28% from last year, hitting another record high.
Big banks like Morgan Stanley, Bank of America, and Barclays all raised their price targets to $330, calling TSMC the key winner in the global AI chip race.
Still, investors are watching for risks like U.S. tariffs and currency swings. There’s also talk about whether TSMC will raise its full-year outlook again and how fast its new Arizona factory will start production.
If results beat expectations, the stock could hit new highs. But if tariffs or currency issues hurt profits, we might see short-term volatility.
TSMC’s earnings call is scheduled for 2:00 PM Beijing Time on October 16, 2025. Click to RSVP for the live call.
🎁Events Details
What do you think will happen after the earnings?
💬 Comment below with your predicted closing price on October 16 (in USD, two decimal places).
📈 Are you bullish or bearish on TSMC? Tell us why!
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⏰Event Duration
October 13 –October 16, 12:00 PM SGT
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Tariff exposure and how new U.S.–China measures could affect export flows.
Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.
2025 guidance updates, especially if management raises its AI-related revenue forecast again.
Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.
My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.