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?
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- Bodoh·01-15 20:38Another 10% upside and it is already peakLikeReport