To The Moon

Bullish guess TSM closing price ~USD348.08 on Thursday with increase in revenue and earnings.

definitely, semiconductor industry to the moon for sure 

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading contract chipmaker, is set to report its full Q4 2025 earnings on January 15, 2026, at 2:00 PM Taiwan time (1:00 AM Eastern Time), followed by an earnings conference call. The quarter covers October to December 2025, and the results come amid strong demand for advanced semiconductors driven by AI infrastructure needs from clients like Nvidia, Apple, and Broadcom. TSMC has already pre-released its Q4 revenue figures on January 9, reporting NT$1.046 trillion (approximately $33.05 billion USD), which beat analyst estimates of around $32.73 billion and marked a 20.45% year-over-year (YoY) increase. For the full year 2025, revenue reached about $120 billion, up 31.6% YoY, underscoring the co

my guess the closing price will be $342 @Tiger_Earnings @MHh @DiAngel @rL @StarLuck @Success88

331.15

I just picked a Number 😂... more than 5% [Chuckle]. @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel @Shyon

Always wrong… so bet against me to increase your chances of success [Facepalm][Spurting][Tongue] I had opted for the first choice… just for fun…

$Taiwan Semiconductor Manufacturing(TSM)$ is set to report Q4 2025 earnings before the bell on January 15, 2026. As the world’s largest semiconductor foundry and a key beneficiary of the AI boom, all eyes are on whether TSM can deliver another beat expectations. Vote now and stand a chance to share 1,000 Tiger Coins!💡 What’s expected this quarter?Revenue: Forecast at $32.59B, up +23.3% YoYEPS: Expected at $2.47, up +31.7% YoY🚀 Why is this earnings so important?TSM has beat EPS estimates for 12 straight quarters, with near-flawless surprise historyAI momentum is still accelerating, with Nvidia and Foxconn reporting strong Q4 trendsAdvanced nodes (3nm/5nm) now make up over 60% of wafer revenue—higher ASPs, better marginsAnalyst sentiment is bullish,

🧠 TSMC Beats on AI Demand: Why This Quarter Matters More for 2026 Than 2024 TSMC’s Q4 revenue rose +20.45% YoY to T$1.046T, beating LSEG SmartEstimate and landing at the top end of company guidance. On the surface, this confirms what markets already know: AI demand remains strong. The deeper takeaway, however, is not the beat — it’s what hasn’t broken. Despite: • Elevated utilisation rates • Rapid node migration (5nm → 3nm) • Heavy capex over the past 2 years TSMC is still operating in a capacity-constrained environment at the leading edge. That tells us the AI cycle is structural, not cyclical. ⸻ 🔍 What the numbers are really saying 1️⃣ Revenue quality is improving, not just volume • Growth is being driven by advanced nodes, not trailing-edge recovery • AI accelerators carry higher ASPs a

TSMC's Performance and AI Chip Demand 1. AI Demand Outlook and Growth TSMC anticipates AI chip demand to increase at a compound annual growth rate (CAGR) of over 40% in the coming years, with actual demand potentially exceeding this forecast. This robust demand is a significant tailwind for TSMC, as it manufactures chips essential for nearly all AI technologies and is considered a pure-play AI stock. Deloitte estimates that $250 billion to $300 billion could be spent on AI data center chips this year, a substantial increase from $150 billion last year, which directly benefits TSMC. The overall semiconductor market is projected to grow by 26% in 2026, reaching $975 billion. 2. Production Capacity and Technological Advancement TSMC's advanced manufacturing processes are operating at high uti

TSMC Q4 Preview: The AI Gatekeeper Takes Center Stage $Taiwan Semiconductor Manufacturing(TSM)$  , the world's leading semiconductor foundry, will release its Q4 earnings report on January 15. The market is closely watching what kind of profit results this company, widely regarded as the ultimate "pick-and-shovel" play in the AI boom, will deliver. Option Market Signals Ahead of TSMC's highly anticipated earnings release on January 15, the options market is flashing cautionary signals as the put/call ratio has surged to an elevated 1.64 on total open interest of 1.76 million contracts, reflecting heightened demand for downside protection into the report. Implied volatility stands at 43.33%, commanding a substanti

[Cool]  [Happy]  [Miser]  

Tsmc share to rocket $350[Miser]  [Cool]  

Good and interesting read 

Pretty dope to see actually I've been a long-term investor and TSM. It's awesome to file for this break. I'll have.

🌟🌟🌟As $Taiwan Semiconductor Manufacturing(TSM)$  heads in Q4 earnings, the market is asking whether the memory upcycle will lift the entire semiconductor complex from TSMC to ASML, into a new phase of profitability?    Will AI orders continue to accelerate, pushing TSMC to new highs?  How much upside is left for memory names now that demand is sizzling hot? The truth is, we are entering a rare moment where both sides of the semiconductor world - foundry and memory, are strengthening at the same time. Foundry: TSMC and ASML are Riding the AI Wave  TSMC remains the backbone of the global AI infrastructure.  Every model, every inference engine, every data centre upgrade - they all run throug

Memory upcycle likely still have strength to push forward.

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

Media market 

Tsmc earnings report $TENCENT(00700)$  

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading contract chipmaker, is set to report its full Q4 2025 earnings on January 15, 2026, at 2:00 PM Taiwan time (1:00 AM Eastern Time), followed by an earnings conference call. The quarter covers October to December 2025, and the results come amid strong demand for advanced semiconductors driven by AI infrastructure needs from clients like Nvidia, Apple, and Broadcom. TSMC has already pre-released its Q4 revenue figures on January 9, reporting NT$1.046 trillion (approximately $33.05 billion USD), which beat analyst estimates of around $32.73 billion and marked a 20.45% year-over-year (YoY) increase. For the full year 2025, revenue reached about $120 billion, up 31.6% YoY, underscoring the co

Bullish guess TSM closing price ~USD348.08 on Thursday with increase in revenue and earnings.

🧠 TSMC Beats on AI Demand: Why This Quarter Matters More for 2026 Than 2024 TSMC’s Q4 revenue rose +20.45% YoY to T$1.046T, beating LSEG SmartEstimate and landing at the top end of company guidance. On the surface, this confirms what markets already know: AI demand remains strong. The deeper takeaway, however, is not the beat — it’s what hasn’t broken. Despite: • Elevated utilisation rates • Rapid node migration (5nm → 3nm) • Heavy capex over the past 2 years TSMC is still operating in a capacity-constrained environment at the leading edge. That tells us the AI cycle is structural, not cyclical. ⸻ 🔍 What the numbers are really saying 1️⃣ Revenue quality is improving, not just volume • Growth is being driven by advanced nodes, not trailing-edge recovery • AI accelerators carry higher ASPs a

definitely, semiconductor industry to the moon for sure 

TSMC Q4 Preview: The AI Gatekeeper Takes Center Stage $Taiwan Semiconductor Manufacturing(TSM)$  , the world's leading semiconductor foundry, will release its Q4 earnings report on January 15. The market is closely watching what kind of profit results this company, widely regarded as the ultimate "pick-and-shovel" play in the AI boom, will deliver. Option Market Signals Ahead of TSMC's highly anticipated earnings release on January 15, the options market is flashing cautionary signals as the put/call ratio has surged to an elevated 1.64 on total open interest of 1.76 million contracts, reflecting heightened demand for downside protection into the report. Implied volatility stands at 43.33%, commanding a substanti

$Taiwan Semiconductor Manufacturing(TSM)$ is set to report Q4 2025 earnings before the bell on January 15, 2026. As the world’s largest semiconductor foundry and a key beneficiary of the AI boom, all eyes are on whether TSM can deliver another beat expectations. Vote now and stand a chance to share 1,000 Tiger Coins!💡 What’s expected this quarter?Revenue: Forecast at $32.59B, up +23.3% YoYEPS: Expected at $2.47, up +31.7% YoY🚀 Why is this earnings so important?TSM has beat EPS estimates for 12 straight quarters, with near-flawless surprise historyAI momentum is still accelerating, with Nvidia and Foxconn reporting strong Q4 trendsAdvanced nodes (3nm/5nm) now make up over 60% of wafer revenue—higher ASPs, better marginsAnalyst sentiment is bullish,

TSMC's Performance and AI Chip Demand 1. AI Demand Outlook and Growth TSMC anticipates AI chip demand to increase at a compound annual growth rate (CAGR) of over 40% in the coming years, with actual demand potentially exceeding this forecast. This robust demand is a significant tailwind for TSMC, as it manufactures chips essential for nearly all AI technologies and is considered a pure-play AI stock. Deloitte estimates that $250 billion to $300 billion could be spent on AI data center chips this year, a substantial increase from $150 billion last year, which directly benefits TSMC. The overall semiconductor market is projected to grow by 26% in 2026, reaching $975 billion. 2. Production Capacity and Technological Advancement TSMC's advanced manufacturing processes are operating at high uti

my guess the closing price will be $342 @Tiger_Earnings @MHh @DiAngel @rL @StarLuck @Success88

🌟🌟🌟As $Taiwan Semiconductor Manufacturing(TSM)$  heads in Q4 earnings, the market is asking whether the memory upcycle will lift the entire semiconductor complex from TSMC to ASML, into a new phase of profitability?    Will AI orders continue to accelerate, pushing TSMC to new highs?  How much upside is left for memory names now that demand is sizzling hot? The truth is, we are entering a rare moment where both sides of the semiconductor world - foundry and memory, are strengthening at the same time. Foundry: TSMC and ASML are Riding the AI Wave  TSMC remains the backbone of the global AI infrastructure.  Every model, every inference engine, every data centre upgrade - they all run throug

I just picked a Number 😂... more than 5% [Chuckle]. @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @Aqa @DiAngel @Shyon

331.15

Always wrong… so bet against me to increase your chances of success [Facepalm][Spurting][Tongue] I had opted for the first choice… just for fun…

1. With Q4 earnings ahead, will AI orders drive TSMC to new highs? Likely, but not unconditionally. TSMC’s share price has been propelled by AI-related demand for advanced logic and accelerator chips. Analysts and trading data suggest AI infrastructure spending is a central driver behind forward earnings expectations and capacity utilisation. Foundry revenue has expanded strongly on the back of AI chip orders and products built on TSMC’s leading nodes (3nm and 2nm) have high margins and stickier customer demand.  Key considerations: AI backlog and advanced nodes: TSMC’s 2nm and advanced CoWoS packaging are core to AI chips for Nvidia, AMD and others, sustaining both revenue and margin leadership.  Guidance matters: The next leg higher will depend on guidance around capacity utili

[Cool]  [Happy]  [Miser]  

Tsmc share to rocket $350[Miser]  [Cool]  

Good and interesting read 

Pretty dope to see actually I've been a long-term investor and TSM. It's awesome to file for this break. I'll have.

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

Memory upcycle likely still have strength to push forward.

Yes, all these semiconductor and memory companies are intertwined.  What does these companies - Memory maker, foundry and equipment maker have in common. They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.