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 valua

Just now, January 15, 2026-$Taiwan Semiconductor Manufacturing (TSM) $Announced today that for the fourth quarter ended December 31, 2025, the company's consolidated revenue reachedNT $1.04609 trillion, net profitNT $505.74 billionDiluted earnings per shareNT $19.50(Yield per unit of ADR$3.14）。On a year-on-year basis, revenue growth in the quarter20.5%, both net profit and diluted earnings per share increased35.0%； QoQ Q3 2025, revenue growth5.7%, net profit growth11.8%。 All financial data are based onTaiwan Financial Accounting Standards(TIFRS), prepared on a consolidated basis.In U.S. dollars, fourth-quarter revenue was$33.73 billion, year-on-year growth25.5%, month-on-month growth1.9%。Gross profit margin for the quarter was62.3%, operating profit m

TSMC Attracts Big Put Option Trades Ahead of Earnings, Locking in Gains From 62% Rally $Taiwan Semiconductor Manufacturing(TSM)$   saw millions of dollars in block trades of put options that can shield their holders against a reversal of the American depositary receipts' (ADRs) 62% rally over the past year. In the first half hour of trading Wednesday, four block trades were posted involving put options that give their holder the right to sell a combined 1.57 million ADRs of the Taiwanese chipmaker at $330 each in the next 37 days. That strike price is less than $2 below the all-time high of $331.77 reached Monday. Those trades could help the buyers lock in gains or protect against volatility. The transaction

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  This tape is mispricing a volatility regime shift into $TSM earnings on 15 Jan. Price is not stalling, it is compressing, and when compression appears alongside rising institutional flow, short dated gamma and suppressed IV, it creates the highest probability environment for non linear price discovery. Taiwan Semiconductor is not trading like a mature foundry, it is trading like an AI infrastructure gatekeeper with a liquidity vacuum above the tape. $TSM is sitting at $325.40 (-1.75%) after printing a gap down and go from $324 to $333+ immediately following

AI generation will use energy and chips, so it will benefit TSMC @Chow81  @TigerCoinCenter  @Am3n_Tao  @TMENG88  @aiole @stwtan @JCz @小蝌蚪tadpole @Chooster @聪明可爱小韭菜  

$Taiwan Semiconductor Manufacturing(TSM)$  $Taiwan Semiconductor Manufacturing(TSM)$   Can TSMC Beat Expectations and Set New Highs Again? Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, has been one of the standout performers in the semiconductor sector — driven by AI demand, advanced process leadership, and strong earnings momentum. But as we head deeper into 2026, the big question for investors is: Can TSMC continue to beat expectations and push its stock to new highs? 1. A Strong Momentum Backed by Recent Beats TSMC’s latest quarterly performance shows solid fundamentals. Its Q4 2025 revenue rose

$Taiwan Semiconductor Manufacturing(TSM)$ Go Go Go! It has beat EPS estimates for 12 straight quarters, near-flawless. Analysts’ sentiment is bullish. 🚀🚀🚀😊 Thanks for the invite @1PC @Tiger_Earnings

My Guess is 350 TSMC wip still strong. Go Go Go

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]  

Just now, January 15, 2026-$Taiwan Semiconductor Manufacturing (TSM) $Announced today that for the fourth quarter ended December 31, 2025, the company's consolidated revenue reachedNT $1.04609 trillion, net profitNT $505.74 billionDiluted earnings per shareNT $19.50(Yield per unit of ADR$3.14）。On a year-on-year basis, revenue growth in the quarter20.5%, both net profit and diluted earnings per share increased35.0%； QoQ Q3 2025, revenue growth5.7%, net profit growth11.8%。 All financial data are based onTaiwan Financial Accounting Standards(TIFRS), prepared on a consolidated basis.In U.S. dollars, fourth-quarter revenue was$33.73 billion, year-on-year growth25.5%, month-on-month growth1.9%。Gross profit margin for the quarter was62.3%, operating profit m

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  This tape is mispricing a volatility regime shift into $TSM earnings on 15 Jan. Price is not stalling, it is compressing, and when compression appears alongside rising institutional flow, short dated gamma and suppressed IV, it creates the highest probability environment for non linear price discovery. Taiwan Semiconductor is not trading like a mature foundry, it is trading like an AI infrastructure gatekeeper with a liquidity vacuum above the tape. $TSM is sitting at $325.40 (-1.75%) after printing a gap down and go from $324 to $333+ immediately following

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 valua

$Taiwan Semiconductor Manufacturing(TSM)$  $Taiwan Semiconductor Manufacturing(TSM)$   Can TSMC Beat Expectations and Set New Highs Again? Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, has been one of the standout performers in the semiconductor sector — driven by AI demand, advanced process leadership, and strong earnings momentum. But as we head deeper into 2026, the big question for investors is: Can TSMC continue to beat expectations and push its stock to new highs? 1. A Strong Momentum Backed by Recent Beats TSMC’s latest quarterly performance shows solid fundamentals. Its Q4 2025 revenue rose

TSMC Attracts Big Put Option Trades Ahead of Earnings, Locking in Gains From 62% Rally $Taiwan Semiconductor Manufacturing(TSM)$   saw millions of dollars in block trades of put options that can shield their holders against a reversal of the American depositary receipts' (ADRs) 62% rally over the past year. In the first half hour of trading Wednesday, four block trades were posted involving put options that give their holder the right to sell a combined 1.57 million ADRs of the Taiwanese chipmaker at $330 each in the next 37 days. That strike price is less than $2 below the all-time high of $331.77 reached Monday. Those trades could help the buyers lock in gains or protect against volatility. The transaction

$Taiwan Semiconductor Manufacturing(TSM)$, 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

AI generation will use energy and chips, so it will benefit TSMC @Chow81  @TigerCoinCenter  @Am3n_Tao  @TMENG88  @aiole @stwtan @JCz @小蝌蚪tadpole @Chooster @聪明可爱小韭菜  

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

$Taiwan Semiconductor Manufacturing(TSM)$ Go Go Go! It has beat EPS estimates for 12 straight quarters, near-flawless. Analysts’ sentiment is bullish. 🚀🚀🚀😊 Thanks for the invite @1PC @Tiger_Earnings

My Guess is 350 TSMC wip still strong. Go Go Go

🧠 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

🌟🌟🌟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

$Taiwan Semiconductor Manufacturing(TSM)$ 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,

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

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

definitely, semiconductor industry to the moon for sure 

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

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…