TSMC (TSM)

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Offer manufacturing expertise...

Under the proposed deal, TSMC would take a 20% stake in the new company and offer manufacturing expertise and personnel training
https://www.zerohedge.com/technology/in ... -first-era

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How $TSM makes money
https://x.com/Mayhem4Markets/status/1946286117143154722

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TSMC profit beats estimates in latest sign of robust AI spending
https://www.theedgesingapore.com/news/s ... i-spending

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How $TSM makes money
https://x.com/Mayhem4Markets/status/1979167211555103100

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Legendary veteran of TSMC, Wei-Ren Luo, moves to Intel… TSMC considering lawsuit against Luo
https://x.com/Jukanlosreve/status/1990570890963374529

[winston]

not vested

If you're looking for a cheat code for the build-out of AI, then you need Taiwan Semiconductor Manufacturing (NYSE: TSM).

The company is the biggest chip foundry in the world, which means that it manufactures the chips that are designed by Nvidia, Advanced Micro Devices, Broadcom, Qualcomm, and others.

Chipmakers flock to TSMC, as it's called, because it can make high-quality chips with smaller transistors -- and the smaller the transistor, the better the chip performs.

TSMC is expanding its operations to diversify from Taiwan -- a smart move considering the geopolitical pressures and tariff battles on the global stage today.

It's investing $165 billion to build out operations in Arizona, where it's already making Nvidia Blackwell chips.

Source: TMF

[winston]

not vested

If you're looking for a cheat code for the build-out of AI, then you need Taiwan Semiconductor Manufacturing (NYSE: TSM).

The company is the biggest chip foundry in the world, which means that it manufactures the chips that are designed by Nvidia, Advanced Micro Devices, Broadcom, Qualcomm, and others.

Chipmakers flock to TSMC, as it's called, because it can make high-quality chips with smaller transistors -- and the smaller the transistor, the better the chip performs.

TSMC is expanding its operations to diversify from Taiwan -- a smart move considering the geopolitical pressures and tariff battles on the global stage today.

It's investing $165 billion to build out operations in Arizona, where it's already making Nvidia Blackwell chips.

Source: TMF

[winston]

not vested

<Results>TSMC Quarterly NP Rises 35% YoY, Beating Forecasts

TSMC (TSMC.US), the world's largest foundry, released its 4Q25 results.

Quarterly net profit rose by 35% YoY to TWD505.7 billion (US$16.01 billion), beating market consensus of TWD478.4 billion.

Quarterly EPS reached TWD19.5, equivalent to US$3.14 per ADR.

Quarterly revenue was TWD1.0461 trillion, up 20.5% YoY and 5.7% QoQ/ In USD terms, revenue amounted to US$33.73 billion, up 25.5% YoY and 1.9% QoQ.

The shipments of its three advanced process nodes, naming 3nm/ 5nm/ 7nm, accounted for 28%/ 35%/ 14% of wafer sales revenue during the quarter each, totaling 77% of the total wafer revenue, the Company stated.

The Company's quarterly gross margin reached 62.3%, higher than 59% recorded in the same period last year.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

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How $TSM makes money
https://x.com/Mayhem4Markets/status/2011896922173554895

[winston]

not vested

<Research>HSBC Research: TSMC (TSM.US) ADR TP Elevated to US$520.62 as 1Q Results/ 2Q Guidance Beat

TSMC (TSM.US) 1Q26 revenue was TWD1.134 trillion, up 8% QoQ, HSBC Global Research issued a research report saying.

Gross margin reached 66.2%, exceeding its 63-65% guidance range and beating the expectations of both the broker and market.

Operating leverage drove operating margin to 58.1%, surpassing the 54-56% guidance range and also ahead of the forecasts of the broker and market.

Margin improvement lifted EPS to TWD22.08, 7%/ 6% above the estimations of the broker/ market.

Management guided 2Q26 revenue to grow 11% QoQ, higher than the typical seasonal growth of 6% and above the anticipations of the broker/ market of 8%/ 7%.

Supported by ongoing cost optimization measures and higher unit selling prices, 2Q26 gross margin guidance was 66.5%, higher than both predictions of the broker and market, while operating margin guidance of 57.5% also exceeded their expectations.

HSBC Global Research raised its 2026 EPS forecast for TSMC by 5.6%, reflecting a bullish 2Q26 guidance and higher full-year USD-denominated revenue forecasts.

Therefore, the broker elevated its target prices for TSMC's Taiwanese stock/ ADR from TWD2,700/ US$502.03 to TWD2,800/ US$520.62, with ratings kept at Buy.

Source: aastock.com

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN