Taiwan Semiconductor will host

Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI. The analyst also noted a more favorable competition landscape, with $Samsung Electronics Co., Ltd.(SSNLF)$ foundry and $Intel(INTC)$ foundry facing more difficulties as they move to more advanced nodes. Therefore, he modeled a mid-high single-digit price hike for 3nm and 5nm nodes and a 10%+ price hike for chip-on-wafer-on-substrate starting in 2025.

TSMC Earnings Beat! Will the Giant Save the Semi Trend?

TSMC posted a net profit of T$374.68 billion ($11.4 billion) for the quarter ended Dec. 31, a record high for any quarter. That was in line with the T$377.95 billion LSEG SmartEstimate drawn from 22 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate. Semiconductor shares gained in overnight trading with TSMC shares jumping 6%, Nvidia up 2%, ASML up 3%. ----------------- Will TSM earnings' beat save the semiconductor stock prices? Another all time high this week? What's your target price for TSM?

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The analyst also noted a more favorable competition landscape, with $Samsung Electronics Co., Ltd.(SSNLF)$ foundry and $Intel(INTC)$ foundry facing more difficulties as they move to more advanced nodes. 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