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07-19

πŸ’₯ TSMC Crushes Q2 β€” Will This Ignite a Chip Sector Comeback?

$Taiwan Semiconductor Manufacturing(TSM)$   just shocked the Street with a 61% YoY surge in Q2 profit, blowing past analyst forecasts πŸ”₯

Q3 guidance? $31.8–33B revenue β€” a massive leap from $23.5B a year ago πŸ’Ή

The stock popped +4% in the U.S. session β€” is this the moment chip bulls were waiting for? πŸ‘€


πŸ“ˆ Q2 Surprise Beat

TSMC delivered NT$247.8B in net income for Q2, well above the consensus of NT$237B.

Strong demand for high-end chips driving AI workloads and advanced 3nm production pushed margins back near 54%.

πŸ“Š Bullish Q3 Guide

The company now expects Q3 revenue between $31.8B–$33B, signaling accelerating momentum into H2 2025.

Management cited increasing orders from hyperscalers and a robust recovery in smartphone chip demand.


🧠 Sector Impact: All Eyes on Semis

$NVIDIA(NVDA)$   and $Advanced Micro Devices(AMD)$   have been riding the AI wave 🌊 β€” and now $TSM just threw gasoline on the fire.

$ASML also reported solid Q2 results… but flagged slower EUV demand in 2026 πŸ€”

Could $TSM’s strength offset that caution? Or will macro headwinds mute the sector-wide upside?


πŸ’‘ Is This the Turning Point?

After a choppy 3 months for semis, are we finally seeing confirmation of an AI-led rebound?

With enterprise AI adoption rising and hyperscaler capex accelerating, foundry demand could stay elevated into 2026.

But here’s the twist…

$TSM is now trading above 25x forward earnings. Is that justified β€” or are we chasing the top again?

Also, don’t forget about inventory digestion and geopolitical overhangs (Taiwan, China tension, etc.) 🧠


πŸ“£ Your Move, Investors

Are you loading up on $TSM after that guidance beat β€” or trimming into strength?

Will the rally spill over into $SOXX, $NVDA, or even beaten-down $INTC?

@TigerStars  @Tiger_comments  @Daily_Discussion  @TigerEvents  @TigerWire  

TSMC Beats and Leads! Chip Sector Rebound to Pick?
ASML delivered strong Q2 results but management warned that it may not be able to achieve growth in 2026. The stock fell 10%. Taiwan Semiconductor Manufacturing Co. reported a better-than-expected 61% jump in profit for the June quarter, bolstering confidence in the momentum of the global AI spending spree. TSMC expects Q3 revenue of $31.8-33 bln in its earnings call (vs Q3 2024 revenue $23.5 bln). TSM jumps 4% in the overnight trading and leads chip sector to rebound.
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