$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @MillionaireTiger

TSMC Hits Record Profit! Are Chip Stocks Back in Action?

TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Merle Ted
10-15
Merle Ted
TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.
Valerie Archibald
10-15
Valerie Archibald
A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM!
1PC
10-15
1PC
Nice Sharing 😊 @JC888 @Barcode @Shyon @DiAngel @Shernice軒嬣 2000 @koolgal
DrewStrong
10-15
DrewStrong
Exciting journey

Leave a comment

167

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":489202431259112,"tweetId":"489202431259112","gmtCreate":1760457470289,"gmtModify":1760493068890,"author":{"id":4091884160412060,"idStr":"4091884160412060","authorId":4091884160412060,"authorIdStr":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":652,"starInvestorFlag":false},"themes":[{"themeId":"12831cffe0a54b50b395d9490be0c982","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"TSMC Hits Record Profit! Are Chip Stocks Back in Action?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":12831cffe0a54b50b395d9490be0c982}&rnconfig={\"headerBarHidden\": true}","description":"TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year.\nASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI.\n€5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts\n---------\n1. How do you view TSMC's record profits?\n2. Will they offer guidance on semiconductor cycle?\n3. Is AI still as hot as market signals?","image":"https://community-static.tradeup.com/news/9ba6b60e85675b6d33b730ad4768ebe7"}],"images":[{"img":"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618821228\"> @MillionaireTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618821228\"> @MillionaireTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/0bca3a8b41a0eb12252a9a6918c8ed16\"></t-t></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @MillionaireTiger","highlighted":1,"essential":1,"paper":1,"likeSize":167,"commentSize":4,"repostSize":17,"favoriteSize":0,"link":"https://ttm.financial/post/489202431259112","repostId":0,"isVote":1,"tweetType":1,"viewCount":2420,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":432,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":489495113748832,"commentId":"489495113748832","gmtCreate":1760525154368,"gmtModify":1760525159009,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","text":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","html":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":489495009009992,"commentId":"489495009009992","gmtCreate":1760525196339,"gmtModify":1760525200972,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM! \n ","text":"A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM! \n ","html":"A Ven diagram of the designers of AI silicon, whether it be NVDA AVGO AMD OpenAI or whoever you like, they all intersect at TSM! \n ","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489552569602888,"commentId":"489552569602888","gmtCreate":1760543077448,"gmtModify":1760543081484,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice Sharing 😊<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","text":"Nice Sharing 😊<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","html":"Nice Sharing 😊<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489349718782744,"commentId":"489349718782744","gmtCreate":1760493431188,"gmtModify":1760516405845,"authorId":9000000000000622,"author":{"id":9000000000000622,"idStr":"9000000000000622","authorId":9000000000000622,"name":"DrewStrong","avatar":"https://static.tigerbbs.com/e5ecc38edf311c72028e0bc22d2ca37a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489202431259112,"objectIdStr":"489202431259112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting journey","text":"Exciting journey","html":"Exciting journey","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/489202431259112"}