331.15

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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…

🧠 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]  

Tsmc share to rocket $350[Miser]  [Cool]  

Good and interesting read 

Pretty dope to see actually I've been a long-term investor and TSM. It's awesome to file for this break. I'll have.

🌟🌟🌟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

Memory upcycle likely still have strength to push forward.

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

Media market 

Tsmc earnings report $TENCENT(00700)$  

Yes, all these semiconductor and memory companies are intertwined.  What does these companies - Memory maker, foundry and equipment maker have in common. They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.

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

Current Market Trends and Analyst Expectations for the Semiconductor Industry 1. Overall Semiconductor Industry Outlook The chip industry is experiencing a rally, with a projected market size exceeding $2 trillion by 2032, driven by Artificial Intelligence (AI) and its associated infrastructure buildout. Global sales are anticipated to jump by 30% year-over-year, pushing the industry past the $1 trillion annual revenue mark in 2026, also fueled by an Al-led capital spending boom. Chipmakers are expected to end 2025 higher due to sustained investments in Al. 2. Foundry Sector Trends (e.g., TSMC, ASML, Tokyo Electron, Lam Research) Al-Driven Demand for Advanced Chips: The global surge in Al development significantly impacts customer demand for advanced semiconductor chips. Companies like TSM