I expect TSMC to deliver anoth-To The Moon - Tiger Brokers Online Investing Community - To The Moon

5
5
Favorite

Lanceljx
2025-10-14

I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.

Tariff exposure and how new U.S.–China measures could affect export flows.

Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.

2025 guidance updates, especially if management raises its AI-related revenue forecast again.

Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.
My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.

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

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.

5

Report

Comment（5）

Top
Latest

Valerie Archibald
·2025-10-15
TOP
TSM很有可能在2025年10月16日以更强的指引击败每股收益和收入（已经报告良好！），并将在10月16日触及350美元，此后不久将触及380-400美元。

Reply
Like
Report
Venus Reade
·2025-10-15
Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340

Reply
Like
Report
Reg Ford
·2025-10-15
Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!
Reply
Like
Report
Norton Rebecca
·2025-10-15
臺積電的3nm+CoWoS需求？人工智能的主導地位推動了我的看漲觀點！
Reply
Like
Report
MaudNelly
·2025-10-14
Your analysis is insightful
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":489021654245816,"tweetId":"489021654245816","gmtCreate":1760413430108,"gmtModify":1760433976489,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":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":"2026.02.10","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":502,"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":[],"coverImages":[],"html":"<html><head></head><body>I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.\n<p></p>\n<p>Tariff exposure and how new U.S.–China measures could affect export flows.</p>\n<p>Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.</p>\n<p>2025 guidance updates, especially if management raises its AI-related revenue forecast again.<br></p>\n<p>Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.<br>\n  My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.<br></p></body></html>","htmlText":"<html><head></head><body>I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.\n<p></p>\n<p>Tariff exposure and how new U.S.–China measures could affect export flows.</p>\n<p>Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.</p>\n<p>2025 guidance updates, especially if management raises its AI-related revenue forecast again.<br></p>\n<p>Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.<br>\n  My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.<br></p></body></html>","text":"I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings. My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/489021654245816","repostId":0,"isVote":1,"tweetType":1,"viewCount":1649,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":830,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":489400300265824,"commentId":"489400300265824","gmtCreate":1760502006545,"gmtModify":1760502011210,"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":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSM很有可能在2025年10月16日以更强的指引击败每股收益和收入（已经报告良好！），并将在10月16日触及350美元，此后不久将触及380-400美元。\n<br><br>","text":"TSM很有可能在2025年10月16日以更强的指引击败每股收益和收入（已经报告良好！），并将在10月16日触及350美元，此后不久将触及380-400美元。\n<br><br>","html":"TSM很有可能在2025年10月16日以更强的指引击败每股收益和收入（已经报告良好！），并将在10月16日触及350美元，此后不久将触及380-400美元。\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":489399938101600,"commentId":"489399938101600","gmtCreate":1760501918121,"gmtModify":1760501922765,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010991","authorId":10000000000010992,"name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","text":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","html":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489225345991432,"commentId":"489225345991432","gmtCreate":1760459201179,"gmtModify":1760459229468,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011020","authorId":10000000000011020,"name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","text":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","html":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489225295684360,"commentId":"489225295684360","gmtCreate":1760459188898,"gmtModify":1760459223471,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011021","authorId":10000000000011020,"name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"臺積電的3nm+CoWoS需求？人工智能的主導地位推動了我的看漲觀點！","text":"臺積電的3nm+CoWoS需求？人工智能的主導地位推動了我的看漲觀點！","html":"臺積電的3nm+CoWoS需求？人工智能的主導地位推動了我的看漲觀點！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489107492442576,"commentId":"489107492442576","gmtCreate":1760434403052,"gmtModify":1760446536956,"authorId":9000000000000487,"author":{"id":9000000000000487,"idStr":"9000000000000487","authorId":9000000000000487,"name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Your analysis is insightful","text":"Your analysis is insightful","html":"Your analysis is insightful","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}