TSM gain everything and give it away.TAIWANSMFAC DRN forum
TSM gain everything and give it away.
2330 Taiwan Semiconductor (TSMC) reported a 44% year-over-year increase in Q2 revenue, reaching $30.1 billion, with net profit surging 61% to $12.8 billion, surpassing expectations due to improved margins. High-Performance Computing (HPC), including AI accelerators, contributed 60% of total revenue up from 52% last year. Advanced process nodes (3nm, 5nm, and 7nm) accounted for 74% of wafer revenue, with 3nm alone climbing to 24%, fueled by strong demand from Apple, NVIDIA, and AMD.The company raised its full-year 2025 revenue growth forecast from around 25% to roughly 30%, pointing to strong AI trends and expanded CoWoS (advanced packaging) capacity. While Q3 revenue is projected to hit $32.4 billion, Q4 is expected to dip slightly an uncommon pattern that has sparked speculation about early ordering due to potential tariffs, despite management downplaying this. TSMC is moving forward with its $38–42 billion capital expenditure plan, fast-tracking its Arizona facility in response to geopolitical risks. While customer demand appears stable, the company remains watchful of policy shifts and currency fluctuations.
TSM out of calls at $238.8 just to weak!!TSM entered calls at $239.39. Not days if this is going to popTSM posted record earnings and gave back the gains the very day next.TSM the one thing I can count on is for this to have good earnings and the day to give most if not all the gains back, the very next day!!! One of the weakest stocks in tech!!!TSM what happen today? when does it goes down when market go up?
TSM Great earnings and amazing company. Beat top and bottom, guidance lifted into ~30% growth with a company this size... it's not for everyone. Congratulations to all shareholders
TSM took 1/2 shares off the table today going into earnings.
TSM finally New ATH. Close here today and with no bad news or events over the weekend we will be in blue sky territory. With prospects of $240 by September.