TSMC remains a top AI play, offering safety and value compared to peers, with robust AI-driven demand fueling growth. The Q2 revenue beat seems to be already locked in based on preliminary data. I expect a strong EPS beat as AI pricing power offsets new fab costs. While TSMC is no longer "dirt cheap," its valuation is justified by superior margins, a widening moat, and ongoing dividend growth.
TSMC , the world's main producer of advanced AI chips, is expected to post a 52% jump in second-quarter profit to record levels, though U.S. tariffs and a strong Taiwan dollar could weigh on its outlook.
The Zacks Expected Surprise Prediction (ESP) suggests GE Aerospace (GE) and Taiwan Semiconductor (TSM) could once again surpass their quarterly earnings expectations.
![]() 0LCV 18 Mar 2024 | Other | $0.43 Per Share |
![]() 0LCV 14 Dec 2023 | Other | $0.38 Per Share |
![]() 0LCV 14 Sep 2023 | Other | $0.37 Per Share |
![]() 0LCV 15 Jun 2023 | Other | $0.35 Per Share |
![]() 0LCV 16 Mar 2023 | Other | $0.36 Per Share |
15 Oct 2025 (In 3 months) Date | | - Cons. EPS | - EPS |
17 Jul 2025 (In 1 day) Date | | 2.31 Cons. EPS | - EPS |
16 Jul 2025 16 Jul 2025 Date | | - Cons. EPS | - EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
16 Jan 2025 Date | | - Cons. EPS | - EPS |
![]() 0LCV 18 Mar 2024 | Other | $0.43 Per Share |
![]() 0LCV 14 Dec 2023 | Other | $0.38 Per Share |
![]() 0LCV 14 Sep 2023 | Other | $0.37 Per Share |
![]() 0LCV 15 Jun 2023 | Other | $0.35 Per Share |
![]() 0LCV 16 Mar 2023 | Other | $0.36 Per Share |
15 Oct 2025 (In 3 months) Date | | - Cons. EPS | - EPS |
17 Jul 2025 (In 1 day) Date | | 2.31 Cons. EPS | - EPS |
16 Jul 2025 16 Jul 2025 Date | | - Cons. EPS | - EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
16 Jan 2025 Date | | - Cons. EPS | - EPS |
Semiconductors Industry | Technology Sector | C. C. Wei CEO | LSE Exchange | US8740391003 ISIN |
TW Country | 65,152 Employees | 16 Sep 2025 Last Dividend | 15 Jul 2009 Last Split | - IPO Date |