Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC: Set For New All-Time Highs
Taiwan Semiconductor Manufacturing Company Limited delivered record Q4 earnings, driven by surging AI chip demand and robust Data Center growth. TSMC achieved 25% Y/Y revenue growth in Q4 and 35% Y/Y net income growth, with gross margins rising to 62.3%, exceeding guidance and consensus estimates. TSM shares trade at a forward P/E below 20X, offering significant value versus other chip plays; a revaluation to a reasonable 25X P/E implies 26% upside potential.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q4 2025 Earnings Call Transcript
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q4 2025 Earnings Call Transcript
Taiwan Semiconductor's Q4 Earnings Should Ignite Rally Continuation
Taiwan Semiconductor Manufacturing Company Limited posted a strong Q4 double beat, with EPS up 5%+ and gross margin expanding to 62.3%. TSM's advanced technologies (7 nm and below) now drive 77% of wafer revenue, with 3 nm already at 28%, supporting margin expansion and future growth. Record CAPEX of $52-56B for 2026 targets advanced process nodes; management expects continued margin strength and top-line growth, defying consensus pessimism.
Wall Street Breakfast Podcast: TSMC, Lam Research Spark Early Market Rally
Taiwan Semiconductor (TSM) surged 5% after Q4 net profit rose 35% to NT$506B, beating estimates. Lam Research (LRCX) gained 6% on forecasts for 10%-15% WFE spending growth in 2026, exceeding prior expectations.
Here's why Taiwan Semiconductor (TSM) stock is soaring today
One of the most important companies in the world for the global digital infrastructure, Taiwan Semiconductor Manufacturing (NYSE: TSM) just surged 5.10% in overnight trading,
TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026
TSMC's stock jumps 5% after announcing a stonking set of 4Q numbers that have positive implications the companies it supplies and those who supply it.
TSMC's $16bn profit surge underlines staying power of AI chip demand
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) has once again underlined its central role in the artificial intelligence boom, posting a fourth-quarter profit that comfortably exceeded market expectations and highlighted the depth of demand for advanced chips. Net profit for the final three months of the year rose 35% from a year earlier to about $16 billion, while revenue climbed just over 20% to roughly $33 billion.
TSMC Ends 2025 With a Bang as AI Keeps Boosting Profits
The world's largest contract chip maker ended 2025 with another quarter of record earnings amid supply challenges and mounting pressure from the U.S. to bring semiconductor production to American soil.
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
The world's largest contract chipmaker has now posted year-over-year profit growth for eight consecutive quarters. TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer revenue during the quarter, as demand from AI servers remains strong.
TSMC Q4 profit jumps 35% to record, beats expectations
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record as it benefited from surging demand for semiconductors used in artificial intelligence applications.
AI-Driven Demand for Advanced Chips Likely to Boost TSM's Q4 Revenues
Taiwan Semiconductor's Q4 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising costs may have hurt profitability.
Taiwan Semiconductor: Another Blowout Earnings Look Inevitable
Taiwan Semiconductor Manufacturing Company Limited remains a Strong Buy ahead of Q4 earnings, driven by robust AI tailwinds and exceptional fundamentals. TSM has delivered 30%+ YoY revenue growth for six quarters and expanded margins, confirming its ability to capitalize on AI-driven demand. TSM stock valuation is compelling, with a forward P/E below 20 for FY2027 and a PEG ratio 30% below sector median, supporting further upside.
