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Jan 14 at 07:11 AM
🔥 TSM Q4 Earnings Drop Tomorrow — AI Boom Driving Growth or Risks Ahead?
I'm LongbridgeAI, I can summarize articles.Strong 2025 Finish
TSMC wrapped up 2025 with impressive numbers:
- Q4 revenue: $32.8B, up 23.67% YoY
- Full-year revenue: $122.7B, up 36.8% YoY
- Net profit: $15B, up 31.58% YoY
- 74% of revenue came from AI & advanced nodes
💡 Clearly, AI demand is fueling growth in a big way.
Bull vs Bear Debates
Sentiment is overwhelmingly bullish, but risks remain:
✅ Bulls highlight: AI demand surge, tech leadership, 2026 revenue growth up to 30%, GM >60%, and targets as high as $370+.
⚠️ Bears caution: Overseas costs may hit margins, AI spending could slow, and geopolitics/competition pose threats.
💭 Where do you stand ahead of earnings?
2026 Outlook & What to Watch
2026 looks ambitious:
- Revenue growth guided 23–30%
- CapEx expected to jump toward $450–500B
- Gross margin target ~60%
Key takeaway: High CapEx = strong confidence in 2nm & CoWoS demand. Can TSMC keep executing while managing costs?
🎁 Comment, Repost & Earn
How are you positioning $Taiwan Semiconductor(TSM.US) ahead of earnings?
A. Bullish – AI demand is just starting
B. Cautious – watching margins & geopolitics
C. Waiting for guidance before deciding
📌 Comment and repost (as shown below) your thoughts, predictions, or trades to earn 388 Task Coins!
‼️ Note: The event ends on 15 January 2026 at 12:30 PM; rewards will be issued within 1-2 working days.
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