$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ The world's largest supplier of made-to-order chips gave investors an upbeat outlook and delivered fourth quarter earnings that beat analysts' estimates.

The supplier to $Apple(AAPL)$ , and $NVIDIA(NVDA)$ known as TSMC forecast revenue in the first quarter to reach $25 billion to $25.8 billion, bolstered by robust demand for chips that power artificial intelligence (AI) applications. That exceeded the $24.6 billion Bloomberg consensus.

The company also predicted gross margin could be between 57% to 59%, the midpoint of which is higher than the 57.2% analysts were anticipating, according to estimates compiled by Bloomberg.

TSMC Earnings Beat! Will the Giant Save the Semi Trend?

TSMC posted a net profit of T$374.68 billion ($11.4 billion) for the quarter ended Dec. 31, a record high for any quarter. That was in line with the T$377.95 billion LSEG SmartEstimate drawn from 22 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate. Semiconductor shares gained in overnight trading with TSMC shares jumping 6%, Nvidia up 2%, ASML up 3%. ----------------- Will TSM earnings' beat save the semiconductor stock prices? Another all time high this week? What's your target price for TSM?

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