I expect TSMC to deliver anoth-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.

Tariff exposure and how new U.S.–China measures could affect export flows.

Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.

2025 guidance updates, especially if management raises its AI-related revenue forecast again.

Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.
My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.

# TSMC Hits Record Profit! Are Chip Stocks Back in Action?

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Valerie Archibald
·10-15
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TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.

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Venus Reade
·10-15
Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340

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Reg Ford
·10-15
Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!
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Norton Rebecca
·10-15
TSMC’s 3nm + CoWoS demand? AI dominance fuels my bullish take!
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MaudNelly
·10-14
Your analysis is insightful
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Are Chip Stocks Back in Action?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":12831cffe0a54b50b395d9490be0c982}&rnconfig={\"headerBarHidden\": true}","description":"TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year.\nASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI.\n€5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts\n---------\n1. How do you view TSMC's record profits?\n2. Will they offer guidance on semiconductor cycle?\n3. 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Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.\n<p></p>\n<p>Tariff exposure and how new U.S.–China measures could affect export flows.</p>\n<p>Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.</p>\n<p>2025 guidance updates, especially if management raises its AI-related revenue forecast again.<br></p>\n<p>Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.<br>\n  My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.<br></p></body></html>","htmlText":"<html><head></head><body>I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat.\n<p></p>\n<p>Tariff exposure and how new U.S.–China measures could affect export flows.</p>\n<p>Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification.</p>\n<p>2025 guidance updates, especially if management raises its AI-related revenue forecast again.<br></p>\n<p>Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings.<br>\n  My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.<br></p></body></html>","text":"I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I expect the stock to rally post-earnings. My prediction: bullish bias, with a potential close around US$326.80 on 16 October as optimism on AI demand outweighs macro concerns.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/489021654245816","repostId":0,"isVote":1,"tweetType":1,"viewCount":1027,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":830,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":489400300265824,"commentId":"489400300265824","gmtCreate":1760502006545,"gmtModify":1760502011210,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n<br><br>","text":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n<br><br>","html":"TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":489399938101600,"commentId":"489399938101600","gmtCreate":1760501918121,"gmtModify":1760501922765,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010991","authorId":10000000000010992,"name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","text":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","html":"Tomorrow looks like pop off day so I’ll revise my $320 on Thursday to $340\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489225345991432,"commentId":"489225345991432","gmtCreate":1760459201179,"gmtModify":1760459229468,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011020","authorId":10000000000011020,"name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","text":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","html":"Arizona fab ramp + 55%+ margins? TSMC’s outlook feels solid!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489225295684360,"commentId":"489225295684360","gmtCreate":1760459188898,"gmtModify":1760459223471,"authorId":10000000000011020,"author":{"id":10000000000011020,"idStr":"10000000000011021","authorId":10000000000011020,"name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"TSMC’s 3nm + CoWoS demand? AI dominance fuels my bullish take!","text":"TSMC’s 3nm + CoWoS demand? AI dominance fuels my bullish take!","html":"TSMC’s 3nm + CoWoS demand? AI dominance fuels my bullish take!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":489107492442576,"commentId":"489107492442576","gmtCreate":1760434403052,"gmtModify":1760446536956,"authorId":9000000000000487,"author":{"id":9000000000000487,"idStr":"9000000000000487","authorId":9000000000000487,"name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489021654245816,"objectIdStr":"489021654245816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Your analysis is insightful","text":"Your analysis is insightful","html":"Your analysis is insightful","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}