TSM Has Become the AI Factory of the New Digital Economy
1.
$Taiwan Semiconductor Manufacturing(TSM)$ plans to acquire a second major site in Arizona for up to six fabs as Phase 2 moves to 2-nanometer production.
That would make the U.S. home to TSMC’s most advanced node for the first time.
Serious scale coming.
Industrial facility exterior with large beige and gray building featuring TSMC logo on side multiple tall green cacti in foreground red sign reading TSMC Arizona Corporation Fab 21 on black base surrounded by desert shrubs yellow flowers and chain-link fencing under clear sky
2.
DELIVERED 😏
• Sales $33.1B vs Est. $31.5B
• EPS $2.92 vs Est. $2.59
• Gross margin 60% vs Est. 59%
• Net income $15.1B vs Est. $13.9B
• Advanced nodes (≤7nm) were 74% of wafer revenue
Q4 Guidance
• Sales $32.8B vs Est. $32.0B
• Gross margin 60% vs. Est. 57%
• Operating margin 50%
Red background with white bold text spelling TSMC centered prominently.
3.
$Taiwan Semiconductor Manufacturing(TSM)$ has become the AI factory of the new digital economy.
57% of TSMC’s sales now come from AI compute chips & only 30% from smartphones which signals the shift from devices to data centers.
Clearest confirmation yet that semiconductors are no longer cyclical products but the infrastructure reshaping how the world runs.
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