Semi "Super Week": TSMC’s $17B Profit Goal vs. ASML’s Order Anxiety
TSM is set to report earnings on Thursday.
Q1 revenue is expected to surpass TWD 1.13 trillion (≈ $35.6 billion) for the first time, while net profit is projected to jump 50% YoY to TWD 542.6 billion (≈ $17.1 billion). If achieved, this would mark TSMC’s 9th consecutive quarter of profit growth.
ASML will report earlier on April 15.
Meanwhile, the latest supply chain intelligence indicates that Samsung Electronics has placed a massive order for around 20 EUV lithography machines worth approximately $4 billion for its Pyeongtaek P5 fab.