🔥 TSM Q4 Earnings Drop Tomorrow — AI Boom Driving Growth or Risks Ahead?
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.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
