dralhc
10-13

$Taiwan Semiconductor Manufacturing(TSM)$ 


Semi Conductors are bullish. TSMC earnings sure to be positive.


A trade war with China will break it all though. 

TSMC Hits Record Profit! Are Chip Stocks Back in Action?
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. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?
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