1. It seems like the semicondu-To The Moon - Tiger Brokers Online Investing Community - To The Moon

1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM.

2. I'd think there is at least another 25% worth of upside in this stock.

3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.

TSMC & ASML Pop On Earnings: Semi Sector Goes Wild Again?

TSMC and ASML jump after the company delivered a strong earnings beat. Net profit jumped 35% YoY to T$505.7B, well above market expectations, while Q4 revenue climbed 20.5% YoY to T$1.05T. In U.S. dollar terms, revenue reached $33.7B, up 25.5% YoY, underscoring resilient AI-driven demand. EPS rose to T$19.50, reinforcing TSMC’s role as a core beneficiary of the global AI buildout. After a strong earnings beat, can AI demand keep TSMC’s growth momentum intact into 2026? With margins and profits accelerating, is the market still underpricing TSMC’s AI exposure?

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Net profit jumped 35% YoY to T$505.7B, well above market expectations, while Q4 revenue climbed 20.5% YoY to T$1.05T. In U.S. dollar terms, revenue reached $33.7B, up 25.5% YoY, underscoring resilient AI-driven demand. EPS rose to T$19.50, reinforcing TSMC’s role as a core beneficiary of the global AI buildout.\n\nAfter a strong earnings beat, can AI demand keep TSMC’s growth momentum intact into 2026?\nWith margins and profits accelerating, is the market still underpricing TSMC’s AI exposure?","image":"https://community-static.tradeup.com/news/595dd547b9d5417d3b3946cd96751693"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM.</p>\n<p>2. I'd think there is at least another 25% worth of upside in this stock.</p>\n<p>3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.</p></body></html>","htmlText":"<html><head></head><body><p>1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM.</p>\n<p>2. I'd think there is at least another 25% worth of upside in this stock.</p>\n<p>3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.</p></body></html>","text":"1. It seems like the semiconductor industry is entering a transitional supercycle where AI demand remains the primary growth engine for both foundries and memory manufacturers. And there seems to be upside in TSM. 2. I'd think there is at least another 25% worth of upside in this stock. 3. Foundries are currently favored for long-term stability due to their technological moats and pricing power in advanced nodes. Memory chips offer higher potential for short-term explosive gains due to the supply crunch but carry greater cyclical risk as capacity eventually balances.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/520557120373336","repostId":0,"isVote":1,"tweetType":1,"viewCount":278,"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":false,"length":483,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/520557120373336"}