My stock in focus today is
$Taiwan Semiconductor Manufacturing(TSM)$ , following a strong earnings report that reaffirmed its leadership in advanced chip manufacturing. AI-driven demand lifted revenue and profits to record levels, with gross margin above 62% and net margin near 48%, underscoring TSM’s pricing power at leading-edge nodes.
AI remains the main growth engine. High-performance computing now makes up over half of quarterly revenue, while AI accelerators contribute a double-digit share and delivered more than 100% growth for the full year. This momentum is supported by rising adoption of 3nm and 5nm processes, where tight capacity continues to enhance product value.
Attention is also on TSM’s aggressive 2026 capex plan of up to US$56 billion. Heavy investment in advanced nodes and packaging secures future capacity through 2027–2029, further widening the gap with competitors and reinforcing TSM’s central role in the global AI compute race.
@TigerStars @Tiger_comments
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