$Taiwan Semiconductor Manufact-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again!

Why many long-term investors remain bullish

TSMC has several characteristics that are difficult to replicate:

* Dominant leadership in advanced semiconductor manufacturing.

* Extremely high switching costs for customers.

* Essential supplier to virtually every major AI chip designer.

* Strong pricing power as demand exceeds supply.

* Multi-year visibility into AI-related capital spending.

Latest bullish news

1. Another blockbuster earnings beat

TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven growth.

2. AI demand remains far stronger than supply

The company continues to benefit from explosive demand from customers including Nvidia, Apple, AMD and Broadcom. Advanced packaging (CoWoS) and leading-edge nodes remain capacity constrained, giving TSMC significant pricing power.

3. Potential price increases

Reports indicate TSMC plans to increase foundry prices by as much as 10% beginning in 2027. The market’s positive reaction suggests investors believe customers have little choice but to accept higher prices because TSMC remains technologically unmatched.

4. Massive expansion continues

TSMC is investing heavily in Arizona and other global fabs while expanding advanced packaging capacity. Despite the enormous capex, AI demand has remained strong enough to support these investments.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

51

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":590458442461616,"tweetId":"590458442461616","gmtCreate":1785151542920,"gmtModify":1785202187505,"author":{"id":4118113478129062,"idStr":"4118113478129062","authorId":4118113478129062,"authorIdStr":"4118113478129062","name":"Feijoa8025","avatar":"https://community-static.tradeup.com/news/99a82f47d167b7acfe439f12ae57989a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.20","exceedPercentage":"93.74%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","name":" Tiger Idol","description":"Join the tiger community for 1500 days","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":197,"starInvestorFlag":false},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/7d3b6ab2ba1604eb6eb97644731b5779","width":"1038","height":"1618"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/7d3b6ab2ba1604eb6eb97644731b5779","width":"1038","height":"1618"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> I have topped up again!</p>\n<p>Why many long-term investors remain bullish</p>\n<p>TSMC has several characteristics that are difficult to replicate:</p>\n<p>* Dominant leadership in advanced semiconductor manufacturing.</p>\n<p>* Extremely high switching costs for customers.</p>\n<p>* Essential supplier to virtually every major AI chip designer.</p>\n<p>* Strong pricing power as demand exceeds supply.</p>\n<p>* Multi-year visibility into AI-related capital spending.&nbsp;</p>\n<p>Latest bullish news</p>\n<p>1. Another blockbuster earnings beat</p>\n<p>TSMC reported very strong Q2 2026 results, with revenue&nbsp;growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven growth.</p>\n<p>2. AI demand remains far stronger than supply</p>\n<p>The company continues to benefit from explosive demand from customers including Nvidia, Apple, AMD and Broadcom. Advanced packaging (CoWoS) and leading-edge nodes remain capacity constrained, giving TSMC significant pricing power.</p>\n<p>3. Potential price increases</p>\n<p>Reports indicate TSMC plans to increase foundry prices by as much as 10% beginning in 2027. The market’s positive reaction suggests investors believe customers have little choice but to accept higher prices because TSMC remains technologically unmatched.</p>\n<p>4. Massive expansion continues</p>\n<p>TSMC is investing heavily in Arizona and other global fabs while expanding advanced packaging capacity. Despite the enormous capex, AI demand has remained strong enough to support these investments.</p>\n<p><br></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/7d3b6ab2ba1604eb6eb97644731b5779\" tg-width=\"1038\" tg-height=\"1618\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> I have topped up again!</p>\n<p>Why many long-term investors remain bullish</p>\n<p>TSMC has several characteristics that are difficult to replicate:</p>\n<p>* Dominant leadership in advanced semiconductor manufacturing.</p>\n<p>* Extremely high switching costs for customers.</p>\n<p>* Essential supplier to virtually every major AI chip designer.</p>\n<p>* Strong pricing power as demand exceeds supply.</p>\n<p>* Multi-year visibility into AI-related capital spending.&nbsp;</p>\n<p>Latest bullish news</p>\n<p>1. Another blockbuster earnings beat</p>\n<p>TSMC reported very strong Q2 2026 results, with revenue&nbsp;growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven growth.</p>\n<p>2. AI demand remains far stronger than supply</p>\n<p>The company continues to benefit from explosive demand from customers including Nvidia, Apple, AMD and Broadcom. Advanced packaging (CoWoS) and leading-edge nodes remain capacity constrained, giving TSMC significant pricing power.</p>\n<p>3. Potential price increases</p>\n<p>Reports indicate TSMC plans to increase foundry prices by as much as 10% beginning in 2027. The market’s positive reaction suggests investors believe customers have little choice but to accept higher prices because TSMC remains technologically unmatched.</p>\n<p>4. Massive expansion continues</p>\n<p>TSMC is investing heavily in Arizona and other global fabs while expanding advanced packaging capacity. Despite the enormous capex, AI demand has remained strong enough to support these investments.</p>\n<p><br></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/7d3b6ab2ba1604eb6eb97644731b5779\" tg-width=\"1038\" tg-height=\"1618\"></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending. Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven growth. 2. AI demand remains far stronger than supply The company continues to benefit from explosive demand from customers including Nvidia, Apple, AMD and Broadcom. Advanced packaging (CoWoS) and leading-edge nodes remain capacity constrained, giving TSMC significant pricing power. 3. Potential price increases Reports indicate TSMC plans to increase foundry prices by as much as 10% beginning in 2027. The market’s positive reaction suggests investors believe customers have little choice but to accept higher prices because TSMC remains technologically unmatched. 4. Massive expansion continues TSMC is investing heavily in Arizona and other global fabs while expanding advanced packaging capacity. Despite the enormous capex, AI demand has remained strong enough to support these investments.","highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/590458442461616","repostId":0,"isVote":1,"tweetType":1,"viewCount":1058,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1328,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/590458442461616"}