24H | TSMC Jumps over 4% as First-Quarter Revenue Handily Beats Market Forecast-To The Moon - Tiger Brokers Online Investing Community

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24H | TSMC Jumps over 4% as First-Quarter Revenue Handily Beats Market Forecast

Bloomberg04-10

Taiwan Semiconductor Manufacturing Co.’s quarterly revenue rose a larger-than-anticipated 42%, reflecting strengthening demand for AI servers and smartphones before US tariffs kicked in.That marked ...

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KienBoon
·04-10
This shows the very strong market demand for TSMC chips indeed. Hope that analyst and research institutions upgrade the target price of TSMC as soon as possible. They are normally quite fast to revise the target price of equities. LoL. Cheers [Happy]
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Management’s comments on the demand dynamics for leading-edge nodes (N2, N3), especially from key customers Apple and Qualcomm, N7 node recovery trajectory, US fab cost pressures from tariffs, the strategic relationship with Intel, and confirmation of extended CoWoS constraints will also be critical.- Charles Shum, analyst","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":422916182082248,"gmtCreate":1744265994186,"gmtModify":1744265998679,"author":{"id":"3583571359572641","authorId":"3583571359572641","name":"KienBoon","avatar":"https://community-static.tradeup.com/news/e7090d1e1d330d9f46f450df88abac91","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3583571359572641","idStr":"3583571359572641"},"htmlText":"This shows the very strong market demand for TSMC chips indeed. Hope that analyst and research institutions upgrade the target price of TSMC as soon as possible. They are normally quite fast to revise&nbsp;the target price of equities. LoL. Cheers&nbsp;[Happy]&nbsp;&nbsp;","listText":"This shows the very strong market demand for TSMC chips indeed. Hope that analyst and research institutions upgrade the target price of TSMC as soon as possible. They are normally quite fast to revise&nbsp;the target price of equities. LoL. Cheers&nbsp;[Happy]&nbsp;&nbsp;","text":"This shows the very strong market demand for TSMC chips indeed. Hope that analyst and research institutions upgrade the target price of TSMC as soon as possible. They are normally quite fast to revise the target price of equities. LoL. Cheers [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422916182082248","repostId":2526301305,"repostType":2,"repost":{"id":"2526301305","kind":"highlight","pubTimestamp":1744263591,"share":"https://ttm.financial/m/news/2526301305?lang=en_US&edition=fundamental","pubTime":"2025-04-10 13:39","market":"nz","language":"en","title":"24H | TSMC Jumps over 4% as First-Quarter Revenue Handily Beats Market Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2526301305","media":"Bloomberg","summary":"TAIPEI, April 10  - TSMC, the world's largest contract chipmaker, on Thursday reported first-quarter revenue of T$839.25 billion , beating market forecasts, as the company reaps the benefit from artificial intelligence demand.An LSEG SmartEstimate, drawn from 19 analysts, had predicted first-quarter revenue of T$835.66 billion.Taiwan Semiconductor Manufacturing Co  2330.TW is a major supplier to companies including Apple AAPL.O and Nvidia NVDA.O.","content":"<div>\n<p>Taiwan Semiconductor Manufacturing Co.’s quarterly revenue rose a larger-than-anticipated 42%, reflecting strengthening demand for AI servers and smartphones before US tariffs kicked in.That marked ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250410:nP8N3NB02Z:1\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Electronics manufacturers had stockpiled goods in US warehouses in anticipation of potential trade and shipping disruptions.The main chipmaker for Apple Inc. and Nvidia Corp. reported revenue of NT$839.25 billion ($25.5 billion) in the first three months of 2025. Analysts on average expected roughly NT$830.5 billion. The company reports full quarterly earnings next week.TSMC’s U.S.-listed shares jumped over 4% in overnight trading.Its results coincide with growing concerns about how tariffs may disrupt demand for electronics such as iPhones. Over the weekend, Americans rushed to pick up Apple’s marquee device, fearing it may raise prices to cover the additional cost.In March, TSMC Chief Executive Officer C.C. Wei and President Donald Trump jointly announced an additional $100 billion investment in US chipmaking, boosting the White House’s goal of bringing manufacturing back home. Trump credited rising tariffs for the extra outlay.More broadly, there are signs that the pace of spending on datacenters and AI chips may be slowing somewhat. Microsoft Corp., for one, has pulled back on projects around the world, suggesting it’s rethinking plans.Some analysts warned TSMC might have to cut its full-year revenue target for growth in the mid-20% range, reflecting global uncertainty and the potential hit to economies. Its outlook is overshadowed also by Trump’s threats to slap tariffs on semiconductor imports, although it is unclear when or whether that may happen.Still, TSMC remains the world’s leader in the production of advanced semiconductors used for artificial intelligence and smartphones. That could cushion the impact of tariffs or trade disruptions.Major tech companies including Alphabet Inc. and Meta Platforms Inc. haven’t revised plans to invest tens of billions of dollars in AI, or talked about a scaleback. 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