$Taiwan Semiconductor Manufacturing(TSM)$ 33% yoy growth in sales(7.8b) and about the same as the previous month(7.9b). They’re just working at full capacity. Most likely they’ll come in next quarter at 23.7b revenue next quarter beating the upper range expectations of 23.2b. Meaning 12.6b gross profit and 9b net profit. With 37% yoy growth in revenue, assuming my numbers are right, this should easily be a 1t dollar company with a stock price in the 190s but who knows how investors will react. Also September sales might be higher as I used conservative numbers for September sales, iPhone a18 chips and the possibility of Blackwell beginning could have them beat these numbers. Lastly they announced earlier that they were going to raise prices they charged customers to make their chips so depending on when that comes in might also be another positive tailwind. As for forward guidance, I highly expect them to raise it.
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