💥 TSMC Crushes Q2 — Will This Ignite a Chip Sector Comeback?
$Taiwan Semiconductor Manufacturing(TSM)$
Q3 guidance? $31.8–33B revenue — a massive leap from $23.5B a year ago 💹
The stock popped +4% in the U.S. session — is this the moment chip bulls were waiting for? 👀
📈 Q2 Surprise Beat
TSMC delivered NT$247.8B in net income for Q2, well above the consensus of NT$237B.
Strong demand for high-end chips driving AI workloads and advanced 3nm production pushed margins back near 54%.
📊 Bullish Q3 Guide
The company now expects Q3 revenue between $31.8B–$33B, signaling accelerating momentum into H2 2025.
Management cited increasing orders from hyperscalers and a robust recovery in smartphone chip demand.
🧠 Sector Impact: All Eyes on Semis
$NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ have been riding the AI wave 🌊 — and now $TSM just threw gasoline on the fire.
$ASML also reported solid Q2 results… but flagged slower EUV demand in 2026 🤔
Could $TSM’s strength offset that caution? Or will macro headwinds mute the sector-wide upside?
💡 Is This the Turning Point?
After a choppy 3 months for semis, are we finally seeing confirmation of an AI-led rebound?
With enterprise AI adoption rising and hyperscaler capex accelerating, foundry demand could stay elevated into 2026.
But here’s the twist…
$TSM is now trading above 25x forward earnings. Is that justified — or are we chasing the top again?
Also, don’t forget about inventory digestion and geopolitical overhangs (Taiwan, China tension, etc.) 🧠
📣 Your Move, Investors
Are you loading up on $TSM after that guidance beat — or trimming into strength?
Will the rally spill over into $SOXX, $NVDA, or even beaten-down $INTC?
@TigerStars @Tiger_comments @Daily_Discussion @TigerEvents @TigerWire
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