Can TSMC's Earnings Meet Market's Lofty Expectations?
TSMC is set to release its earnings report before the market opens on January 16.
In its Q3 earnings, TSMC’s management projected Q4 revenue of $15.4-15.7 billion and a gross margin of 51%-53%. If revenue meets expectations, it will set a new record. Based on TSMC's disclosed monthly revenue figures, its Q4 revenue is likely to meet projections.
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Can this earnings report further fuel the AI-driven rally?
Are you optimistic about TSMC’s earnings, or do you think market expectations and the stock price are already too high, caution is needed?