$Taiwan Semiconductor (TSM.US)$is scheduled to release its full Q1 2025 earnings results on 17 April 2025, before the market opens. The consensus estimate for the revenues is expected to be between $25 billion and $25.8 billion. Zacks Consensus Estimate is pegged at $25.2 billion, indicating a rise of 33.6% from the year-ago quarter’s reported actuals. Zacks Consensus Estimate for first-quarter earnings is pegged at $2....
Here’s what I’ve got my eye on this week!! First up,$Taiwan Semiconductor (TSM.US)$is reporting earnings on Thursday morning—definitely one to watch. As the world’s largest chip foundry, TSMC plays a massive role in the global tech supply chain. Their numbers—and especially their guidance—will give us key insights into the AI boom, electronics demand, and broader global economic sentiment. But what’s really going to move the needle for U.S. markets is; $Netflix (NFLX.US)$, reportin...
$Taiwan Semiconductor (TSM.US)$closing price $155.80 (-0.81% from the previous day). And the reasons are. 1st, increasing volatility due to an uncertain economy. And 2ndly, the impact of the recent tariff announcement.
1. Technological Leadership & Innovation - Dominance in Advanced Nodes: TSMC leads in cutting-edge process technologies (e.g., 3nm, 2nm, and upcoming 1.4nm), which are critical for AI, HPC, and next-gen devices. Competitors like Intel and Samsung lag in yield and scalability, especially for advanced nodes like 3nm . - Advanced Packaging: TSMC’s CoWoS and SoIC technologies are unmatched, enabling high-performance AI chips (e.g., Nvidia’s GPUs) and securing p...
1. Whether TSMC’s (Taiwan Semiconductor Manufacturing Company) 3nm process can maintain its edge in AI chip demand through 2025 depends on a few key factors — technological, competitive, and market-driven. ✅ Strengths of TSMC's 3nm in AI Chip Demand: Power Efficiency & Performance: 3nm provides better performance-per-watt, which is crucial for both datacenter AI chips (like GPUs/NPUs) and mobile AI inference chips. High Yield & Reliability: TSMC has a reput...
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Taiwan Semiconductor Stock Discussion
The consensus estimate for the revenues is expected to be between $25 billion and $25.8 billion. Zacks Consensus Estimate is pegged at $25.2 billion, indicating a rise of 33.6% from the year-ago quarter’s reported actuals.
Zacks Consensus Estimate for first-quarter earnings is pegged at $2....
my nick just got banned.
will it climb higher so I can sell, or come lower for me to add position?i am so conflicted, please go higher, perhaps
$Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ $Apple (AAPL.US)$
$Palantir (PLTR.US)$ wah
First up, $Taiwan Semiconductor (TSM.US)$ is reporting earnings on Thursday morning—definitely one to watch. As the world’s largest chip foundry, TSMC plays a massive role in the global tech supply chain. Their numbers—and especially their guidance—will give us key insights into the AI boom, electronics demand, and broader global economic sentiment.
But what’s really going to move the needle for U.S. markets is;
$Netflix (NFLX.US)$, reportin...
- Dominance in Advanced Nodes: TSMC leads in cutting-edge process technologies (e.g., 3nm, 2nm, and upcoming 1.4nm), which are critical for AI, HPC, and next-gen devices. Competitors like Intel and Samsung lag in yield and scalability, especially for advanced nodes like 3nm .
- Advanced Packaging: TSMC’s CoWoS and SoIC technologies are unmatched, enabling high-performance AI chips (e.g., Nvidia’s GPUs) and securing p...
✅ Strengths of TSMC's 3nm in AI Chip Demand:
Power Efficiency & Performance: 3nm provides better performance-per-watt, which is crucial for both datacenter AI chips (like GPUs/NPUs) and mobile AI inference chips.
High Yield & Reliability: TSMC has a reput...
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