Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) will release earnings results for the fourth quarter, before the opening bell on Thursday, Jan. 15.Analysts expect the Hsinchu City, Taiwan-based company to report quarterly earnings at $2.71 per share, on revenue of $32.62 billion, according to data from Benzinga Pro.On Jan. 9, Taiwan Semiconductor Manufacturing stronger-than-expected results on a monthly and quarterly basis, with December-quarter revenue exceeding market forecasts.Taiwan Semico ...

Core Insights - Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is set to report its fourth-quarter 2025 earnings on January 15, with strong expectations driven by high demand for AI chips and its leadership in advanced semiconductor technologies [1] Revenue Projections - TSM projects fourth-quarter revenues between $32.2 billion and $33.4 billion, indicating a year-over-year increase of approximately 22% at the midpoint, with the Zacks Consensus Estimate at $32.63 billion, reflecting a growth of 21.4% year-over-year [2][10] AI Demand and Technology Leadership - The increasing adoption of AI in various sectors, including cloud services and consumer devices, is driving the demand for energy-efficient chips, with TSMC benefiting significantly from this trend due to its dominance in 3-nanometer and 5-nanometer manufacturing nodes [3] - TSM has seen strong demand for its AI-focused products, particularly in advanced packaging solutions, which have consistently exceeded supply, highlighting the company's critical role in AI and high-performance computing applications [4] Operational Challenges - Despite strong revenue momentum, TSM faces near-term challenges, including geopolitical tensions between the United States and China, which may impact overall revenue growth in the upcoming quarter [5] - Rising operational costs from TSM's global expansion efforts, including new fabs in Arizona, Japan, and Germany, are expected to negatively affect gross margins by 2-3% annually over the next few years as production ramps up [6] Earnings Outlook - Analysts remain optimistic about TSM's bottom-line growth, with the Zacks Consensus Estimate for fourth-quarter earnings revised upward to $2.76 per share, indicating a year-over-year growth of 21.4% [7]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks on Jim Cramer’s game plan for this week. Cramer noted that he expects a “monster quarter” from the company, as he said: “Taiwan Semi reports, yes, and that’s the manufacturing partner of both AMD and NVIDIA. It should be a monster quarter, but I think everyone knows that. I want to point out that NVIDIA stock has been incredibly weak despite a steady drumbeat of good news. Maybe a strong quarter from partner Taiwan Semi can ...

分析师认为，台积电有望再度交出强劲的季度业绩答卷，原因在于人工智能（AI）领域的红利 依旧强劲，且势头持续累积。 过去数个季度，台积电营收实现高速增长，利润率也不断扩张，这充分证明了公司具备把握 AI 红利的实力。 除了过硬的基本面，台积电在过去 12 个季度里，每一次财报都实现了业绩超预期，同时股价 也保持着强劲的上涨势头。 【如需和我们交流可扫码添加进社群】 台积电将于本周（1 月 15 日）发布第四季度财报，在财报即将出炉之际，正是更新分析观 点、前瞻业绩表现的好时机。 2025 年，台积电股价累计涨幅接近 51%，远超标准普尔 500 指数的表现。2026 年年初至 今，台积电股价同样走势稳健，涨幅达 6.5%，而同期标普 500 指数仅上涨 1.8%。 总体来看，过去九个月台积电股价飙升 103%，涨势如虹。14 日相对强弱指数（ RSI ）当前 读数为 65，这一指标也印证了其股价的强劲走势。而台积电坚实的基本面，正是其股价强势 表现的根本支撑。 作为全球规模最大的半导体晶圆代工企业，台积电是当下 AI 变革的主要受益者之一。 过去六 个季度，公司营收同比增速均超过 30%，远超过去五年 22.9 ...

正文 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 半导体先进封装的基本概念及政策梳理 ◆ Bump、RDL，Wafer、TSV技术是先进封装的四大关键技术要素。芯片行业进入后摩尔时代，先进封装成为后摩尔时代提升性能的主要技术。 助力芯片行业破除存储墙、面积墙、功耗墙、功能墙。 � 全球半导体产业链环节中，中国大陆在封装及封装设备领域已具备一定的国际竞争力，但是在EIDA、IP核、部分半导体材料、部分半导体设 备领域存在明显的卡脖子问题。随着先进封装在半导体产业链中重要性的不断提升,使用封装领域的优势来弥补其他方面的劣势变得尤为重 要。在此背景下, Chiplet封装技术的重要性凸显。 ◆ 在先进封装设备细分领域,半导体检测、量测设备;固晶机设备;混合键合设备值得重点关注。在先进封装材料细分领域,ABF载板、玻璃 基板、电镀液值得重点关注。 ◆ 展望未来，板级封装、CPO光电共封装、新型封装架构、极端环境封装、前沿材料封装和生物与神经形态封装具有一定前瞻性。其中，板级 封装、CPO光电共封装的工业实践价值较高;其他几项仍处于科研到实践的转化阶段。 ◆ 风险提示 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 台积电成熟制程迎转单 台积电持续调整成熟制程产能配置，供应链观察，这波调整不仅反映先进制程与先进封装资源快速 集中，也实际带动成熟制程需求外溢，业者看好，受惠者将以8吋平台、车用与工控长单客户基础 较深的业者最为明显，也让台湾三大成熟制程厂成为主要承接者。随着设备移转、产线整并与实际 客户转单陆续发酵，世界先进、联电与力积电今年起营运动能明显受惠。 界指出，2025年第三季，台积电通知客户旗下晶圆二厂（6吋）与晶圆五厂（8吋）规划2027年 底停产，并将提供最后投片时程，协助客户转厂或升级至12吋厂；台积电也证实除6吋晶圆制造业 务将逐步退出外，五厂8吋产能将整并至其他8吋厂。 业界解读，随着台积电把资源往先进制程与先进封装集中，成熟制程的供给结构势必重整，转单外 溢将成为台系成熟代工厂的重要成长来源。 业界最直接观察指标，是台积电已先以「设备移转」方式替成熟产能的再配置铺路。 2025年11 月，台积电董事会核准出售机器设备予子公司世界先进，交易金额约2,000万至2,300万美元（约 新台币6.21亿至7.14亿元）。供应链认为，由台积电释出成熟设备、子公司扩充8 ...

出品 | 中国能源报（c n e n e rg y） End 欢迎分享给你的朋友！ 台积电日前在美总投资金额规划为1650亿美元，但美国仍嫌不够。 美国商务部长卢特尼克近日透露，美方去年以违反"DEI（多元、公平及包容）条款"为 由，成功促使台积电追加1000亿美元建厂，同时暗示台积电还会继续扩大投资。此举再 度加深岛内对台积电变"美积电"的疑虑。 台湾"中央社" 1月12日称，台积电去年3月宣布对美国加码投资1 0 0 0亿美元，加上原先在 亚利桑那州投资6 5 0亿美元建晶圆厂的计划，总投资已达165 0亿美元。 大约一个月前，卢特尼克受访时曾表示，他认为特朗普政府将让台积电在美投资金额超过 2 0 00亿美元，1月8日他在接受一档美国播客节目采访时又提到了台积电。 来源：环球时报 编辑丨赵方婷 ...

Expected EPS of $2.76, marking a 23.2% increase from the same quarter last year.Projected revenue range of $32.2 billion to $33.4 billion, reflecting a 21.4% year-over-year increase.Valuation metrics indicate attractive investment potential, with a forward P/E ratio below 20 for fiscal year 2027.Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is a leading player in the semiconductor industry, known for its advanced process technologies and strong market position. As TSM prepares to release its quarte ...

格隆汇1月13日｜据外媒，美国12月CPI报告可能是今天日程上的重头戏，但对于股票来说，本周公布 的关键财报也不容忽视。大型银行将率先披露财报，今日摩根大通、纽约梅隆银行将交出成绩单，届时 摩根大通CEO戴蒙将发表他对市场和美国经济的看法。明日美国银行、花旗集团和富国银行也将陆续公 布财报，摩根士丹利、高盛和贝莱德则将在周四登场。除了大型银行外，达美航空今日也将公布财报。 此外，周四台积电将披露第四季度财报，作为芯片行业表现的风向标，在近期AI估值风险叙事盛行的 背景下，台积电的财报无疑是本周最受市场关注的。 ...

Taiwan Semiconductor Manufacturing could build as many as a dozen plants in Arizona, according to The Wall Street Journal. ...