台积电：业绩超预期-AI 需求真实且已验证，先进制程芯片短缺将持续
2026-01-16 02:56
Ac t i o n | 15 Jan 2026 10:05:29 ET │ 22 pages TSMC (2330.TW) Strong beat; AI demand is real and verified; Prolonged advanced node chip shortage CITI'S TAKE TSMC's results and outlook strongly beat market expectations and its previous guidance with GM/OPM reaching 62%/54% in 4Q25, net profit was NT$505.7bn (up 35% YoY and 12% QoQ), beating our expectation by 10%. Thanks to promising advanced node demand, in particular for AI, TSMC expects its 2026 revenue to be up nearing 30% YoY with long-term CAGR of 25% ...