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Taiwan Semiconductor Newsroom
Taiwan Semiconductor's stock price is nearing a historical high! The "King of Asia's Stocks" exceeded expectations in Q4 performance, driving the Semiconductors Sector to collectively strengthen.
① Against the backdrop of a surge in demand for AI Chips, Taiwan Semiconductor's Q4 Earnings Reports easily exceeded market expectations; ② The company anticipates strong revenue growth through 2025, with capital expenditures significantly increasing to 38-42 billion dollars; ③ Driven by Taiwan Semiconductor's strong Earnings Reports and guidance, the company continues its upward momentum in Pre-Market Trading, propelling the Semiconductors Sector to strengthen collectively.
U.S. stock market morning | The three major Indexes slightly weakened, Taiwan Semiconductor surged over 5% after the earnings report; some quantum computing and Robot Concept stocks rose against the trend, with Arqit Quantum up over 40% and Symbotic up ov
On the evening of the 16th Beijing time, the market continued to focus on US Earnings Reports. Retail sales in the USA for December increased less than expected, and the number of initial jobless claims last week exceeded expectations.
Express News | U.S. stocks opened slightly higher, with the Dow Jones up 0.15%, the Nasdaq up 0.32%, and the S&P 500 Index up 0.22%. Taiwan Semiconductor rose nearly 6%, as the company's 2025 capital expenditure guidance exceeded expectations and rumors about CoWoS orde
AI demand has once again been proven! Taiwan Semiconductor's Q4 net profit increased by 57% year-on-year, exceeding expectations, with gross margin rising to 59%.
In Q4, Taiwan Semiconductor's Net income reached 374.7 billion New Taiwan dollars (approximately 11.4 billion US dollars), surpassing market expectations of 369.8 billion New Taiwan dollars. Sales amounted to 868.46 billion New Taiwan dollars, a year-on-year increase of 39%. The strong performance reflects investors' optimistic sentiment regarding the continuing growth in demand for AI Hardware, and this trend is expected to extend into 2025.
"TSMC CEO C. C. Wei Has Dismissed Recent Market Speculation Indicating Nvidia Is Cutting Back Its Demand For CoWoS Packaging Capacity" - DigiTimes Alert
US stock market outlook | Retail sales data for December in the USA fell back more than expected, with slight fluctuations in the three major futures; Taiwan Semiconductor rose over 5% before the market open, with Q4 performance exceeding expectations.
NVIDIA is up over 1% in pre-market trading, partnering with MediaTek to develop a flagship SoC for Windows on Arm; Robot Concept stock Symbotic surged over 26% in pre-market trading, as the company will acquire Walmart's advanced systems and robotics business.
U.S. stock market movement | Revenue and profit in Q4 2024 exceeded expectations, Taiwan Semiconductor (TSM.US) rose over 5% in pre-market trading.
On Thursday, Taiwan Semiconductor (TSM.US) rose over 5% in Pre-Market Trading, reaching $217.24.
Trump's nominated Secretary of the Treasury makes an appearance in Congress today; Taiwan Semiconductor's Earnings Report inspires enthusiasm for AI speculation | Highlights of the night.
1. Besant will attend the congressional hearing tonight, with the market focusing on descriptions of tax reduction, tariffs, and other policies; 2. Bank of America and Morgan Stanley reported impressive earnings, with Taiwan Semiconductor boosting the AI boom; 3. USA retail giants have raised their performance guidance for the holiday season; 4. Education star stocks: The number of Americans starting to learn Chinese has surged by 216%.
Pre-Market Trading Highlights | December 'scary data' is coming! Taiwan Semiconductor Q4 performance exceeded expectations.
Glonghui, January 16 | 1. The three major U.S. Equity Index futures are mixed, with Nasdaq futures up 0.33%, S&P 500 Index futures up 0.14%, and Dow futures down 0.19%. 2. Major European stock indices rose collectively, with the DEGUODAXZHISHU up 0.16%, UK FTSE100 Index up 0.6%, French CAC Index up 2.1%, and the Euro Stoxx 50 Index up 1.46%. 3. Taiwan Semiconductor's Q4 revenue increased by 38.8% year-on-year to NT$868.46 billion, and net profit after tax grew by 57.0% year-on-year to NT$374.68 billion, both exceeding expectations.
NVIDIA and Taiwan Semiconductor both denied rumors of order cuts for CoWoS, and Jensen Huang stated that the demand for advanced packaging is transforming.
When asked whether the company would cut orders for Taiwan Semiconductor's advanced packaging CoWoS, Huang Renxun stated that, despite the changing types of technology required, the company's demand for Taiwan Semiconductor's advanced packaging remains strong.
Nvidia Supplier Taiwan Semi Reports Profit Surge. AI Capacity Is 'Very Tight,' CEO Says.
Biggest Stock Movers Thursday: TSM, LUV, and More
Express News | Taiwan Semiconductor's Pre-Market Trading rose over 6%, with the company's 2025 capital expenditure guidance exceeding expectations, and rumors of CoWoS order cuts debunked.
Express News | Chairman of Taiwan Semiconductor: Expected revenue from AI accelerators may double by 2025.
Taiwan Semiconductor (TSM.US) expects a 25% year-on-year increase in sales in US dollars this year and denies that CoWoS has had orders cut, which would slow down the expansion.
According to comprehensive media reports, Taiwan Semiconductor's (TSM.US) Chairman Wei Zhe-jia believes that this year will be another strong growth year for the company, with sales expected to grow by about 25% in US dollars. The average annual compound growth rate for AI chips over the next five years is expected to reach the mid-range of 40%, whereas the average annual compound growth rate in US dollars over the past five years has been 20%. Regarding rumors that Taiwan Semiconductor's CoWoS has been receiving order cuts and slowing down expansion, Wei Zhe-jia clarified that this is false; the company continues to expand production to meet customer demands. In fact, the industry believes that the overall supply of Taiwan Semiconductor's CoWoS still cannot meet demand, even if customers are from
Driven by the AI boom, Taiwan Semiconductor's net income surged by 57% in Q4.
Taiwan Semiconductor (TSM.N)'s revenue and profit in the December quarter of 2023 exceeded Analyst expectations, boosted by the AI craze.
Express News | Taiwan Semiconductor Chairman Wei Zhejia: Entering 2025, we expect the outstanding Semiconductors inventory to recover to a level exceeding the healthy level of 2024.
Express News | Taiwan Semiconductor CFO: It is expected that the Business in the first quarter will be affected by the seasonality of Smart Phones.
Express News | ASML Holding shares rose over 3%, boosted by Taiwan Semiconductor's capital expenditure guidance.
Express News | Chairman of Taiwan Semiconductor, Wei Zhejia: Taiwan Semiconductor will not participate in the inauguration ceremony of Donald Trump, the elected President of the USA.