TSMC: The AI Foundry Supremacy Still Has Room To Run [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
I downgraded TSMC to Buy earlier because I saw price action and fundamentals diverging, with increased risks of a broader market correction. Unfortunately, I was right. Q1 guidance implies 37.9% YoY revenue growth, with gross margins guided at 63-65% despite near-term dilution from overseas expansion and advanced node ramp. I remain curious (and optimistic at the same time) whether demand tied to Nvidia's Blackwell and Vera Rubin changes TSMC's FY26 outlook. Overall, I am bullish, but the macro is a main risk right now. That's why I am not upgrading TSMC as a Strong Buy until Hormuz reopens. JHVEPhoto/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing Company Limited aka TSMC ( TSM ) is just a few weeks away from reporting Q1 2026 earnings ( expected April 16th Giving how important this stock is in the AI trade, I considered writing
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News
- 2 Industrial Stocks You'll Wish You Bought in 2026 a Decade From Now [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- 2 Industrial Stocks You'll Wish You Bought in 2026 a Decade From Now [Yahoo! Finance]Yahoo! Finance
- FLTW: An AI Infra Bet Dressed Up As An EM ETF [Seeking Alpha]Seeking Alpha
- TSMC Japan 3nm Approval And Nvidia AI Demand Versus Current Valuation [Yahoo! Finance]Yahoo! Finance
- TSMC: Much More Than Just An AI Play, Recent Jitters Present A Great Opportunity [Seeking Alpha]Seeking Alpha
TSM
Earnings
- 1/16/26 - Beat
TSM
Sec Filings
- 4/1/26 - Form 4
- 3/31/26 - Form 3/A
- 3/31/26 - Form 4
- TSM's page on the SEC website