Taiwan Semiconductor stated in the earnings call:
Taiwan Semiconductor expects first-quarter sales of $25 billion to $25.8 billion, while the market estimates $24.43 billion.
Taiwan Semiconductor expects a gross margin of 57% to 59% for the first quarter, while the market estimates 56.9%.
Taiwan Semiconductor expects an operating profit margin of 46.5% to 48.5% for the first quarter, while the market estimates 46.4%.
Taiwan Semiconductor expects capital expenditures of $38 billion to $42 billion in 2025, while the market estimates $35.15 billion.
Taiwan Semiconductor expects a 20% revenue growth in 2025.
Taiwan Semiconductor expects the AI accelerator industry to maintain a compound growth rate of 50% over the next five years.
Taiwan Semiconductor's stock price surged in after-hours trading, rising over 5%:
<img src="https://pub.pbkrs.com/uploads/2025/a59f543465bf239b50baee816bd4f0dd?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2025/a59f543465bf239b50baee816bd4f0dd"/>
Affected by Taiwan Semiconductor, NVIDIA rose over 1.4%, and ASML rose over 3%

Taiwan Semiconductor expects a gross margin of 57% to 59% in the first quarter, while the market estimates 56.9%

- TSMC forecasts first-quarter sales between $25 billion and $25.8 billion, exceeding market expectations of $24.43 billion.  
- The company anticipates a gross margin of 57% to 59% and an operating margin of 46.5% to 48.5%, both above market estimates.  
- TSMC also projects 2025 capital expenditures of $38 billion to $42 billion and a 20% revenue growth, with the AI accelerator sector expected to maintain a 50% compound annual growth rate over the next five years.

Taiwan Semiconductor's night session surged over 5%, conference call released positive news