---
title: "🔥 TSM Q4 Earnings Drop Tomorrow — AI Boom Driving Growth or Risks Ahead?"
description: "Don't miss out the TSM's AI earnings preview—bull vs bear views &amp; 2026 outlook. Surprise reward for commenters inside!"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000398737.md"
published_at: "2026-01-14T13:11:11.000Z"
author: "[Hotspot](https://longbridge.com/en/profiles/24747427)"
---

# 🔥 TSM Q4 Earnings Drop Tomorrow — AI Boom Driving Growth or Risks Ahead?

## **Strong 2025 Finish**

TSMC wrapped up 2025 with impressive numbers:

-   Q4 revenue: $32.8B, up 23.67% YoY
-   Full-year revenue: $122.7B, up 36.8% YoY
-   Net profit: $15B, up 31.58% YoY
-   **74% of revenue came from AI & advanced nodes**

💡 Clearly, AI demand is fueling growth in a big way.

## Bull vs Bear Debates

Sentiment is overwhelmingly bullish, but risks remain:

✅ **Bulls highlight:** AI demand surge, tech leadership, 2026 revenue growth up to 30%, GM >60%, and targets as high as $370+.

⚠️ **Bears caution:** Overseas costs may hit margins, AI spending could slow, and geopolitics/competition pose threats.

💭 Where do you stand ahead of earnings?

## **2026 Outlook & What to Watch**

2026 looks ambitious:

-   Revenue growth guided 23–30%
-   CapEx expected to jump toward $450–500B
-   Gross margin target ~60%

**Key takeaway:** High CapEx = strong confidence in 2nm & CoWoS demand. Can TSMC keep executing while managing costs?

## **🎁 Comment, Repost & Earn**

### **How are you positioning $Taiwan Semiconductor(TSM.US) ahead of earnings?**

A. Bullish – AI demand is just starting

B. Cautious – watching margins & geopolitics

C. Waiting for guidance before deciding

**📌 Comment and repost (as shown below) your thoughts,** **predictions, or trades to earn 388 Task Coins!**

‼️ Note: The event ends on **15 January 2026 at 12:30 PM**; rewards will be issued within 1-2 working days.

### Related Stocks

- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
