---
title: "$Taiwan Semiconductor(TSM.US)The EPS beat is nice, but the real story is hidden in the "Revenue "
description: "$Taiwan Semiconductor(TSM.US)The EPS beat is nice, but the real story is hidden in the "Revenue Breakdown."HPC has decisively overtaken Smartphone revenue. This marks a permanent shift: TSMC i"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000401628.md"
published_at: "2026-01-15T10:05:49.000Z"
author: "[AetherCore](https://longbridge.com/en/profiles/21854685)"
---

# $Taiwan Semiconductor(TSM.US)The EPS beat is nice, but the real story is hidden in the "Revenue 

$Taiwan Semiconductor(TSM.US)

The EPS beat is nice, but the real story is hidden in the "Revenue Breakdown."

HPC has decisively overtaken Smartphone revenue. This marks a permanent shift: TSMC is no longer a cyclical phone stock, but a secular AI infrastructure play.

Wall Street is still pricing it like a factory, but the data demands a re-rating to a tech platform.Selling now would be like selling Apple when it shifted from iPods to iPhones. The real growth phase has just begun.

Disclaimer: For sharing purposes only. Kindly do your own due diligence!

@Bridge Buzz SG

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---

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