Prize Quiz|TSMC Earnings Week: Can Strong Performance Lead Market Cap to Break Through $2 Trillion?

The core engine of global AI computing power, $Taiwan Semiconductor(TSM.US), is about to release its earnings report. The market expects its Q4 net profit to hit a record high, and Wall Street has recently raised its target price due to the "bottomless" demand for AI.

- Supply chain shortages: Demand for AI chips continues to surge. Peer SK Hynix recently announced an investment of approximately $13 billion to build a factory to address HBM shortages, with its 2026 capacity already fully booked, indirectly confirming the order volume from major clients like NVIDIA. As the leader in advanced processes and CoWoS packaging, TSMC is at the heart of the industry's boom.

- Earnings catalyst: Institutions predict a 29% YoY increase in Q4 EBIT, a 33% YoY increase in EPS, and a 23% YoY increase in revenue. If performance exceeds expectations, it could directly trigger a new round of rallies.

TSMC's market cap has already reached $1.72 trillion. Do you think it can break through and join the $2 trillion club by the end of January? Users who successfully predict the breakthrough before it happens will receive 500 mission coins!

台积电市值能否在1月底前突破2万亿美元?

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