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Total Assets$Taiwan Semiconductor(TSM.US)TSMC remains very confident in itself (and speaks with great swagger) 😂. In summary: I'm the number one in the world, and all my competitors are trash. I can raise prices, but I have to consider customer sentiment. My growth is fast, but I won't say it explicitly. I'm cocky because I have the strength to back it up!
TSM (Trans): Stays 'cautious', modestly lifts FY guide
Below are Dolphin Research's call notes for $Taiwan Semiconductor(TSM.US) FY26Q1. For our earnings analysis, please see 'TSMC: AI's true overlord — who can challenge it?'.
Key highlights are as follows. 1) Shareholder returns — the company pledged to steadily raise DPS on both an annual and quarterly basis. In Q1, it declared an NT$130bn cash dividend for 2025 Q2. 2) Guidance — Q2 revenue is guided to $39.0-40.2bn (+10% QoQ ...).
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