---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42715405.md"
description: "$Taiwan Semiconductor(TSM.US)TSM released strong earnings reportThis quarter's revenue, EPS, net profit, and gross margin all exceeded expectations;Next quarter's revenue outlook exceeds expectations;Significantly raised full-year capital expenditure expectations;Additional $100 billion investment in the US for building four new chip factoriesThe earnings report performed well, the AI narrative remains strong, although it fell pre-market, it doesn't affect the long-term trendFrom a valuation perspective2026 fiscal year valuation range 230.7-461.4Although the 419 closing price is not cheap, it is still within a reasonable range, unlike other semiconductor stocks that are severely overvaluedFollow-up:- It's not expected to fall particularly deep either. If it pulls back below 380 in the short term, it's a good opportunity to get in, but it's unclear if it will give this chance;- It won't rise particularly fast in the future either, as its market cap has already reached $2.18 trillion, ranking 6th in the US stock market, more likely to move steadily upwardUp 38.7% year-to-dateI believe it's still the second choice among AI long-term investment stocks, with no rivals in the chip manufacturing field!"
datetime: "2026-07-16T08:25:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42715405.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42715405.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42715405.md)
author: "[南瓜美股](https://longbridge.com/en/profiles/11897288.md)"
---

# $Taiwan Semiconductor(TSM.US)TSM released strong e…


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## Comments (1)

- **抄底被抄家 · 2026-07-16T08:28:26.000Z**: What's your first choice?