TSMC UP 6%！！！🔝

TSMC stated in its earnings call:

TSMC expects first-quarter sales to be between $25 billion and $25.8 billion, compared to the market estimate of $24.43 billion.

TSMC expects a first-quarter gross margin of 57% to 59%, compared to the market estimate of 56.9%.

TSMC expects a first-quarter operating margin of 46.5% to 48.5%, compared to the market estimate of 46.4%.

TSMC expects 2025 capital expenditures to be between $38 billion and $42 billion, compared to the market estimate of $35.15 billion.

TSMC expects a 20% revenue growth in 2025.

TSMC expects the AI accelerator industry to maintain a compound annual growth rate of 50% over the next five years.

This is positive news for NVIDIA, which also saw a significant increase in after-hours trading.$台积电(TSM.US) $英伟达(NVDA.US)