Overview
- The chipmaker reports results Thursday before the market opens, with options pricing pointing to about a 5% swing in the stock after the release.
- TSMC already disclosed first‑quarter sales of NT$1.13 trillion (about $35.76 billion), a 35% jump from a year ago that topped forecasts.
- Analysts expect EPS of $3.30 on revenue near $35.35 billion, while LSEG’s SmartEstimate points to T$543.3 billion in net profit that would extend record earnings.
- Ahead of the report, Aletheia Capital lifted its target to a street‑high $600 and Bank of America moved to NT$2,530, with seven tracked analysts recommending Buy.
- Longer‑term builds in Arizona and new 3‑nanometre production in Japan aim to add capacity from 2027–2028, which could ease current bottlenecks for AI chips and advanced packaging.