2025-01-12 15:01
TSMC (TSM) Q4: Strong Earnings
Q4 earnings exceeded expectations, with significant revenue growth and strong performance from new plants in Japan and the US.
Despite some AI pessimism, TSMC's forward revenue and EPS growth are likely underestimated, suggesting shares are mispriced and have substantial upside potential.
With robust CapEx investments and increasing AI data center spending, I believe TSMC is well-positioned to continue outperforming in 2025
Big 2025 Ahead🚀