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TSM earnings: Climb high or deep sigh?
On July 18, $Taiwan Semiconductor (TSM.US)$ , the largest chipmaker in the world, is expected to unveil its earnings report. As of July 15, it Show More
On July 18, $Taiwan Semiconductor (TSM.US)$ , the largest chipmaker in the world, is expected to unveil its earnings report. As of July 15, its stock price had surged by 22.28% since the last earnings announcement.

On July 10, $Taiwan Semiconductor (TSM.US)$ announced a 32.9% year-over-year growth in net revenue for June, totaling NT$207.87 billion. The company has also secured additional orders from $NVIDIA (NVDA.US)$ to produce Blackwell chips. It has commenced testing for its 2nm chips, with plans for mass production in 2025.

There are concerns regarding a potential AI bubble, with some drawing comparisons to the dot-com bubble era of the late 1990s and early 2000s.

🎙️Discussion: Do you think TSM's stock price will reach new highs? What trading strategies might you adopt?

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