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The world's largest semiconductor contract manufacturer. $Taiwan Semiconductor (TSM.US)$is scheduled to announce the earnings for the fourth quarter of fiscal year 2024 on January 16.
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
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What are the key points to focus on in the 4Q earnings call?
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...
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I am a complete beginner who is new to the stock market and doesn't understand anything about it! Thank you in advance!
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Those who want to "save money" in 2025
Things about "money" to do by the middle of January 💰
① Total inspection of Assets
People who save money consistently every year check the balance of each account ☝️
Ideally this should be done monthly, but for busy individuals, let's summarize it at the year-end and New Year ♪
There might be cash hidden in unexpected places...⁉
At such times, it might be a good idea to invest it as well ✨
2. Prepare for household budget management.
Thoroughly managing monthly expenses is a basic principle of asset formation.👍
If you don't feel like you're actually using electronic management such as credit cards, handwritten notes are also good.📝
Assume the budget needed for one year.
Let's create this year's budget based on last year's expenses ♪
List and prepare special expenses to be used for daily life and trips 🌟
By preparing in advance, you can expect to reduce unnecessary expenses!
This year, if you want to save money, try practicing it♪
If you don't want to experience only saving and painful feelings, let's incorporate shareholder benefits 💐✨
Things about "money" to do by the middle of January 💰
① Total inspection of Assets
People who save money consistently every year check the balance of each account ☝️
Ideally this should be done monthly, but for busy individuals, let's summarize it at the year-end and New Year ♪
There might be cash hidden in unexpected places...⁉
At such times, it might be a good idea to invest it as well ✨
2. Prepare for household budget management.
Thoroughly managing monthly expenses is a basic principle of asset formation.👍
If you don't feel like you're actually using electronic management such as credit cards, handwritten notes are also good.📝
Assume the budget needed for one year.
Let's create this year's budget based on last year's expenses ♪
List and prepare special expenses to be used for daily life and trips 🌟
By preparing in advance, you can expect to reduce unnecessary expenses!
This year, if you want to save money, try practicing it♪
If you don't want to experience only saving and painful feelings, let's incorporate shareholder benefits 💐✨
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We have been prioritizing preparations for 2025 in 2024.![]()
I would like to continue thinking about how to expand my assets significantly in 2024.![]()
The goal is to first achieve an asset of 0.1 billion, which is still a long way to go, but I would like to steadily work towards achieving it.![]()
Started operation at Mu Mu in September 2023, here are the previous earnings.![]()
I would like to focus on trading that will not lose so that I can continue to increase from now on.![]()
I would like to continue thinking about how to expand my assets significantly in 2024.
The goal is to first achieve an asset of 0.1 billion, which is still a long way to go, but I would like to steadily work towards achieving it.
Started operation at Mu Mu in September 2023, here are the previous earnings.
I would like to focus on trading that will not lose so that I can continue to increase from now on.
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• Quantum stocks
At the beginning of this year, it was said that it would take 10 years for practical use of quantum computers, but by autumn it began to be said that practical use could be achieved in 5 years.
In the context where the United States, China, and various countries around the world are engaged in a hegemonic competition in this new technology that is said to potentially become a game changer next year, Quantum stocks are expected to attract even more attention.
There is a movement in the American government to provide support such as subsidies to overcome the development competition.
However, brands for quantum resistance and cybersecurity for quantum computers may succeed in commercialization early and start generating revenue.
• AI Software Brands
The AI boom is still ongoing
In the coming years, the "AI revolution" will finally enter its initial stages, and AI will begin to permeate society and start transforming it.
It is believed to be brought about by edge AI and AI software companies specializing in specific industries.
In the coming years, small-cap stocks of unmanned drones, robotics, and other AI software brands are expected to experience a bubble-like increase in stock prices, with the potential to exceed tenfold growth.
At the beginning of this year, it was said that it would take 10 years for practical use of quantum computers, but by autumn it began to be said that practical use could be achieved in 5 years.
In the context where the United States, China, and various countries around the world are engaged in a hegemonic competition in this new technology that is said to potentially become a game changer next year, Quantum stocks are expected to attract even more attention.
There is a movement in the American government to provide support such as subsidies to overcome the development competition.
However, brands for quantum resistance and cybersecurity for quantum computers may succeed in commercialization early and start generating revenue.
• AI Software Brands
The AI boom is still ongoing
In the coming years, the "AI revolution" will finally enter its initial stages, and AI will begin to permeate society and start transforming it.
It is believed to be brought about by edge AI and AI software companies specializing in specific industries.
In the coming years, small-cap stocks of unmanned drones, robotics, and other AI software brands are expected to experience a bubble-like increase in stock prices, with the potential to exceed tenfold growth.
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Invest at your own risk.
The total profit and loss in 2024 has reached approximately 2.3 million due to the relocation to SBI and MuMu Securities. Despite a loss of about 1 million due to the year-end profit-taking crash, we managed to stay in the positive.
In 2025, we will continue to operate with 18 securities from the beginning of the year.
Basically, it is a style to grasp victory through short-term trading.
In 2025, the goal is to achieve +20% each month, like a snowball effect.![]()
I will win this year too.![]()
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The total profit and loss in 2024 has reached approximately 2.3 million due to the relocation to SBI and MuMu Securities. Despite a loss of about 1 million due to the year-end profit-taking crash, we managed to stay in the positive.
In 2025, we will continue to operate with 18 securities from the beginning of the year.
Basically, it is a style to grasp victory through short-term trading.
In 2025, the goal is to achieve +20% each month, like a snowball effect.
I will win this year too.
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