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财务表现
- 第一季度营收359亿美元，环比增长6.4%，略高于指引
- 毛利率66.2%，环比增长3.9个百分点，主要受益于成本改善、高产能利用率和汇率因素
- 营业利润率58.1%，环比增长4.1个百分点
- 先进制程（7纳米及以下）占晶圆营收74%，3纳米制程贡献25%
业务进展
- HPC平台营收环比增长20%，占第一季度营收61%
- N2制程已于2025年第四季度进入量产，良率表现良好
- 全球3纳米产能扩张：台湾、亚利桑那、日本新厂房计划2027-2028年量产
- A14技术开发进展顺利，相比N2提供10-15%速度提升，预计2028年量产
下一季度业绩指引
- 第二季度营收指引390-402亿美元，环比增长10%，年增32%
- 毛利率指引65.5%-67.5%，营业利润率指引56.5%-58.5%
- 2026年资本支出预计接近520-560亿美元区间高端
- 2026年全年营收预计增长超过30%
机会
- AI相关需求持续强劲，从生成...
财务表现
- 第一季度营收359亿美元，环比增长6.4%，略高于指引
- 毛利率66.2%，环比增长3.9个百分点，主要受益于成本改善、高产能利用率和汇率因素
- 营业利润率58.1%，环比增长4.1个百分点
- 先进制程（7纳米及以下）占晶圆营收74%，3纳米制程贡献25%
业务进展
- HPC平台营收环比增长20%，占第一季度营收61%
- N2制程已于2025年第四季度进入量产，良率表现良好
- 全球3纳米产能扩张：台湾、亚利桑那、日本新厂房计划2027-2028年量产
- A14技术开发进展顺利，相比N2提供10-15%速度提升，预计2028年量产
下一季度业绩指引
- 第二季度营收指引390-402亿美元，环比增长10%，年增32%
- 毛利率指引65.5%-67.5%，营业利润率指引56.5%-58.5%
- 2026年资本支出预计接近520-560亿美元区间高端
- 2026年全年营收预计增长超过30%
机会
- AI相关需求持续强劲，从生成...
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Against a backdrop of surging AI demand, April 16 brought a key market event— $Taiwan Semiconductor (TSM.US)$ delivered a blowout quarterly report and raised its full-year guidance, further confirming that the AI compute cycle is still accelerating. Surprisingly, however, the stock failed to rally on the news and instead showed weakness. Meanwhile, $Apple (AAPL.US)$ ’s share price remained relatively resilient, with clear s...
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$Taiwan Semiconductor (TSM.US)$ 's latest quarter did more than clear expectations. It showed that AI demand is still translating into stronger revenue, better margins, and a higher near-term bar for the whole semiconductor chain.
First-quarter revenue reached US$35.90 billion, above the top end of prior guidance, while gross margin came in at 66.2% and operating margin at 58.1%. Management then guided Q2 revenue to US$39.0 billion to US$40.2...
First-quarter revenue reached US$35.90 billion, above the top end of prior guidance, while gross margin came in at 66.2% and operating margin at 58.1%. Management then guided Q2 revenue to US$39.0 billion to US$40.2...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Buy and Hold 🙌🏻
One of the best strategy
One of the best strategy
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$Taiwan Semiconductor (TSM.US)$ is scheduled to report its Q1 2026 earnings on Thursday, April 16, 2026, before the market opens.
The company has already pre-announced Q1 revenue of NT$1.134 trillion (approx.$35.7 billion), which exceeded its own guidance and represents a 35% year-over-year increase. This sets a high bar for the full report and the conference call.
Key Metrics to Watch
While the top-line revenue is know...
The company has already pre-announced Q1 revenue of NT$1.134 trillion (approx.$35.7 billion), which exceeded its own guidance and represents a 35% year-over-year increase. This sets a high bar for the full report and the conference call.
Key Metrics to Watch
While the top-line revenue is know...
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$AJJ Medtech (584.SG)$
AJJ Medtech’s 2025 Annual Report highlights a year of improving financial fundamentals and continued platform development.
For FY2025, the Group reported revenue of S$3.19 million, up 37.4% YoY, and gross profit of S$1.17 million, up 100.2% YoY.
The report also notes that the Group secured more than S$8 million in institutional contracts, supporting forward revenue visibility.
Please refer to the annual...
AJJ Medtech’s 2025 Annual Report highlights a year of improving financial fundamentals and continued platform development.
For FY2025, the Group reported revenue of S$3.19 million, up 37.4% YoY, and gross profit of S$1.17 million, up 100.2% YoY.
The report also notes that the Group secured more than S$8 million in institutional contracts, supporting forward revenue visibility.
Please refer to the annual...
$Taiwan Semiconductor (TSM.US)$ heads into its April 16 earnings call with momentum that few companies in the world can match right now. First-quarter revenue of $35.71 billion has already been confirmed, up 35% year over year and landing at the top of the company's own guidance range.
The preliminary revenue number is already in hand. What the full call will settle are the questions that actually move the stock: margin detail, sec...
The preliminary revenue number is already in hand. What the full call will settle are the questions that actually move the stock: margin detail, sec...
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103384669 : Looks good!
10baggerbamm : yawn
Ramzi1990 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
today?
10baggerbamm : no they're repeating last year's earnings
JackLee2 : My options are printing ..hope it holds
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