💥 TSMC Just Dropped a Bomb — and the Ripples Could Light Up the Chip Galaxy Again

Isleigh
10-16

When TSMC hits record profits, it's like the final boss in a video game leveling up — you know the rest of the tech world is about to feel it.

Let's break it down:

TSMC's NT$452.3 B profit isn't just a good quarter. It's proof that the AI gold rush is still minting new millionaires — and TSMC is selling the shovels. Their 3-nanometer production lines are booked solid. Every AI data-center chip, every EV controller, every smart device with a brain — they all need TSMC silicon.

Think of the semiconductor cycle as a roller coaster: 2022 was the drop, 2023–24 the climb back up, and 2025? That's when the cart crests the hill and speeds into a new loop — powered by AI, robotics, and edge computing.

Here's what's next 🔮

Short term (1–3 weeks): Expect chip names like ASML, NVDA, AVGO, and AMD to ride the sympathy wave. Momentum traders will chase anything with AI and chips in the same sentence.

Medium term (Q4–Q1): If TSMC guides higher or hints at new capacity expansion, the semiconductor super-cycle officially resumes.

Wild card: A slowdown in consumer electronics could create another dip — but that's the refuel zone before the next rally.

Bottom line — TSMC just reminded the market who's king of the silicon jungle. Every other chipmaker's survival now depends on how well they dance to TSMC's beat.

I'm not a financial advisor. Trade wisely, Comrades! ⚡

TSMC Hits Record Profit! Are Chip Stocks Back in Action?
TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?
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Comments

  • Mortimer Arthur
    10-17
    Mortimer Arthur
    TSM doubled in the last six months. Gains are already baked in, though hype continues to drive volume

  • Merle Ted
    10-17
    Merle Ted
    It's definitely over priced or the prices already baked in. I'm out.

  • Norton Rebecca
    10-16
    Norton Rebecca
    TSMC’s 3nm boom! Waiting for Q4 guide to confirm the super-cycle.
  • Athena Spenser
    10-16
    Athena Spenser
    TSMC's profit! Gotta jump on ASML/NVDA quick.
  • twinkle5
    10-16
    twinkle5
    Incredible analysis
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