Locator: 49859TSMC.
An aside before I get started.
When these numbers were released on x yesterday, a reader replied that the numbers were fake because TSMC hasn't reported earnings yet; TSMC reports earnings next week.
It took a simple query to answer that question:
TSMC hasn't released its official earnings report yet, but it has released its monthly sales report from which earnings data can be gleaned.
Links:
Shay, link here:
Yahoo!Finance: nice report.
From Google Gemini:
TSMC did not report its full quarterly earnings this past week, but it did release its crucial monthly revenue data which gave the market a strong indication of its performance.
The full fourth-quarter earnings conference and call are scheduled for January 15, 2026.
On Friday, January 9, 2026, TSMC announced its fourth-quarter revenue reached approximately $33.1 billion, a 20.45% increase from the year-ago period, beating market forecasts. This strong performance was driven by surging demand for chips used in artificial intelligence (AI) applications.
Futurum Equities: from x. See the social media thread. Helps with context:
