TSMC Earnings Are Coming. AI Chips Should Drive Growth Despite Tariff Fears. - Barron's
1. TSMC is set to report earnings with strong AI chip growth expectations. 2. Analysts predict TSMC's profit to rise 50% year-over-year, reaching $12.65 billion. 3. Gross margins expected to decline from 58.8% to 55%-56% amid rising costs. 4. Tariff exemption for semiconductors is currently in place, but investigations continue. 5. TSMC is building three new U.S. chip plants, investing $165 billion by 2028.