At a time when the strong performance of major global chip makers has failed to boost artificial intelligence transactions, TSMC's earnings report to be released on Thursday is likely to face a very high threshold if it is to impress investors. Affected by concerns such as interest rate hikes, AI infrastructure financing, and whether the chip boom cycle will continue, the Philadelphia Semiconductor Index fell for six consecutive trading days, and the cumulative market value evaporated by more than 1.5 trillion US dollars. TSMC previously announced a 51% increase in quarterly revenue. However, the steady results recently announced by Samsung Electronics and Asmack have failed to ease the market's anxiety about chip stocks. “The threshold to impress investors is very high,” said Financiere de L Echiquier portfolio manager Kevin Net. “To drive a positive response in stock prices, simply exceeding expectations is not enough.” He hopes to see TSMC maintain high profit margins and capital expenditure while releasing a signal that demand for AI and high-performance computing power is still strong.

At a time when the strong performance of major global chip makers has failed to boost artificial intelligence transactions, TSMC's earnings report to be released on Thursday is likely to face a very high threshold if it is to impress investors. Affected by concerns such as interest rate hikes, AI infrastructure financing, and whether the chip boom cycle will continue, the Philadelphia Semiconductor Index fell for six consecutive trading days, and the cumulative market value evaporated by more than 1.5 trillion US dollars. TSMC previously announced a 51% increase in quarterly revenue. However, the steady results recently announced by Samsung Electronics and Asmack have failed to ease the market's anxiety about chip stocks. “The threshold to impress investors is very high,” said Financiere de L Echiquier portfolio manager Kevin Net. “To drive a positive response in stock prices, simply exceeding expectations is not enough.” He hopes to see TSMC maintain high profit margins and capital expenditure while releasing a signal that demand for AI and high-performance computing power is still strong.