Taiwan Semiconductor's night session surged over 5%, conference call released positive news

Taiwan Semiconductor stated in the earnings call:

Taiwan Semiconductor expects first-quarter sales of $25 billion to $25.8 billion, while the market estimates $24.43 billion.

Taiwan Semiconductor expects a gross margin of 57% to 59% for the first quarter, while the market estimates 56.9%.

Taiwan Semiconductor expects an operating profit margin of 46.5% to 48.5% for the first quarter, while the market estimates 46.4%.

Taiwan Semiconductor expects capital expenditures of $38 billion to $42 billion in 2025, while the market estimates $35.15 billion.

Taiwan Semiconductor expects a 20% revenue growth in 2025.

Taiwan Semiconductor expects the AI accelerator industry to maintain a compound growth rate of 50% over the next five years.

Taiwan Semiconductor's stock price surged in after-hours trading, rising over 5%:

Affected by Taiwan Semiconductor, NVIDIA rose over 1.4%, and ASML rose over 3%