Taiwan Semiconductor Manufacturing Company Ltd. is set to report its third-quarter 2025 earnings on Oct. 16, with strong momentum driven by AI chip demand and advanced technology leadership. Revenue projected between $31.8 billion and $33 billion, a 38% year-over-year increase. Gross margin may face headwinds from global expansion and rising energy costs. Analysts expect earnings growth of 33.5% to $2.59 per share.

Despite challenges, TSM remains optimistic for Q3 with a Zacks Rank #3. Analysts recommend considering stocks like Seagate Technology, Meta Platforms, and Corning in the Computer and Technology sector. Seagate’s fiscal 2026 earnings estimate increased by 2.1%, Meta’s 2025 earnings estimate saw growth, and Corning’s full-year 2025 earnings estimate also improved.

Amidst strong earnings growth and expanding customer base, an under-the-radar semiconductor company is well-positioned to capitalize on the AI, Machine Learning, and IoT market growth. Global semiconductor manufacturing is expected to double by 2028. For more insights and stock recommendations, check out Zacks Investment Research.

Read more at Nasdaq: Rising AI Chip Demand to Boost Taiwan Semiconductor’s Q3 Revenues