The TSMC investor call is underway, and even though we already know the revenue, there are plenty of goodies on the call.

The most important is the company's fantastic profits in Q4-24: Operating profit is up 62% YoY and 18% QoQ, driven by the high demand for TSMC AI customers.

High Performance Computing grew 19% QoQ to 53% of total revenue, and surprisingly, Mobile grew 17%. 3nm Revenue grew with an astonishing 44% QoQ, now representing 26% of the total revenue.

This technology did not exist a year and a half ago.

There is plenty of other interesting information that I will unpack over the next few days