Despite the comment above, TSMC still issued much better guidance than expected for the first quarter. It forecasts revenue of $25 billion to $25.8 billion, which would be a sequential decline, but was well ahead of analysts' consensus estimate of $23.9 billion. It also expects operating margin to remain strong, in the 46.5% to 48.5% range.

AI chip stocks rally on news of Taiwan Semiconductor's upbeat quarterly report and new US regulations on chip exports to China, impacting companies like Nvidia and Apple.

Taiwan Semiconductor stock is higher Thursday after the chip manufacturer beat expectations for its fourth quarter and issued a strong outlook. Here's what you need to know.

In this video, I will go over Taiwan Semiconductor's (NYSE: TSM) recent earnings report and commentary from management. Watch the short video to learn more, consider subscribing, and click the special offer link below.