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TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC)
techmeme.comTSMC reported Q3 revenue of $46.36B, up 50.9% YoY, and net income of $23.7B, up 68.7% YoY, both above estimates, marking a sixth straight quarterly profit record driven by AI demand.
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Key sources
- SOURCE@marketnews_feed“TSMC: Q3 NET PROFIT T$763.1B (EST T$746.3B)”x.com
- SUPPORT@aaronwei3n“Revenue reached $46.72B, above the $44.6–45.8B guide (+16.2% QoQ, +41.2% YoY). Gross margin was 66.4%, within guidance, while operating margin of 58.7% exceeded the 56–58% range.”x.com
- SUPPORT@melvininvests“Morgan Stanley expects TSMC to raise its full year growth forecast to the low to mid 40% range”x.com
- SUPPORT@tengyanai“tsmc's september sales were up 55% yoy, and Q3 landed above the top of its own guide”x.com
- SUPPORT@stocksavvyshay“September was supposed to fall ~10% but slipped just 0.6% as AI demand absorbed seasonal slowdown”x.com
- SUPPORT@dnystedt“TSMC’s revenue for the first 3 quarters of 2026 has already beaten full year 2025: 2026 versus 2025 NT$3.90 trillion vs NT$3.81T”x.com
- SOURCEhuggingnewshuggingnews.com
- SOURCEmarketbrief.now