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TSMC shares fell 6.4% on Thursday amid a broader selloff in Asian tech and AI stocks, even as the chipmaker unveiled plans for an additional 3nm fab in Tainan, Taiwan, slated for production in the first half of 2028.
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Key sources
- SOURCE@techmeme“TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand”x.com
- SOURCE@aaronwei3n“$TSM guides 4Q26 revenue to US$52.3–54.3B. Gross margin is guided to 65–67%, with operating margin at 56.5–58.5%.”x.com
- SOURCE@firstsquawk“TSMC Plans Additional N3 Fab in Tainan, Targets A14 Mass Production in 2028”x.com
- SUPPORT@reuters“Tech stocks tumbled again in Asia, even as chip giant TSMC posted yet another quarter of record profits fueled by AI demand.”x.com
- SOURCE@firesidealpha“TSMC's CEO reveals there is no sign of demand slowing down, and says its AI accelerator revenue growth will "probably" run even higher than the mid-to-high-50s CAGR it had guided”x.com
- SUPPORT@aleabitoreddit“Wei responded that there is "no ceiling on TSMC's profitability" but that profits will not surge dramatically overnight.”x.com
- SUPPORT@sssjeffpu“3Q26 Capex NTD$443bn，2026年Capex指引维持USD$60-64bn -预计未来三年Capex 显著高于过去三年”x.com
- SUPPORT@tengyanai“tsmc's september sales were up 55% yoy, and Q3 landed above the top of its own guide”x.com