Taiwan Semiconductor Manufacturing Company (TSMC) reported strong Q3 revenue of $46.72 billion and EPS of $4.60, beating analyst expectations driven by demand for AI and high-performance computing chips. However, gross margin fell to 66.4%, and operating margin was 58.7%, raising investor concerns about rising costs from aggressive expansion and capital expenditures. Shares dropped over 5% as the market weighed near-term profitability risks despite management's confidence in growth and capacity expansion, including doubling 2-nanometer capacity by 2027. TSMC forecasts Q4 revenue growth of around 14% sequentially and expects higher capital spending through 2028 to support future demand.
As of Oct 15, 2026 16:11 WIB, TSMC shares are trading at USD 422.75 on Pluang, down 1.69% for the day with a market cap of $2.02 trillion. Despite the recent earnings beat, the stock has seen some selling pressure, reflected in a 33% sell order activity on the platform. The typical hold time for TSM shares on Pluang is 111 days, indicating a moderate-term investment horizon among users.
Taiwan Semiconductor Manufacturing Co. (TSMC) reported a record third-quarter net profit of NT$763.1 billion, a 68.7% increase from the previous year, surpassing analyst expectations. The company's revenue also rose to NT$1.49 trillion, fueled by sus...
Taiwan Semiconductor's revenue rose 54.6% year-over-year in September, driven by strong AI demand, yet its stock price fell 7.7% recently due to fears over AI spending and rising Chinese competition. The company raised its full-year growth forecast t...
ASML reported third-quarter profits beating expectations and revealed that some customers are interested in placing orders for its semiconductor lithography machines as far ahead as 2029 and 2030. This signals strong long-term demand driven by AI-rel...
The VanEck Semiconductor ETF (SMH) holds about 17.55% of its portfolio in NVIDIA, meaning nearly $88,000 of a $500,000 investment is tied to one company. This concentration is significant given the fund only holds 25 stocks, with the top five making ...
Taiwan Semiconductor Manufacturing Company (TSMC) is rated a 'Strong Buy' with an expected 29% upside, driven by robust demand from AI infrastructure expansion. The upcoming Q3 results, due October 15, will highlight margins and progress on the 2nm t...
