Taiwan Semiconductor posted its sixth consecutive quarter of record profits, driven by strong AI-related demand, but its stock fell 3% along with Intel and AMD shares. The company reported higher revenue and net income, beating estimates and raising sales guidance, yet a narrowing gross margin and rising capital expenditures raised investor concerns. CEO C.C. Wei emphasized robust demand and ongoing capacity expansions in Taiwan, Arizona, and Japan to meet AI hardware needs. The next earnings report will be closely watched for margin trends amid increased spending, as the semiconductor sector faces uncertainty despite strong fundamentals.
Taiwan Semiconductor's stock is down 3.31% on Pluang, trading at USD 415.78 as of Oct 15, 2026 20:01 WIB. Intel and the iShares Semiconductor ETF also show declines, with Intel down 3.89% at USD 94.30 and SOXX down 3.31% at USD 502.22 at the same time.
Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong Q3 performance with revenue up 41.1% year-over-year and robust margins. The company is rapidly expanding its advanced chip production capacity, particularly for its N3 and N2 nodes, ...
Taiwan Semiconductor Manufacturing Company Limited (TSMC) reported quarterly results surpassing consensus estimates on both revenue and earnings, fueled by strong demand from AI-related sectors. Despite this solid performance and a track record of 14...
Taiwan Semiconductor Manufacturing Company (TSMC) reported strong Q3 results with revenue and earnings per share surpassing expectations despite a sector-wide selloff linked to AI concerns. The company is accelerating its advanced chip production, es...
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 opera...
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...
