Taiwan Semiconductor Manufacturing Company (TSMC) reported a 17% quarter-on-quarter revenue increase to $46.8 billion in Q3 2026, driven mainly by higher wafer prices from new 3nm and 2nm contracts rather than volume growth. While short-term margins may compress as new fabrication plants ramp up, TSMC's high contract prices and improving production yields are expected to fuel a significant profit boom in 2027. The company remains a fundamentally strong buy for the long term, though investors are advised to be patient for a possible broader market correction before increasing positions aggressively.
TSMC's Q3 revenue surge sets the stage for the anticipated profit growth in 2027, as highlighted in the recent earnings report. On Pluang, TSM trades at USD 429.47 with a 1-day gain of 1.03% as of Oct 21, 2026, 16:41 WIB. The stock holds a market cap of $1.94 trillion, with a typical hold time of 111 days, and current order activity shows 60% buying interest, reflecting steady investor confidence.
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Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
Technology stocks recently declined due to concerns over how data center expansions are financed, rather than fundamental weaknesses. Taiwan Semiconductor reported a strong 41.2% year-over-year revenue growth driven by high demand for AI chips, with ...
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Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong quarter with revenue up 41.2% year-over-year and earnings per share rising 68.7%. The company is expanding its production capacity aggressively, including plans to more than double i...
