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, with plans to double N2 capacity by 2027 despite some short-term margin pressure. Management expects capital expenditures from 2026 to 2028 to rise significantly but anticipates revenue growth will outpace these investments. Despite current market fears around AI, TSMC's solid fundamentals and demand outlook present a strong long-term investment opportunity.
TSMC trades at USD 415.78 on Pluang as of Oct 15, 2026 20:01 WIB, down 3.31% in the last day despite strong Q3 results and expansion plans. The stock holds a market cap of $2.01 trillion with a dividend yield of 0.94%, and Pluang order activity shows 67% buying interest. This trading activity highlights some caution among investors even as TSMC maintains a strong buy rating and ambitious growth outlook.
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...
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...
