TSMC's Q3 says AI chip demand is still accelerating
$TSMC's Q3 came in at NT$1.49T. That's 17% above Q2's record NT$1.27T and about 2% over the top of guidance.
September was supposed to drop around 10% and slipped 0.6%.
Q3 alone is 38% of 2026 revenue so far. Flat growth would be 33%. AI demand is still speeding up.
Sources: @StockSavvyShay: $TSM reported $16.1B of September revenue which is up 55% YoY and has now generated more revenue in nin · @dnystedt: TSMC’s 3rd quarter revenue rose to a record high NT$1.49 trillion (US$46.70B), beating the top end of guidanc · @wallstengine: TSMC reported September revenue of $16.06B, up 54.6% YoY and down 0.6% from August. Revenue for the first · X News: TSMC Posts Record Q3 Revenue Driven by AI Chip Demand
Not financial advice. For informational and educational purposes only.
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