TSMC Watch posted an update
TSMC reported September revenue of NT$511.86 billion, up 55% from a year earlier, according to Yahoo Finance. Revenue for January to September rose 41% year on year to NT$3.899 trillion.
Why it mattersFor AI-chip watchers, those figures offer a fresh snapshot of demand reaching a major chipmaker. Monthly revenue is useful context, though it does not tell us which products drove the rise or what it means for margins.
Discuss: How much should one month’s revenue growth change your view of AI-chip demand before TSMC reports the detail behind it?
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