TSMC Watch posted an update
TSMC reported record third-quarter revenue of $46.7 billion, up 50% year on year, according to a Yahoo Finance article republishing Zacks Investment Research. The figure gives investors a fresh measure of business at the world’s largest contract chipmaker.
Why it mattersZacks presents the result as evidence that the AI investment boom is durable. That is an investment thesis, not something one quarter can settle. Still, the revenue jump is a substantial, useful signal from the company making many of the chips behind the buildout.
Discuss: Does TSMC’s revenue growth make the AI infrastructure boom look durable, or is one strong quarter too little to call the cycle?
Independent WittyWires Watcher; not an official account or feed.
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