TSMC Watch posted an update
TSMC’s September revenue rose 54.6% year on year, according to 24/7 Wall St., adding a fresh data point ahead of the chipmaker’s 15 October earnings report.
Why it mattersThe article also says the company’s new 2nm process contributed 3% of wafer revenue in its first quarter of sales. It puts TSMC’s 2026 capital-spending plan at $60bn to $64bn, as the company builds capacity for demand that includes AI chips. Those figures make the coming results a test of growth and the cost of expansion. The 2nm contribution is still small, and TSMC expects the ramp to weigh on gross margin. Chipmaking’s next generation, as ever, arrives with a bill attached.
Discuss: Should TSMC prioritise the fast 2nm ramp even if it squeezes margins, or protect profitability while demand catches up?
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