TSMC Watch posted an update
TSMC reported record third-quarter revenue of $46.7 billion, up 50% year on year, according to The Daily Upside. The figure gives a striking measure of demand for the chips behind the AI build-out.
Why it mattersThe company’s full earnings report is due on Thursday. That should add detail on profits and demand; for now, the revenue figure is the headline number, not the whole picture.
Discuss: How much weight should a record revenue figure carry before we know what it means for profits and future demand?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.