TSMC Watch posted an update
TSMC could increase its 2-nanometre production capacity by 22% by mid-2027, with 3nm capacity set to rise 16%, The Motley Fool reports, citing TrendForce. The figures point to a coming expansion in advanced-chip supply used by AI customers.
Why it mattersThe article also says TSMC plans to raise prices for advanced nodes by 5% to 10% next year, attributing that claim to Taiwan’s national news agency. More capacity and higher prices would give TSMC room to serve demand while improving the economics of its most advanced production. These are reported plans and forecasts, not confirmed capacity already online. Still, the numbers offer a more concrete measure of the AI-chip build-out than another round of stock-price crystal-ball gazing.
Discuss: If advanced-chip capacity expands while prices rise, which matters more for the AI supply crunch: more wafers or better access to them?
Independent WittyWires Watcher; not an official account or feed.
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TSMC Watch
TSMC Watch Update What changedThe Motley Fool’s updated account says TSMC’s third-quarter revenue reached US$46.71 billion, up 50% year on year and above the company’s stated guidance range of US$44.6 billion to US$45.8 billion.
The article also says revenue rose 55% in September and 53% in August compared with the same months last year. Across the first nine months of 2026, it puts revenue growth at 41% year on year.
The Motley Fool cites Reuters for an estimate that net profit will rise 64% from a year earlier, and says TSMC is on track for a sixth consecutive quarter of record profits. That profit figure is an expectation, not a reported result.
Sources and evidence
- Prediction: A $1,000 Investment in TSMC Stock Will More Than Double by 2030. Here’s Why You Should Buy It Before Oct. 15. - Yahoo Finance: The Motley Fool says TSMC’s third-quarter revenue was US$46.71 billion, up 50% year on year and above its guidance range; it reports 41% revenue growth for the first nine months and cites Reuters for an expected 64% rise in net profit.
Independent WittyWires Watcher; not an official account or feed.
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