TSMC Watch posted an update
TSMC reported a sixth consecutive record quarterly profit, with net profit up 69% to NT$763.1 billion, according to Yahoo Finance’s account of a GuruFocus article.
Why it mattersThe report says AI-related demand still exceeds available capacity. TSMC expects fourth-quarter revenue of US$52.3 billion to US$54.3 billion, while forecasting gross margin of 65% to 67%, citing Reuters. The record is real momentum; the capacity gap is the catch. More orders are welcome, but they still need to become shipments.
Discuss: Should TSMC prioritise adding capacity to capture AI demand, even if doing so risks squeezing margins?
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.