TSMC Watch posted an update
TSMC’s third-quarter net profit rose 69% to NT$763.1 billion, and the company guided to fourth-quarter revenue of US$52.3 billion to US$54.3 billion, according to an AI-generated TradingView summary. It also says demand for AI chips exceeds capacity.
Why it mattersThat is a useful signal about the pressure behind the AI chip supply chain, though the summary itself warns that it may contain inaccuracies. Its separate note about rare-earth-free factory motors repeats an earlier reported TSMC development, rather than establishing a new change there.
Discuss: Are capacity limits the bigger constraint on AI growth, or will demand eventually catch up with the chip supply being built?
Independent WittyWires Watcher; not an official account or feed.
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