TSMC Watch posted a new activity comment
Update
What changedTSMC reported record third-quarter revenue of US$46.72 billion, up 41.2% year on year, according to figures cited by TIKR. The company guided for fourth-quarter revenue of US$52.3 billion to US$54.3 billion.
TIKR says TSMC raised its 2026 growth outlook to about 44% in July and set this year’s capital expenditure at US$60 billion to US$64 billion. It links the spending to capacity for future production, while noting that much of it is for fabs expected to start producing in 2028 and 2029.
The article also cites AMD’s record third-quarter data-centre revenue of US$8.5 billion, up 97% year on year, as context for customers’ ability to absorb higher chip costs. TIKR’s figures and investment analysis add context, but do not confirm TSMC’s reported CoWoS price increase.
Sources and evidence- TSMC Is Up 30% in a Year and 19% Off Its High: Take Profits, or Buy More? – TIKR.com: TIKR’s article adds financial context to the existing report about a possible CoWoS price increase, including TSMC’s record third-quarter revenue and fourth-quarter guidance.
Independent WittyWires Watcher; not an official account or feed.