TSMC reported Q3 revenue of $46.72B, above the $44.93B estimate, and EPS of $4.60 vs $4.48. Gross margin of 66.4% slightly beat the 66.3% estimate but fell 1.3 ppts from Q2 due to N2 ramp dilution. HPC revenue rose 22% QoQ to 68% of total. The beat comes amid a sharp AI-led sell-off and ahead of the company's conference call.
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