TSMC Q4 revenue guide above estimates, 2nm ramp cited.
bullish 75 · impact 60
TSMC stated that it is too early to quantify capital spending plans for the next year and beyond.
TSMC reported exceptionally strong demand and sees no indications of slowing.
bullish 70 · impact 40
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.
bullish 75 · impact 70
President Trump stated he spoke with the chairman of TSMC. No details on the content of the call were released.
neutral 50 · impact 20
TSMC reported preliminary Q3 revenue of NT$1.49 trillion, above the NT$1.46 trillion estimate. September sales surged 54.6% year-over-year.
bullish 70 · impact 60
Citi analysts project TSMC could deliver over 40% revenue growth into 2027 driven by AI demand, with potential upside from agentic AI and co-packaged optics. They raise target price to NT$4,000 from NT$3,800. Separately, analysts cover Malaysian construction, palm oil, IHH Healthcare, Ramelius Resources, CapitaLand Ascott Trust, Anta Sports, GoTo, Japanese stocks, ASX, and Aristocrat Leisure.
bullish 70 · impact 70
Elon Musk stated that TSMC could sublease a portion of the Terafab facility, but not beyond that.
neutral 50 · impact 40
TSMC ADR up 2.84% to $486.18, would be new all-time closing high. First record close since June 30, 2026. YTD gain 59.99%.
bullish 65 · impact 60
PTC jumped 35% premarket after Schneider Electric agreed to buy the industrial-software maker for $23 billion. Intel fell nearly 4% after Elon Musk confirmed his chip venture Teralab is in talks to work with TSMC. Nubank and XP rose as Brazilian stocks rallied on Flávio Bolsonaro's first-round election victory.
bullish 70 · impact 70
VIS, a TSMC affiliate, plans a second Singapore plant. AI demand is the driver. Details are thin.
bullish 70 · impact 50
Elon Musk confirmed that TSMC and Terafab are in discussions about chip manufacturing cooperation in Texas. The talks include the possibility of Terafab serving as an anchor customer for a future TSMC fab in Texas.
neutral 50 · impact 40
