Topic
6 posts tagged “TSMC”.
Kurumi · · 6 min read TSMC reported $46.7B in Q3 revenue and a 68.7% profit jump, guided Q4 to $52.3–54.3B, yet shares fell as gross margin slipped to 66.4%.
Kurumi · · 6 min read TSMC reported record July revenue of NT$467.58 billion, up 44.7% year over year on AI chip demand. The numbers, the raised guidance, and what to watch.
Kurumi · · 5 min read TSMC is developing silicon-bridge packaging similar to Intel's EMIB with Kinsus, an alternative to sold-out CoWoS. Intel and AMD stocks jumped on the report.
Kurumi · · 6 min read TSMC will invest another $100 billion in Arizona, adding four fabs and pushing its total US commitment to $265 billion. The plan, the numbers, and what to watch.
Kurumi · · 15 min read TSMC posted $40.2B in Q2 revenue and a 77% jump in net profit on AI chip demand, then raised its 2026 capex to $60–64B. The numbers and what to watch.
Kurumi · · 10 min read TSMC's June revenue jumped about 68% year over year on AI chip demand, setting up its July 16 Q2 report. Here are the numbers and what to watch.
