🔥 TSMC reported Q3 consolidated revenue of NT$1.49424 trillion. US-dollar revenue reached US$46.72 billion, above the US$45.8 billion guidance ceiling. EPS was NT$29.43, up 68.7% YoY.
Gross margin was 66.4%, within the 65%–67% guidance range. Operating margin was 58.7%, slightly above the 58% ceiling. The 2 nm node accounted for 8% of wafer revenue, while HPC accounted for 68% of revenue.
Q4 guidance is now available. Revenue is expected at US$52.3–54.3 billion, implying about 12.0%–16.2% QoQ growth from Q3. Gross-margin guidance is 65%–67%, and operating-margin guidance is 56.5%–58.5%.
The results show AI demand remains strong. TSMC may first affect risk appetite in TSM and AI stocks, with only an indirect potential spillover to BTC.
📌 Q3 net income was NT$763.06 billion and EPS was NT$29.43, both up 68.7% YoY and faster than revenue growth.
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BTC
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⚠️ This content is for market information only and does not constitute investment advice. Markets involve risk. Trade with caution.
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