FUNDA(@FundaAI):Review| $TSM 26Q3: Revenue Guidance Beats Expectations as Expansion Weighs on Margins TSMC expressed confidence in advanced-node and long-term AI demand during its earnings call. Management said that, alongside discussions with direct customers and their downstream customers, its teams had checked US data center construction and power availability, with encouraging feedback so far. Agentic AI and open-source models are also increasing demand for computing chips. TSMC is responding by adding N3 fabs, departing from its usual practice of stopping capacity additions once a node reaches its target. Detailed Report

2026.10.15 14:32

Review| $TSM 26Q3: Revenue Guidance Beats Expectations as Expansion Weighs on Margins TSMC expressed confidence in advanced-node and long-term AI demand during its earnings call. Management said that, alongside discussions with direct customers and their downstream customers, its teams had checked US data center construction and power availability, with encouraging feedback so far. Agentic AI and open-source models are also increasing demand for computing chips. TSMC is responding by adding N3 fabs, departing from its usual practice of stopping capacity additions once a node reaches its target. Detailed Report