TSMC posts a record quarter and says AI demand is still climbing
The foundry behind almost every AI accelerator beat its own forecast. Its two-nanometre node is ramping steeply, and the outlook for the next quarter is higher still.
글 The desk, News · · 1분 읽기
태그: tsmc · chips · earnings · semiconductors
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- 이 소식
- The foundry behind almost every AI accelerator beat its own forecast.
- 왜 중요한가
- Its two-nanometre node is ramping steeply, and the outlook for the next quarter is higher still.
- 확인된 것
- The photograph is generated for this story.
이름을 밝힌 출처에 묶여 있다. 검증됨으로 표시하지 않았다. TSMC Investor Relations: quarterly results
The news
TSMC reported third-quarter revenue of NT$1,494 billion, about US$46.7 billion, up 41.2 percent year on year in dollars, with a gross margin of 66.4 percent, according to its results filing. It guided fourth-quarter revenue to 52.3 to 54.3 billion dollars.
Why it matters
A day after ASML said it cannot build enough tools for 2027 and 2028, the factory at the other end of the chain says orders are still accelerating. The AI build-out's weak point is financing, not demand.
The details
The two-nanometre process, in volume production since late 2025, made up 8 percent of wafer revenue, and three-nanometre 33 percent. The chief financial officer cited the steep ramp of two-nanometre technology, which also diluted gross margin by 1.3 points from the second quarter.
The results did not stop a global chip-stock selloff the same week, driven by rising bond yields and worries about how AI data centres are financed.
What we could not check
- We did not review TSMC's customer mix by name; the company does not disclose it.
- Dollar figures are converted at TSMC's own reported rates.
출처
The photograph is generated for this story. It does not show the people named in it.