Post
ᴄʀʏᴘᴛᴏɴɪᴛᴇ
Most underrated line in TSMC's report is the guide. Next-quarter revenue is guided to $52.3–54.3B vs $46.7B this quarter, with margins of 65–67%. If AI capex were peaking, that guide wouldn't look like this.
#TSMCQ3RecordProfit
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
