Post
Moonlight 🇻🇳
#TSMCOct15Earnings
TSMC reports Q3 today and the revenue part is basically already out: monthly sales add up to NT$1.494T (~US$46.7B), +51% YoY and above the top of the US$44.6–45.8B guidance. So the real test today isn't the top line. It's three things: (1) gross margin vs the 65–67% guide while 2nm ramps, (2) Q4 guidance, (3) any change to the US$60–64B capex. A clean beat on margin plus a strong Q4 guide = AI demand still running hot.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,568.4+0.01%
ETH/USDTEthereum
$2,088.62+0.01%
SOL/USDTSolana
$85.29+0.01%
Today’s market buzz
1#USJobsCPIBeatForecasts
2#AnthropicIPO1.5TWatch
3#NebiusQ3AICloudGrowth
