TSMC (2330.TT;TSM.US): Preferred Scenario Is: Investment Slightly Exceeds Near-Term Demand by 2028
TSMC’s revenue could grow by approximately 40%–43% YoY in 2026. 2027 growth remains dominated by AI. Investment Slightly Exceeds Near-Term Demand —...
67 Views
TSMC 3Q26 Preview: 2027 Price Increases Should Hold Margins; Further Share Upside from Here
We expect January 2027 price increases to roughly offset wider 2nm and overseas dilution, holding gross margin near 65-67%; 2027 capex is the...
92 Views
The Blade Weekly: AI Chip Financings Pass US$150bn as OpenAI's Revenue Lands US$20bn Below Reports
The week was really about debt. Anthropic, SpaceX and OpenAI lined up more than US$150bn of financing plans for chip orders in the space of a few...
85 Views
TSMC (2330 TW): 3Q26 Preview – The Beat Is Known and Priced; Margin and the Q4 Guide Decide 15 Oct
TSMC's 3Q revenue beat is known and priced. 15 Oct turns on margin and the Q4 guide. Base case: flat-to-down on a good print. BULLISH, FV NT$3,450...
96 Views
Primer: TSMC (Taiwan Semiconductor Manufacturing) (TSM US) - Oct 2026
TSMC maintains an unrivaled technological monopoly in leading-edge semiconductor manufacturing (N3, N2, and upcoming A16 nodes), capturing over...
107 Views