Bernstein says TSMC's Q3 revenue of 1.49 trillion New Taiwan dollars exceeded expectations by 3%
智通财经2026/10/09 03:51Bernstein stated that the continued growth in artificial intelligence demand and the resilience of high-end smartphone demand may continue to drive revenue growth for TSMC (TSM.US). Bernstein analysts pointed out that, based on monthly revenue data, TSMC's revenue in the third quarter reached NT$1.49 trillion, 3% higher than market expectations. The firm expects TSMC's revenue this year, denominated in US dollars, to grow by 41%. Analysts said that TSMC will release its full third-quarter financial report on Thursday, and investors will focus on its 2-nanometer process capacity ramp-up, the possibility of further expansion in the US, and the outlook for 2027. Bernstein believes there is upside potential to its previous forecasts of 30% annual revenue growth for TSMC in 2027 and 2028.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
"SaaS Apocalypse" theory bankrupt? Autodesk (ADSK.US) and Intuit (INTU.US) lead gains against the trend, Wall Street revalues the "AI devours software" narrative
According to Zhitong Finance APP, amid escalating conflict in Iran leading to turmoil in global financial markets, soaring oil prices, and ongoing geopolitical uncertainty, two enterprise software companies have maintained independent momentum in the market.
Starlink targets the US mobile communications market, SpaceX (SPCX.US) opens up new growth opportunities: Wall Street focuses on the restructuring of the telecommunications industry landscape
According to Jinse Finance, SpaceX (SPCX.US), the "AI + Space Exploration" leader founded and led by Elon Musk with a market capitalization exceeding 2 trillions USD, plans a major acquisition of a nationwide 800MHz spectrum portfolio in the United States from Grain Management, involving up to 14MHz paired spectrum. This marks a key step toward becoming a comprehensive mobile communications operator. This significant transaction initiated by SpaceX is still pending approval from the Federal Communications Commission (FCC). Media reports citing insiders reveal that the deal is valued at approximately 8 billions USD. The market has subsequently reassessed the competitive barriers for traditional telecom operators. America's three leading operators—AT&T, Verizon, and T-Mobile—saw their shares quickly decline in after-hours US stock trading on Thursday, with AT&T, which in recent years has explicitly refused to cooperate with SpaceX, seeing its share price drop by about 6% at one point.
The European Central Bank's overnight lending facility received no funds, deposits totaled 1,960.08 billion euros.
The European Central Bank stated that no funds were borrowed through the overnight lending facility, and the current deposit volume stands at 1,960.08 billion euros.
Asia LNG Shipping Company Signs 10-Year Charter Contract for an LNG Carrier
MISC: The Asian LNG transport company has signed a 10-year charter contract with Malaysian LNG company, involving an 18,700-cubic-meter LNG carrier. The contract will take effect starting from 2028.
Crypto prices
More
