TSMC

TSMC is setting up a venture investment arm with an initial $500 million to specifically support suppliers and startups in the AI sector. The company also plans to invest up to $1 billion in OpenAI and Anthropic in their upcoming funding rounds. The goal is to build a larger, more stable AI ecosystem and thereby secure demand for advanced silicon technology. TSMC reported strong Q3 results and is continuing extensive manufacturing programs alongside the investments, including a new plant in Dresden. » Więcej na faz.net

Taiwan Semiconductor Manufacturing Co. reported October revenue of NT$586.89 billion, up 59.7% from a year earlier and 14.7% from September, driven by strong demand for advanced chips tied to AI and data centers. The company posted a record Q3 net profit of NT$763.1 billion on NT$1.49 trillion revenue and an operating margin of 58.7%. TSMC said capital expenditure for 2026–2028 will be significantly higher than the prior three-year period to support customer demand; shares closed 2.24% higher on the news. » Więcej na cnbc.com

TSMC ended the Nachtfalke project after about six months because shift work in R&D did not improve the efficiency of intellectual work. Instead, the company is introducing the One-Team model, in which development and fab teams collaborate closely during process development and after ramp-up. The approach is intended to resolve manufacturing problems earlier and secure TSMC’s technological leadership, including at fabs in the US, Japan and, in the future, Germany. » Więcej na golem.de

TSMC reports record revenue of TWD 1.49 trillion for Q3 2026 and significantly higher profits; gross margin stood at 66.4 percent. 3-nanometer production now accounts for 33 percent of wafer revenue, while the 2-nanometer share rose to 8 percent. For Q4 TSMC expects further growth and a gross margin of 65–67 percent, but management warns of uncertainties for 2027 in price-sensitive consumer segments and plans cautious business planning; the annual growth forecast for 2026 was raised to 44 percent. » Więcej na heise.de

A continued sell-off in tech shares hit US markets, with the Nasdaq down 1.4% and the S&P 500 down 0.6%. TSMC struck a cautious tone for 2027, dampening sentiment as investors, worried about inflation and rising capital costs, question high valuations and the financing of the AI boom. Individual names suffered heavily: loss-making CoreWeave shares fell further, FMC plunged 34% after a bleak outlook, and Rocket Lab dropped about 13% following a delay of the Neutron launch. » Więcej na n-tv.de