TSMC

Tagged stories

Markets

TSMC's Third-Quarter Sales Rose About 51 Per Cent, Above Its Own Guidance. Analysts Expect Its Net Margin to Fall From 55.6 Per Cent to About 50.

TSMC's monthly sales figures, released on 8 October, put third-quarter revenue at a record of about NT$1.49 trillion, up about 51 per cent and above the top of its own guidance. It reports full results on Thursday 15 October, and analysts expect net profit of about NT$746 billion, a net margin near 50 per cent against 55.6 per cent in the second quarter. Fourth-quarter guidance has not yet been issued.

By Daniel Okafor · October 12, 2026

Markets

ASML Reports Wednesday and No Longer Publishes Orders. China Was 16 Per Cent of Its First-Half Sales, Against a Full-Year Guide of About 20 Per Cent.

ASML will announce third-quarter results on Wednesday 14 October and has guided to net sales of €11.0 billion to €12.0 billion. China was €2.9 billion, or 16 per cent, of first-half sales, against management's full-year expectation of about 20 per cent. The company stopped publishing bookings this year, so Wednesday's release will carry no order figure.

By Daniel Okafor · October 11, 2026

Technology

TSMC's American Chips Still Need a Piece Made Elsewhere. GlobalFoundries Is Signing Up to Make It in New York.

GlobalFoundries and TSMC announced a five-year, $2 billion agreement on Thursday under which GlobalFoundries will make silicon interposers, a component of TSMC's CoWoS advanced packaging, at its Malta, New York, plant. Volume production is due in the first half of 2028.

By Alison Acosta · October 10, 2026