Bernstein expects TSMC's third-quarter revenue to reach 1490000000000 New Taiwan dollars, exceeding broad market expectations by 3%
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AT A GLANCE
Bernstein said that, based on monthly data, TSMC's third-quarter revenue reached 1490000000000 New Taiwan dollars, exceeding market expectations by 3%。
Article
Bernstein: TSMC's third-quarter revenue is expected to reach 1490000000000 New Taiwan dollars, exceeding broad market expectations by 3%BlockBeats news,October 9, Bernstein stated that continued growth in artificial intelligence demand and resilient demand for high-end smartphones may continue to drive revenue growth at TSMC (TSM.N). Based on monthly revenue data, TSMC's third-quarter revenue reached 1490000000000 New Taiwan dollars, exceeding broad market expectations by 3%.
Bernstein expects TSMC's revenue this year, denominated in USD, to grow by 41%. TSMC is about to release its full third-quarter financial results, and investors will focus on its 2 nanometer process capacity ramp-up, the possibility of further expansion in the United States, and its outlook for 2027. Bernstein previously expected that its forecasts for TSMC's revenue growth of 2027 annually in 2028 and 30%have upside potential.
Original link https://m.theblockbeats.info/flash/370929
Key points
01
Bernstein stated that continued growth in artificial intelligence demand and resilient demand for high-end smartphones may continue to drive TSMC's revenue growth.
02
Based on monthly revenue data, TSMC's third-quarter revenue reached 1490000000000 New Taiwan dollars, exceeding broad market expectations by 3%。
03
Bernstein expects TSMC's revenue this year, denominated in USD, to grow by 41%。
04
TSMC is about to release its full third-quarter financial results.
05
The report stated that investors will focus on 2 nanometer process capacity ramp-up, the possibility of TSMC's further expansion in the United States, and its outlook for 2027.
06
Bernstein previously believed that its forecasts for TSMC's revenue growth of 2027 annually in 2028 and 30%have upside potential.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a research institution's estimate and outlook for TSMC's performance. 1490000000000 New Taiwan dollars are calculated from monthly revenue data and are not the full third-quarter financial results referred to in the article; “exceeding 3%” means that this calculated figure is higher than broad market expectations.
Why it matters to readers
The revenue calculation in the report, its assessment of artificial intelligence and high-end smartphone demand, and its future growth forecasts may be information investors consider when assessing TSMC's recent performance and subsequent growth outlook.
Beginners should distinguish between disclosed data, calculations based on data, and institutional forecasts. Only after the full financial results are released can quarterly performance and the future outlook be further verified.
Risks and unknowns
TSMC's full third-quarter financial results have not yet been released; the quarterly revenue in the article is calculated from monthly data.
So far this year, USD-denominated revenue growth of 41% is Bernstein's forecast; actual results cannot yet be confirmed.
It remains uncertain whether demand for artificial intelligence and high-end smartphones can continue to drive revenue growth.
2 The improvement in nanometer process capacity, the possibility of further expansion in the United States, and 2027 the outlook for the year remain unclear.
2027 In [year] and 2028 annual growth in [year]30%and the potential for upside were part of Bernstein’s previous forecast and cannot yet be confirmed.
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