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October 15 U.S. stocks premarket,SK SK hynix, Western Digital, SanDisk, Micron Technology, and Seagate Technology all fell approximately 4%to 6%. TSMC fell approximately 2%。
According to PANews, TSMC said that demand for agentic AI CPU is increasing and currently still far exceeds its supply capacity.
TSMC's CEO C.C. Wei stated that, if it participates in Musk's Terafab project, the wafer fab must be operated by TSMC; the two sides have not disclosed specific cooperation terms.
TSMC's third-quarter revenue 46720000000 USD and net profit 763060000000 New Taiwan dollars, both reaching record highs.TSM The perpetual contract rebounded by approximately 1.4%after earnings, but long positions remain collectively at an unrealized loss.
TSMC will October 15 release its Q3 earnings report, with the market expecting year-on-year revenue growth of 51%. An address on Hyperliquid holds approximately 1370000 USD TSM perpetual long positions.
Reports said that TSMC's preliminary third-quarter revenue was approximately 1490000000000 New Taiwan dollars, setting a record;LSEG LSEG's analyst consensus estimates that its net profit will increase year on year by 65%to 746300000000 New Taiwan dollars. The formal report is scheduled for October 15 release.
Bernstein expects TSMC's third-quarter revenue to be 1490000000000 New Taiwan dollars, and believes that demand for artificial intelligence and high-end smartphones will continue to support growth.
GlobalFoundries and TSMC reportedly signed an initial-term 5-year 2000000000 USD silicon interposer agreement, with GlobalFoundries' premarket U.S. trading gain expanding to more than 5%。
Intel CEO Lip-Bu Tan said that the company will continue participating in Musk’s Terafab project. Musk’s previous discussions with TSMC about a potential partnership had raised concerns that Intel’s role could be affected.
PANews reported that Goldman Sachs raised TSMC's target price to 3300 New Taiwan dollars and increased its 2027 year and 2028 year capital expenditure forecasts.
According to BIT（bit.com）data, TSMC’s share price rose more than intraday, 1.7%with total market capitalization reaching 2500000000000 USD。
Market news says TSMC is considering building a park worth tens of billions USD in Texas, United States, to produce more artificial intelligence chips.