TSMC (TSM.N) reported Q3 revenue NT$1.49 trillion (~$46.7 billion), up 50% YoY
and a record, beating consensus NT$1.46 trillion. Management attributed the gain
to strong AI-driven demand, reinforcing market expectations for continued
AI-related chip consumption. Corroborating industry signals: AMD said chip
demand should grow sharply over coming years, Samsung’s operating profit jumped
nearly ninefold, and Foxconn’s quarterly sales topped forecasts. TSMC’s earnings
call will focus on the 2027-and-beyond outlook and pricing; Taiwan media report
Wafer prices in 2027 could rise about 3–6% (unconfirmed).