TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

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TSMC (2330) reported Q3 revenue of NT$1.49T (~$46.7B), up 50% YoY, exceeding guidance. Gross margin is expected at 65–67%, operating margin at 56–58%. The company raised 2026 capex to $60–64B. Analysts focus on AI demand, 2nm process, and cost pressures. Options imply a ~4% post-earnings move.

Summary pending. Not investment advice. Figures are as stated by the linked sources.