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@Unclestocknotes · 2026-10-11 08:49

TSMC September revenue hit NT$511.86B, +54.6% YoY. Jan–Sep sales reached NT$3.90T, +41.1%. Monthly sales imply Q3 revenue of ~NT$1.494T, or ~$46.7B at its NT$32 planning rate—above the $44.6–45.8B guide. Actual USD revenue remains to be confirmed. Strong $TSM sales support AI-chip demand, a positive signal for $NVDA. Sustained capacity expansion could benefit $ASML, $AMAT and $LRCX, while related HBM demand supports $MU. All eyes are on the Oct. 15 earnings call: Q4 guidance, AI growth, CoWoS capacity and 2027 capex plans will help gauge demand durability. Revenue delivered a strong report card. Now watch whether next year’s orders, capacity and earnings can support the expectations already in the stock.

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