Taiwan Semiconductor Manufacturing Company GAAP EPADR of $4.60 beats by $0.09, revenue of $46.72B beats by $1.02B

What happened: Taiwan Semiconductor Manufacturing Company reported Q3 GAAP EPADR of $4.60, beating estimates by $0.09, and revenue of $46.72B, beating by $1.02B. Key numbers: GAAP EPADR $4.60, beat by $0.09. Revenue $46.72B, up 41.1% Y/Y, beat by $1.02B. Gross margin 66.4%, operating margin 58.7%, net profit margin 51.1%. 2-nanometer 8% of wafer revenue, 3-nanometer 33%, 5-nanometer 28%, 7-nanometer 10%. Why it matters: The beat comes as analysts debate AI demand strength against capital expenditure risk, with previews citing roughly 50% revenue growth and margin focus ahead of the print. Market: -3.4% today ($430.12), +35.3% YTD, 1.5x vol — as of 22:46 UTC

Taiwan Semiconductor Manufacturing Company reported Q3 GAAP EPADR of $4.60, beating estimates by $0.09, and revenue of $46.72B, beating by $1.02B.

The beat comes as analysts debate AI demand strength against capital expenditure risk, with previews citing roughly 50% revenue growth and margin focus ahead of the print. Market: -3.4% today ($430.12), +35.3% YTD, 1.5x vol — as of 22:46 UTC