TSMC is coming off a record quarter and the case for the stock to rally is still being made. The tape cares less about the print itself than what is already priced in, so the question is whether the m

What happened: Taiwan Semiconductor Manufacturing (NYSE: TSM) reported record third-quarter revenue, and management guided fourth-quarter revenue higher. CEO C.C. Wei said AI chip demand is still far above what TSMC can supply. Key numbers: Q3 revenue $46.7 billion, up 41% year over year. Why it matters: The content states the valuation looks attractive relative to expected high double-digit earnings growth. Wei also said TSMC is planning cautiously for 2027 given macroeconomic uncertainty, with rising component prices pressuring consumer electronics demand.

Taiwan Semiconductor Manufacturing (NYSE: TSM) reported record third-quarter revenue, and management guided fourth-quarter revenue higher. CEO C.C. Wei said AI chip demand is still far above what TSMC can supply.

The content states the valuation looks attractive relative to expected high double-digit earnings growth. Wei also said TSMC is planning cautiously for 2027 given macroeconomic uncertainty, with rising component prices pressuring consumer electronics demand.