TSMC posted record Q3 profit with $98B of capex planned through 2028. The spending plan is the tell: this buildout is being underwritten years out, not quarter to quarter.
TSMC's Q3 record profit and $98B capex through 2028 drive this score.
What changed
TSMC's Q3 record profit and $98B capex through 2028 drive this score.
Why it matters
TSMC's Q3 record profit and $98B capex through 2028 drive this score. — impact context not separately stored; see What changed.
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Oct 17, 2026 07:59 AM ET