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TSM ▼ -0.1% - Taiwan Semiconductor Manufacturing Company Limited
TSM ▼ -0.1% - Taiwan Semiconductor Manufacturing Company Limited
$TSM reported Aug. revenue of $16.3B, up 53.3% YoY TSMC says it still can’t meet demand even while working on roughly 20 fabs simultaneously, around 4-5x its historical pace, with chipmaking tool needs nearly doubling since the end of last year.
Taiwan Semiconductor Manufacturing Company (TSM) fell 0.1% despite reporting August revenue of $16.3 billion, a 53.3% year-over-year increase, as the company indicated it remains unable to meet demand despite operating roughly 20 fabs simultaneously at four to five times its historical construction pace. The muted stock reaction suggests investors may have already priced in strong revenue growth, or that concerns about execution risks and supply chain constraints offset enthusiasm from the robust demand environment.
10-SEP-2026 05:18 AM ET
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