TSMC guides ~$176B revenue for 2026, audits customer buildouts and power before expanding
BenBajarin · x · 2026-10-16
Creative Strategies' Ben Bajarin breaks down TSMC's Q3 results: 2026 revenue guidance of roughly $176 billion, above every case in their Core Foundry model, with demand still well above supply. The key signal is how TSMC got comfortable expanding — sending its own teams to verify customers' build-outs and power supply before committing to a larger capacity plan. Q4 guidance pairs higher sales with a lower gross-margin midpoint as new capacity ramps.
Related event: TSMC Q3 Revenue Up 41% to $46.7B, Strong Q4 Guidance(2 posts)→
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