TSMC Q3 profit up 69%; ByteDance in talks to buy MediaTek data center chips

创业邦 · wechat · 2026-10-16

Industry roundup: TSMC's Q3 net profit rose 69% to $23.6B on 51% revenue growth to $47B, with capex up to a record $64B — outperforming amid AI-stock pessimism. ByteDance is reportedly in deep talks with MediaTek for custom data center ASICs, potentially becoming its second-largest ASIC customer after Google. Also: BMW targets 95%+ China-made vehicles by 2030; CATL says storage is now core power infrastructure; China's Sep battery sales hit 222.7GWh, up 52% YoY.

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