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TSM — Ruslan Averin's Analysis · 2 entries

  1. TSMC Q3 2026 Earnings: Net Profit NT$763.1B Beats, Q4 Guidance $52.3–54.3B as Asian Chip Stocks Crash
    ·7 min read

    TSMC Q3 2026 Earnings: Net Profit NT$763.1B Beats, Q4 Guidance $52.3–54.3B as Asian Chip Stocks Crash

    TSMC Q3 2026 earnings: net profit NT$763.1B beat LSEG's NT$746.3B, revenue $46.72B, Q4 guidance $52.3–54.3B, 2026 growth ~44%.

  2. TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing
    ·5 min read

    TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing

    Ruslan Averin on TSMC's June sales up 67.9% and first-half revenue near $75B — the clearest read that AI infrastructure demand is accelerating, not peaking.