Overview
- The foundry reported third-quarter revenue of NT$989.9 billion ($33.1 billion), up 30% year over year, and diluted EPS of NT$17.44 ($2.92), up 39%.
- High-performance computing, which includes advanced AI chips, accounted for 57% of quarterly revenue, surpassing smartphones.
- TSMC is building three new U.S. fabs plus packaging and R&D facilities in a program reported at $165 billion.
- The company manufactures advanced chips for major customers Nvidia and AMD, underscoring its central role in the AI supply chain.
- Valuation data cited by YCharts shows TSMC trading at a lower P/E than Nvidia and AMD.