Global semi news — Korea, China, Taiwan, the US, and Japan. Government policy, export controls, capex moves, supply-chain shifts, and macro events. AI-classified and tagged with affected tickers. All headlines link back to the originating publisher.
Original: 台積電法說會／估第4季美元營收衝上543億美元續創高 中間值季增14% | 產業熱點 | 產業 - 經濟日報
TSMC guided Q4 2026 USD revenue to a midpoint of $54.3B, representing 14% sequential growth and a new all-time quarterly high. The guidance was delivered at the company's investor conference (法說會) and signals continued strength in AI-driven advanced-node demand. The beat-and-raise print reinforces TSMC's pricing power and capacity utilization heading into year-end.
Why it matters: TSMC's official Q4 earnings guidance with a specific revenue figure and QoQ growth rate is a directly stock-moving event for TSMC and its supply chain.
Open source articleOriginal: 搶在台積電法說前卡位！爆4.2萬張天量 寫近2個月新高 - Yahoo股市
TSMC (2330) saw a massive single-day trading volume of 42,000 lots on the Taiwan exchange, the highest in nearly two months, as investors positioned ahead of the company's upcoming investor conference (法說會). The volume spike and concurrent price breakout to a 2-month high suggest strong buy-side conviction heading into earnings. No fundamental news was disclosed; this is a market-positioning signal tied to TSMC's earnings visibility.
Why it matters: Pre-earnings volume and price action is a demand signal worth noting but contains no new fundamental disclosure — no capex, contract, or guidance update.
Original: 〈台積電法說〉Q3純益7630.64億元季增8% EPS29.43元續創單季新高
TSMC posted Q3 net profit of NT$763.1B (~$23.9B), up 8% QoQ and 68.7% YoY, with EPS of NT$29.43 — an all-time quarterly record. Revenue of $46.7B (+16.2% QoQ, +41.2% YoY) was driven by HPC at 68% of the platform mix, confirming sustained AI infrastructure demand; advanced nodes (7nm and below) accounted for 79% of wafer revenue. Gross margin of 66.4% dipped 1.3pp QoQ due to early 2nm ramp dilution, but operating margin of 58.7% exceeded company guidance.
Why it matters: TSMC's Q3 earnings print — record EPS, $46.7B revenue beating expectations, HPC mix at 68%, and the first meaningful 2nm revenue disclosure at 8% — are clear stock-moving data points for TSMC and its AI supply chain.
Open source articleOriginal: 〈台積電法說〉Q3純益7630.64億元季增8% EPS29.43元續創單季新高 - 鉅亨網
TSMC reported Q3 2026 net income of NT$763.1 billion (~USD 23.8B), up 8% quarter-on-quarter and a new single-quarter record. EPS of NT$29.43 also set an all-time quarterly high, reflecting continued strong demand for leading-edge nodes driven by AI accelerator orders. The results were disclosed at TSMC's quarterly analyst call.
Why it matters: Quarterly earnings beat with record EPS is a direct stock-moving event for TSMC and signals sustained AI-driven demand benefiting the broader foundry supply chain.
Open source articleOriginal: 傳字節跳動與聯發科接近達成資料中心晶片供貨協議，有望成第二大客戶
ByteDance is in advanced negotiations with MediaTek (2454) to procure custom ASICs for its data centers, with a deal reportedly close to finalization. If signed, ByteDance would become MediaTek's second-largest ASIC customer after Google, cementing MediaTek's push into the data center custom silicon market. The agreement would directly expand MediaTek's ASIC revenue base and intensify its competition with Qualcomm.
Why it matters: A named, near-finalized major customer win (ByteDance as MediaTek's second-largest ASIC client after Google) is a clear contract signal that directly improves MediaTek's data center revenue outlook.
Original: 2330台積電財報數據好得嚇人👍 營收年增50.9％ 📈營收年增50.9％ 📈營收季增17.6％ 📈稅後純益年增68.7％ 📈稅後純益季增8％ . EPS則由第二季27.25元升至29.43元。 法人原本預估EPS約28.89元，實際數字高於法人預期 明天該還一個公道價了吧😎 - Facebook
TSMC (2330) reported blockbuster Q3 2026 results with revenue up 50.9% year-on-year and 17.6% quarter-on-quarter, while net profit surged 68.7% YoY and 8% QoQ. EPS came in at NT$29.43, topping the institutional consensus of NT$28.89 by roughly 1.9%. The broad-based beat signals sustained AI-driven wafer demand well ahead of street estimates.
Why it matters: Confirmed earnings beat with specific EPS figures exceeding consensus — a direct stock-moving event for TSMC and a read-through for its foundry and fabless customer ecosystem.
Open source articleOriginal: 〈焦點股〉緯穎慘亮綠燈 跌破2000元關創波段低點
Wiwynn (6669-TW) locked at the limit-down price of NT$1,905 on Oct 15 as Taiwan's broader market plunged 1,000+ points, with ~3,000 lots queued for sale and total session volume exceeding 7,000 lots. Despite the selloff, Q4 guidance remains constructive: ASIC revenue mix is set to overtake general-purpose servers this quarter, with GPU product shipments beginning by quarter-end. September revenue reached NT$172.6B (+19.6% MoM, +100.0% YoY), lifting the 9-month cumulative to NT$989.3B (+50.3% YoY); separately, Wiwynn debuted an integrated AI compute system at 2026 OCP alongside Ayar Labs and Global Unichip (3443-TW), combining 3443's ASIC with Ayar's TeraPHY optical engine.
Why it matters: Limit-down circuit-breaker event with hard price data, a concrete Q4 ASIC-mix guidance shift, GPU shipment timeline, and strong monthly/quarterly earnings figures — all direct stock-moving inputs for Wiwynn holders.
Open source articleOriginal: 松川毛利率站上30%、營收連4季創高 Q4有望再攀峰
Lite-On (2301) and Delta Electronics (2308) are each accelerating NT$40–50B (~US$1.2–1.6B) investment plans to acquire land and expand power-supply capacity in Texas, driven by intensifying hyperscaler AI capex. The disclosure comes amid a broader Taiwan power-supply boom: relay maker Songchuan Precision (7788, outside tracked universe) posted a fourth consecutive quarterly revenue record in Q3 2026 (NT$2.74B), with gross margin sustained above 30% and data-center product mix rising 5pp YoY to 17%. Q4 revenue is expected to hold near Q3 levels, with analysts flagging upside potential.
Why it matters: Named capex commitments of NT$40–50B each by tracked tickers 2301 and 2308 for US power-supply expansion are clear stock-moving events tied to the AI infrastructure buildout cycle.
Open source articleOriginal: 台積電第三季財報揭曉，毛利率讓市場不滿意？台指期一度殺破「4萬7」 | 林彥呈 | 財經 - 風傳媒
TSMC's Q3 earnings release revealed gross margin that fell short of market expectations, triggering a broad sell-off in Taiwan equities and pushing the Taiwan Futures Index (TAIEX Futures) momentarily below the 47,000 level. The margin miss raises concerns about pricing pressure or cost escalation in TSMC's advanced-node foundry operations. Investors are reassessing near-term earnings momentum for the world's largest contract chipmaker.
Why it matters: TSMC gross margin miss is a direct earnings catalyst with immediate valuation consequences for 2330 and knock-on effects across the Taiwan semiconductor index.
Open source articleOriginal: 台積電第三季 EPS 29.43 元創新高，先進製程占比 79%，2 奈米貢獻營收達 8%
TSMC posted record Q3 2026 EPS of NT$29.43 ($4.60/ADR), with revenue of $46.7B (+41.2% YoY, +16.2% QoQ) and net income of ~$23.8B (+68.7% YoY); gross margin reached 66.4%, at the high end of guidance. Advanced nodes (7nm and below) accounted for 79% of wafer revenue, led by 3nm (33%) and 5nm (28%), while 2nm made its first commercial contribution at 8%. Q4 guidance is set at $52.3B–$54.3B (+11–16% QoQ) with gross margin of 65–67%, driven by HPC demand that now represents 68% of total revenue (+22% QoQ).
Why it matters: Record quarterly EPS, 2nm revenue inflection, and above-consensus Q4 guidance are clear stock-moving events with direct read-throughs to the broader advanced-node supply chain.
Open source article