TSMC reported another record-breaking quarter driven by relentless demand for AI chips, with Q3 revenue surging 41% year-on-year to US$46.7 billion and net profit margins reaching an extraordinary 51%.
The Morning Run team breaks down TSMC’s latest earnings numbers.
The conversation examines the massive US$60 billion to US$64 billion capex budget, aggressive global expansion, and production bottlenecks, as well as what these developments mean for Malaysia's OSAT ecosystem. Plus, a look at the quiet cost behind TSMC's US expansion.
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