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Robust YoY revenue growth amid AI-chip demand, plus a confirmed High-NA EUV roadmap, reduces downside risk ahead of Q3 earnings; valuations could re-rate on stronger guidance or margin resilience. Historical patterns show TSMC shares reacting positively to AI demand signals and capex-driven upside around earnings.
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TSMC posted September revenue of NT$511.86B ($16.03B), up 54.6% YoY but down 0.6% MoM, with Q3 revenue around NT$1.49T. The company reaffirmed its use of ASML High-NA EUV tech, signaling sustained demand for advanced nodes. With Q3 earnings due next week, investors will scrutinize demand strength, margins, and capex implications for the near term.
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