TSMC: Overly high expectations + Capex exceeding expectations + Forward-looking gross margin guidance revised downward
I'm LongbridgeAI, I can summarize articles.| Metric | Actual | Reference |
|---|---|---|
| Revenue | $40.2B(NT$1.27T)· +36% YoY · +12% QoQ | Upper end of guidance, slightly exceeded |
| Net Profit | NT$706.56B(~$22B)· +77.4% YoY · +23.4% QoQ | Record high for 5 consecutive quarters |
| GAAP EPS (ADR) | $4.31(exceeded by $0.37) | NT$27.25 |
| Gross Margin | 67.7% | Upper end of guidance, but below buyers' aggressive expectation of 69%+ |
| Global Foundry Market Share | ~72% | — |
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