# semiconductor guidance — X 热门讨论 (2026-10-09 05:20 UTC)
## @AIStockSavvy (Hardik Shah) · 10-08 10:53 · ♥30 ↻6 💬3 ⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $TSM TSMC September Revenue Surges 54.6% YoY to NT$511.86 Billion
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗧𝗦𝗠𝗖 reports September 2026 revenue of 𝗡𝗧$𝟱𝟭𝟭.𝟴𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.
➤ Monthly revenue surged 𝟱𝟰.𝟲% year over year.
➤ Revenue declined 𝟬.𝟲% compared with August 2026.
➤ August revenue stood at 𝗡𝗧$𝟱𝟭𝟰.𝟴𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.
➤ September 2025 revenue was 𝗡𝗧$𝟯𝟯𝟬.𝟵𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.
➤ January–September 2026 revenue reached 𝗡𝗧$𝟯.𝟵𝟬 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻.
➤ Nine-month revenue increased 𝟰𝟭.𝟭% year over year.
➤ Comparable 2025 nine-month revenue totaled 𝗡𝗧$𝟮.𝟳𝟲 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻.
➤ Nine-month revenue increased approximately 𝗡𝗧$𝟭.𝟭𝟰 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 year over year.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ Strong 𝟱𝟰.𝟲% annual growth signals sustained momentum in semiconductor demand.
➤ Results are consistent with strong demand for 𝗔𝗜 and advanced chips.
➤ 𝗧𝗦𝗠𝗖's growth could support sentiment toward semiconductor and AI-related stocks.
➤ Slight monthly decline highlights potential short-term revenue fluctuations despite strong annual growth.
➤ Investors will watch upcoming earnings for 𝗽𝗿𝗼𝗳𝗶𝘁 𝗺𝗮𝗿𝗴𝗶𝗻𝘀, 𝗔𝗜 𝗱𝗲𝗺𝗮𝗻𝗱, and future guidance. https://x.com/AIStockSavvy/status/2108148776091181322
## @JackFarley96 (Jack Farley) · 10-08 16:40 · ♥31 ↻4 💬4 OUT NOW - since June, a quiet paradox has gripped the semiconductor industry. Earnings are booming >100%, demand signals are white-hot, and yet valuations have collapsed.
@Srasgon's explanation is simple: investors clearly have worry about a cycle peak.
Earnings beats are being rewarded less and less as investors expect the historically-cyclical semiconductor earnings to slow down in 2028. Stacy's question is... WHAT IF THIS IS WRONG?
Perhaps it could be. Fundamentals are getting better not worse. Stacy recently met with commanding heights of semi industry (Broadcom Nvidia etc) and in many cases, demand is WELL in excess of the guidance, meaning guidance is a haircut on what can actually be built not on how much customers actually want.
We talk about semicap ($AMAT $LRCX etc) where Stacy is bullish as well as dotcom comparisons. Enjoy!
Apple https://t.co/Jt4QRIIfGg
Spotify https://t.co/DWY0OmKZwB
YouTube https://t.co/jBgzNyYL7U https://x.com/JackFarley96/status/2108236114850988093