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Gabay
Gabay
Record profit doesn't settle the $TSM valuation debate TSMC posted NT$763.1B in Q3 net income and roughly NT$477B in free cash flow, but its planned 2026 capex is $60–64B The key isn't whether AI demand is booming. It is. The key is how much return TSMC earns on the billions needed to serve it—and how much of that success the stock already prices in #TSMCQ3RecordProfit
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Instantané au 15 oct. 2026 à 23:45

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