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cbaj
cbaj
Record numbers from TSMC, but I think the real story is what comes next. 🧐 Revenue was already disclosed month by month, so the surprise is limited. What matters now is the margin guidance (65%-67% vs 67.7% in Q2) and how much TSMC will spend on capex. Still, with demand for AI chips this strong, I see the long-term picture as solid. Short term, the market may stay cautious. 📊 #TSMCQ3RecordProfit $TSM Just my opinion, not financial advice.

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