TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?

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102158192 joined discussion · Oct 17, 2024 14:28

Q4 Forecast

Taiwan Semiconductor expects fourth quarter revenue to be between $26.1 billion and $26.9 billion, with an estimated $24.94 billion; Taiwan Semiconductor expects fourth quarter gross margin to be 57% to 59%, with an estimated 54.7%; Capital expenditures for 2024 are expected to be slightly higher than $30 billion; In US dollars, sales for this year are expected to increase by nearly 30%.

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