TSMC just posted the quarter that silences every AI bubble call — $46.7B revenue beating the top of its own guidance, with profit beating estimates too. Then came the real shock: Q4 guidance of $52.3–$54.3B, about 58% growth from a year ago. 2nm chips already drove 8% of wafer revenue, gross margin held at 66.4% despite the costly ramp, and TSMC is still spending $60–64B on new capacity — while its CEO says the gap between AI demand and supply is still quite big. This is not a slowdown. This is an acceleration.
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TSMC beat its own guidance with $46.7B revenue, then guided Q4 to $52.3–$54.3B — about 58% growth. With 2nm at 8% of wafer revenue, 66.4% gross margin, and $60–$64B in capex, the CEO still says AI demand far outruns supply. Does this end the AI bubble debate?