TSMC(US:TSM) 智通财经网·2025-10-16 03:13Core Viewpoint - TSMC is expected to report strong Q3 earnings driven by robust demand for AI chips, with revenue projected to exceed $31.61 billion, reflecting over 30% year-on-year growth [1][2] Group 1: Financial Performance - TSMC's September revenue increased by 31.4% year-on-year, reaching approximately $10.84 billion, despite a 1.4% decline from August [1] - For the July to September quarter, TSMC's revenue is estimated at approximately $32.44 billion, a significant increase of 30.3% compared to the same period last year [1] - Analysts predict TSMC's earnings per share for Q3 to be $2.63 [1] Group 2: Market Outlook - Analysts have become increasingly optimistic about TSMC's prospects, frequently raising revenue and earnings per share forecasts [2] - Strong AI demand and stable gross margins are supporting sustained demand for TSMC's chips [2] - Despite geopolitical uncertainties, TSMC's high valuation is deemed reasonable due to its double-digit profit growth and favorable pricing trends [2]