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Revenue Likely to be Driven by Continued Growth in AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2674586887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674586887?lang=en_us&edition=fundamental","pubTime":"2026-10-09 11:05","pubTimestamp":1791515100,"startTime":"0","endTime":"0","summary":"0305 GMT - Taiwan Semiconductor Manufacturing Co.'s revenue is likely to be driven by continued growth in AI demand and resilient high-end smatphone demand, Bernstein says. TSMC's 3Q revenue at 1.49 trillion New Taiwan dollars, calculated based on its monthly revenue, is 3% above the market consensus, Bernstein analysts say. The firm expects TSMC's revenue in U.S. dollar terms to increase 41% this year. Investors will be focusing on TSMC's 2-nanometer production increase, potential further expansion in the U.S. and its 2027 outlook when the chip maker announces its full 3Q earnings Thursday, the analysts say. Bernstein sees an upside risk to its current projection that TSMC's revenue will grow 30% annually in 2027 and 2028. Shares are 1.35% lower at 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Semiconductor Manufacturing Co Ltd Stock (TSM) Moved Down by 3.09% on Oct 8: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2674001467","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674001467?lang=en_us&edition=fundamental","pubTime":"2026-10-09 01:15","pubTimestamp":1791479728,"startTime":"0","endTime":"0","summary":"• Taiwan Semiconductor shares faced selling pressure due to short-term profit-taking.\n• Record third-quarter revenue surpassed Wall Street estimates despite a minor September decline.\n• The stock exhibits neutral RSI conditions and an average analyst price 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Falls Below $470 as Good News Materializes: How Far Will This Pullback Go?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070966","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070966?lang=en_us&edition=fundamental","pubTime":"2026-10-08 21:10","pubTimestamp":1791465052,"startTime":"0","endTime":"0","summary":"TSMC faced selling pressure as positive catalysts were fully priced in, with its stock price falling below the $470 mark. 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However, analyst ratings, energy prices, and corporate earnings continued to drive clear divergence among individual 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TSMC reported on October 8, 2026 that consolidated net revenue for September 2026 reached NT$511.86 billion...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/tsmc-posts-55-september-revenue-surge-and-bolsters-u-s-subsidiary-financing?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/tsmc-posts-55-september-revenue-surge-and-bolsters-u-s-subsidiary-financing?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1282649810.SGD","TTEQ","LU0823421416.USD","IE00BQXX3C00.GBP","LU2089283258.USD","LU2054465674.USD","IE0004445239.USD","LU0572940350.SGD","BK4503","BK4588","LU0124676726.USD","IE00BQXX3F31.USD","LU0211327993.USD","LU0109392836.USD","LU2125154778.USD","BK4585","IE00BFXG0V08.USD","LU1868838027.USD","LU1989772840.SGD","LU2860962120.EUR","LU2471134879.HKD","03145","IE00BHPRN162.USD","LU2250418816.HKD","BK4605","BK4581","LU0642271901.SGD","LU1211504680.USD","LU0143863784.USD","LU1316542783.SGD","LU0094547139.USD","LU2028103732.USD","EMM","BK4550","CORO","LU1852331112.SGD","LU2092937221.SGD","LU0359202008.SGD","LU2491050154.USD","BK4533","LU2750360997.AUD","IE00BKPKM429.USD","LU0965509010.AUD","CGNG","LU0348723411.USD","LU0823414551.USD","ADVE","LU0082616367.USD","LU0143863198.USD","LU2247934214.USD","LU0072462343.USD","BK4141","BK4554","LU0158827948.USD","TWSC","BK4526","LU1267930813.SGD","BLOX","TSMG","TSMU","LU0861579265.USD","IE0004091025.USD","AVSE","LU0345770993.USD","LU0965508806.USD","LU0541501648.USD","LU1323610961.USD","SGXZ99366536.SGD","STSM","BK4505","LU1712237335.SGD","LU2294711713.HKD","AVEM","BK4548","SPTE","LU2023251221.USD","LU2360106780.USD","SGXZ51526630.SGD","LU1048588211.SGD","LU0889565833.HKD","LU0823414478.USD","LU0878005551.USD","TSMY","BK4527","LU1508157978.USD","LU2125154935.USD","LU0359201885.HKD","LU2271345857.HKD","LU2111349929.HKD","LU0345770308.USD","IE00BYQQ9H92.USD","LU0792757196.USD","LU2471134796.USD","LU2663582299.SGD","FDTX","CNEQ","LU1989764748.USD","LU2106854487.HKD","MEMX","UMMA","LU0353189680.USD","LU1267930490.SGD","LU1623119135.USD","LU1989764664.SGD","BK4534","LU0158827781.USD","LU1023057109.AUD","LU2087625088.SGD","SGXZ81514606.USD","LU0359201612.USD","LU2063271972.USD","LU2133065610.SGD","IE00BQXX3D17.EUR","BAI","LU0198837287.USD","AVXC","BK4602","LU0353189763.USD","LU0488056044.USD","EMC","LU2211814178.USD","WUGI","LU2458330169.SGD","TSMX","LU0264606111.USD","LU0965509101.SGD","LU1868837722.USD","LU0175139822.USD","LU0541502299.USD","AIQ","LU2750360641.GBP","IE00B5TLWC47.USD","IE0004086264.USD","LU1974910355.USD","BK4512","IE00B3M56506.USD","LU1282649067.USD","BK4543","LU0056508442.USD","LU2041044095.USD","SPWO","TSMZ","LU0882747503.HKD","LU0878004406.USD","LU0238689110.USD","LU0289960550.SGD","ASIA","LU2506951792.HKD","LU1037948541.HKD","CGGO","IE00BZ199S13.USD","LU2471134952.CNY","LU2298321311.HKD","CGIC","CWI","LU2471134523.USD","LU0965509283.SGD","LU1868837565.USD","LU0211328371.USD","TINS","LU0310799852.SGD","SG9999000418.SGD","LU2237443622.USD","IE00BD6J9T35.USD","LU2023250504.SGD","LU1934455194.USD","SG9999004220.SGD","HK0000107257.USD","LU1989772923.USD","CGDG","ESIM","LU2211815571.USD","LU2543165471.USD","LU2491049909.HKD","BK4612","KNOW","LU2491050071.SGD","LU0384037296.USD","LU1037948897.HKD","LU1934455277.USD","LU2237443549.SGD","LU0823421333.USD","LU2360108059.USD","TEK","BK4591","LU2360032135.SGD","LU2089284900.SGD","LU0889566641.SGD","LU2249611893.SGD","LU2237443382.USD","LU0316494557.USD","LU2357125470.USD","LU0323591593.USD","LU0572939691.SGD","LU1917777945.USD","BK4532","CHPX","LU1803068979.SGD","LU0719512351.SGD","LU0689626769.HKD","LU1934455863.HKD","LU2237443978.SGD","SMH","LU2458330243.SGD","TSM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673073162","title":"Stocks to Watch: Samsung, Pepsi, TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2673073162","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673073162?lang=en_us&edition=fundamental","pubTime":"2026-10-08 17:57","pubTimestamp":1791453420,"startTime":"0","endTime":"0","summary":"Samsung Electronics : The Korean chip company said it expects its operating profit for this quarter to be more than double what it made for all of 2025. Still, shares fell, showing how lofty expectations from AI beneficiaries have become.Taiwan Semiconductor Manufacturing : The chip giant's September sales rose 55% on year, but they were down 0.6% from the previous month. Its U.S.-listed shares slipped premarket.PepsiCo  is due to report earnings before the bell.Applied Digital Corp. : Shares rose premarket after the data-center developer reported that quarterly revenue more than quadrupled thanks to demand from AI hyperscalers, though it still lost money.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BFXG0V08.USD","IE00BBT3K403.USD","TTEQ","TSMG","DAPP","CGIC","FDIG","IE000BZT7R73.USD","LU1852331112.SGD","LU1934455194.USD","ADVE","SG9999004220.SGD","BK4609","LU0359201885.HKD","BK4503","BK4170","AIQ","BK4581","IE000SO60NU8.SGD","LU0541502299.USD","CGDG","LU2106854487.HKD","LU0359201612.USD","LU0541501648.USD","KNOW","LU0238689110.USD","LU0861579265.USD","LU1989772840.SGD","TSMZ","LU1894683348.USD","LU1244550494.USD","LU2271345857.HKD","LU1989764664.SGD","LU2294711713.HKD","AVSE","CNEQ","LU1282649810.SGD","BK4612","LU2063271972.USD","LU0359202008.SGD","LU2543165471.USD","LU0823414551.USD","LU0965509010.AUD","BK4550","MEMX","LU0264606111.USD","SMH","LU0488056044.USD","AVEM","LU1508157978.USD","IE00B5TLWC47.USD","IE00BLSP4452.SGD","LU0965509101.SGD","07347","LU2360108059.USD","LU0823421333.USD","BK4527","IE0004091025.USD","LU1244550577.SGD","IE00B3M56506.USD","LU0143863198.USD","LU0719512351.SGD","LU1712237335.SGD","BK4602","LU0289960550.SGD","LU0211327993.USD","BK4548","BK4554","LU2860962120.EUR","LU0572939691.SGD","LU1162221912.USD","SGXZ51526630.SGD","LU2491050154.USD","07747","BK4532","LU0345770308.USD","LU0345770993.USD","SGXZ81514606.USD","BK4023","LU1316542783.SGD","IE00BHPRN162.USD","LU0072462343.USD","ASIA","CHPX","LU0175139822.USD","LU1934455277.USD","HK0000107257.USD","03145","LU2111349929.HKD","AVXC","IE000F7OJYX1.SGD","LU0792757196.USD","TSMY","LU0320765646.SGD","LU1894683264.USD","LU0124676726.USD","IE00BD6J9T35.USD","BK4591","CORO","BK4116","EMM","LU2023250504.SGD","TWSC","STSM","LU1211504680.USD","LU2089283258.USD","LU2023251221.USD","BK4533","LU1244550221.USD","APLX","IE000MB6IJN5.SGD","IE00BN8TJ469.HKD","LU0310799852.SGD","LU0348723411.USD","LU1323610961.USD","IE00BQXX3F31.USD","LU2491050071.SGD","BK4588","LU2028103732.USD","LU2357125470.USD","SGXZ99366536.SGD","TINS","LU0823414478.USD","LU1282649067.USD","LU0158827948.USD","LU0082616367.USD","LU2211814178.USD","LU0094547139.USD","SPTE","LU2125154778.USD","LU1037948541.HKD","LU0889566641.SGD","LU0198837287.USD","LU0098860793.USD","LU0642271901.SGD","LU1023057109.AUD","LU2054465674.USD","BK4504","BK4141","LU0965509283.SGD","SPWO","LU2041044095.USD","LU2298321311.HKD","UMMA","LU1868837722.USD","LU0384037296.USD","LU0823421416.USD","SSNLF","LU1989764748.USD","LU2237443622.USD","LU1267930490.SGD","LU2211815571.USD","LU1623119135.USD","LU2089284900.SGD","APLD","WUGI","LU0353189763.USD","LU0965508806.USD","LU0889565833.HKD","IE00BQXX3C00.GBP","IE0004086264.USD","IE00BZ199S13.USD","FTXG","LU0572940350.SGD","LU0316494557.USD","TEK","LU0143863784.USD","BK4177","IE00BKPKM429.USD","CGGO","LU2360106780.USD","BAI","BK4534","ESIM","IBLC","LU0109392836.USD","LU2250418816.HKD","IE0004445239.USD","BK4526","BK4512","LU2471134879.HKD","LU1934455863.HKD","LU2458330169.SGD","LU2471134952.CNY","CGNG","IE0000B7K699.USD","LU2506951792.HKD","LU1989772923.USD","LU2237443549.SGD","BK4566","EMC","IE000WAW04H5.SGD","LU1803068979.SGD","LU0056508442.USD","LU1917777945.USD","LU1974910355.USD","IE00BLSP4239.USD","LU1048588211.SGD","LU2092937221.SGD","LU2247934214.USD","LU2249611893.SGD","LU2491049909.HKD","LU2663582299.SGD","TSMX","IE00BQXX3D17.EUR","LU0323591593.USD","FDTX","LU1037948897.HKD","LU2087625088.SGD","LU1929549753.HKD","LU2125154935.USD","LU2471134796.USD","BK4605","BK4585","BLOX","LU0211328371.USD","BK4505","IE00BYQQ9H92.USD","BK4543","LU0689626769.HKD","TSMU","LU2750360641.GBP","BK4608","LU0158827781.USD","LU1868838027.USD","LU2458330243.SGD","LU0878004406.USD","LU0882747503.HKD","LU1868837565.USD","LU2237443382.USD","LU2471134523.USD","LU0234572021.USD","CWI","PEP","IE00B3T34201.USD","LU0353189680.USD","LU0878005551.USD","TSM","LU2360032135.SGD","LU2750360997.AUD","LU2133065610.SGD","MNRS","LU2237443978.SGD","SG9999000418.SGD","LU1267930813.SGD","APLZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673137078","title":"TSMC Sales are a Good Sign for the AI Trade. Tech Stocks are Falling Anyway.","url":"https://stock-news.laohu8.com/highlight/detail?id=2673137078","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673137078?lang=en_us&edition=fundamental","pubTime":"2026-10-08 17:36","pubTimestamp":1791452160,"startTime":"0","endTime":"0","summary":"The artificial-intelligence trade just got a pretty strong signal that the good times can keep going. But tech stocks were falling anyway ahead of the open Thursday.Higher oil prices and rising Treasury yields were preoccupying investors instead, and perhaps understandably so. However, chip maker Taiwan Semiconductor Manufacturing's bumper revenue shouldn't be ignored -- and neither should memory-chip giant Samsung's ninefold increase in profit.Demand for AI chips is relentless.TSMC reported a 55% revenue jump to 511.9 billion New Taiwan dollars  in September. That takes its total third-quarter revenue to NT$1.49 trillion  -- a 51% increase year over year and higher than analysts' expectations of NT$1.46 trillion, according to FactSet data.The only blemish was September's revenue falling 0.6% from August. TSMC's American depositary receipts were down 1.1% ahead of the open.U.S. tech stocks were not taking their cue from TSMC or Samsung, though, but from higher bond yields and oil 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