Polyguesstw·2d ago台積電10月營收5,869億創新高！月增14.7%、年增59.7%，第四季財測還差多少？｜PolyGuess 台灣預測遊戲台積電 2026 年 10 月合併營收約 新台幣 5,868 億 9,000 萬元，比 9 月增加 14.7%，比 2025 年 10 月增加 59.7%。這是台積電 11 月 10 日在官網發布的營收報告，也是目前為止的單月最高，比原本的紀錄（2026 年 8 月…
Tai·3d agoU.S. National Labs Push High-NA EUV and X-ray Metrology — Semiconductor News, November 9, 2026My take: Being first isn’t always the win — sometimes the smart move is to let a rival go first.A response icon1A response icon1
Michael Parekh·4d agoAI: TSMC, the ‘Fed of AI’, Eyes Memory. AI-RTZ #1264Nvidia asks its oldest partner to take on SK Hynix, Samsung, Micron, and China’s CXMT and YMTC.
Tai·4d agoTSMC Weighs 3D DRAM at NVIDIA’s Request: Can It Challenge the HBM Big Three?Today’s 3-line summaryA response icon1A response icon1
The Gambit Atlas·Oct 26Taiwan builds chip industrial parks in texas as reshoring's hard part beginsTSMC has committed $165 billion to Arizona and Taiwan's government is now scouting Texas sites, but a fab needs power grids, chemical…A response icon1A response icon1
Tai·Oct 18Samsung to Adopt TSMC 3nm for Nvidia’s Custom HBM as Rivals Cooperate [Oct 19, 2026 Semiconductor…Today’s 3-Line SummaryA response icon1A response icon1
Tai·Oct 17TSMC and ASML Post Strong Results, Yet Chip Stocks Plunge as AI Investment Fears Grow [Oct 18, 2026…Today’s 3-Line SummaryA response icon1A response icon1
Tai·Oct 16TSMC Kumamoto Fab 2 Gets Official Nod for 3nm, Starting at 6,000 Wafers a Month [Oct 17, 2026…Today’s 3-line summary
Tai·Oct 15TSMC’s 2nm Reaches 8% of Wafer Revenue; ASML Weighs Extra Capacity for 2028 [Oct 16, 2026…Today’s 3-line summaryA response icon1A response icon1
Longbridge Dolphin Research·Oct 15TSMC Eats the Pie but Refuses to Draw One2‑nm Ramp Drags Margin While Revenue Mix ImprovesA response icon1A response icon1
