TSMC Reports Oct. 15: Early Insight into Nvidia’s Next Quarter
Taiwan Semiconductor Manufacturing Company (TSM) will report its third-quarter results on October 15, offering early insight into the demand for artificial intelligence chips before Nvidia's fiscal Q3 earnings in November. TSMC produces many of Nvidia’s AI chips and uses CoWoS technology critical to their design. The foundry has guided for $44.6 billion to $45.8 billion in revenue — a 12% increase from its second quarter and up 37% year-over-year. TSMC's high-performance computing (HPC) segment, which includes AI chips, grew significantly between Q1 and Q2 of this year. This aligns with Nvidia’s own data center growth in the same period. However, TSMC does not disclose how much revenue comes specifically from Nvidia; it only lists its largest customer as “Customer A.” TSMC's results will provide a broader view of AI chip demand but won’t reveal pricing or gross margin details specific to Nvidia’s business. Investors should focus on HPC segment growth and packaging capacity, which has been constrained and may affect future performance.
Topics: AI chips foundry services Nvidia semiconductors TSMC