TSMC: The key player of the AI era delivers sequential double-digit growth in Q3 and finds the annual forecast to be overly conservative.

Taiwan Semiconductor Manufacturing Company (TSM) remains one of the major winners of the AI era. TSMC is the world's leading semiconductor foundry. Its business model is based on manufacturing semiconductor chips according to customer designs using state-of-the-art technology. Through technological leadership in the smallest process nodes, TSMC secures a dominant market position. The management is observing robust AI-related demand while other segments are experiencing a slight recovery. TSMC plans to commence volume production of the 2-nanometer...