Tech & AIOct 31, 20261 min read

TSMC Delivers Record Q3 Revenue of $46.7B Fueled by Advanced AI Silicon

TSMC reported record third-quarter net revenue of $46.72 billion USD, propelled by high-performance computing and advanced 3nm chip demand, guiding Q4 revenue up to $54.3 billion.

TSMC Posts Record Q3 Revenue on High-Performance Computing and AI Demand

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM / TWSE: 2330) reported consolidated revenue of NT$1,494.24 billion (approximately $46.72 billion USD) for the third quarter of 2026, delivering an EPS of NT$29.43.

Operating Metrics & Growth Drivers

Consolidated Revenue: Net revenue grew past upper-bound guidance to reach $46.72 billion USD.
Advanced Nodes: Revenue from advanced technologies (3nm and 5nm nodes) accounted for the majority of total wafer revenue, driven by smartphone silicon and high-performance computing (HPC) accelerators.
Q4 2026 Guidance: TSMC projected fourth-quarter

EarningsOct 31, 20261 min read

Intel Posts Q3 Revenue of $16.5B as Foundry Restructuring Weighs on Guidance

Intel reported third-quarter revenue of $16.5 billion, up 21% year-over-year, but shares faced pressure over cautious Q4 guidance and ongoing foundry transition costs.

Intel Reports Q3 2026 Revenue of $16.5B Amid Manufacturing Realignment

Intel Corporation (NASDAQ: INTC) reported third-quarter 2026 revenue of $16.5 billion, representing a 21% year-over-year increase, alongside an earnings per share (EPS) of $0.60.

Financial Summary & Market Reaction

Revenue: $16.5 billion, marking 21% growth over Q3 2025.
Segment Performance: Client Computing Group and Data Center & AI saw stabilized demand for current-generation processors.
Stock Reaction: Despite the revenue growth, Intel shares slid sharply following cautious fourth-quarter guidance and the cost overhead associated with ongoing foundry manufacturing restructuring.

Strategic Turnaround

Intel reiterated its focus on executing its advanced process roadmap and cost containment initiatives, seeking to balance capital intensity with long-term foundry competitiveness.

Tech & AIOct 31, 20261 min read

Meta Q3 Ad Revenue Hits $63.1B While AI Capital Expenditures Expand

Meta generated $63.06 billion in Q3 ad revenue, up 26% year-over-year, while total costs rose 68% due to heavy investments in AI computing infrastructure.

Meta Records $63.1B in Ad Revenue as AI Infrastructure CapEx Climbs

Meta Platforms, Inc. (NASDAQ: META) reported third-quarter 2026 financial results, showcasing continued momentum in ad monetization alongside rising infrastructure expenditures.

Financial Summary

Ad Revenue: Advertising revenue reached $63.06 billion, representing a 26% year-over-year increase, bringing Meta's ad revenues within striking distance of search competitors.
Total Revenue & Expenses: Total revenue increased 26% to $64.60 billion, while total costs and expenses rose 68% to $51.61 billion.
Net Income: Net income came in at $9.86 billion, reflecting margin pressure from extensive AI