By Unknown
Publication Date: 2026-10-11 08:06:00
Key Points
Taiwan Semiconductor guided for third-quarter revenue of $44.6 billion to $45.8 billion.
TSMC’s revenue from high-performance computing climbed 20% from the first quarter to the second.
TSMC doesn’t say how much of its revenue comes from Nvidia.
Nvidia(NASDAQ:NVDA) likely won’t post its fiscal third-quarter results until November. Last year, the artificial intelligence (AI) chip leader put out the same quarter’s numbers on Nov. 19.
But investors will see the demand behind that quarter long before then. Taiwan Semiconductor Manufacturing(NYSE:TSM), which makes Nvidia’s chips, reports its third-quarter results on Thursday, Oct. 15. And TSMC’s quarter ran from July through September, covering around two of the three months in Nvidia’s fiscal quarter, which closes in late October.
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TSMC has guided for third-quarter revenue of $44.6 billion to $45.8 billion. At the midpoint, that would be 12% higher than the second quarter and 37% more than a year before.
I think it’s the best early look investors will have at Nvidia’s next quarter. But it covers the whole AI chip market, not just Nvidia, and that limits what it can show.
Image source: TSMC.
A head start
Nvidia’s annual report says it uses foundries like TSMC and…
