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投資理財，股市分享
PLAYIO_VETERANLv.30
老馬識途
Key Focus Points for TSMC's Earnings Call on 10/15
1. Revenue outlook and Q3 gross margin performance 2. Advanced process progress and price increase extent 3. Advanced packaging and CoWoS capacity 4. Capital expenditure scale 5. Overseas expansion and collaboration rumors
2026.10.13 AM 8:54 (Modified) · View Count 11
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Lv.1
墨墨
The points you've summarized are very accurate. The trends in advanced manufacturing processes and production capacity are indeed key drivers of market sentiment. Facing such a crucial earnings call, what are your thoughts on subsequent capital allocation?
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NORMIE
Lv.71
beckylin
Thanks for sharing
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PLAYIO_VETERAN
Lv.71
討厭鬼
Learned something new.
1