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TSMC Q3 revenue jumps 30% on AI-fueled chip demand, beats forecasts

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TSMC, the world’s largest contract chipmaker, posted a 30% year-on-year surge in third-quarter revenue, driven by the global boom in artificial intelligence demand. The company’s performance outpaced analyst expectations, reaffirming its dominance in the semiconductor supply chain that powers AI leaders like Nvidia and Apple.

Revenue for the July–September period reached T$989.92 billion ($32.47 billion), surpassing the T$973.26 billion consensus estimate from 22 analysts compiled by LSEG SmartEstimate. The figure landed in the midpoint of TSMC’s July guidance of $31.8 billion–$33 billion, according to its previous earnings call.

The strong result underscores how AI-related chip demand is offsetting slower sales of consumer electronics such as smartphones and tablets. TSMC’s cutting-edge chips are essential for powering advanced AI systems and high-performance computing, both of which have fueled a new growth cycle for the company.

TSMC’s Taipei-listed shares have climbed 34% year-to-date, outpacing the broader Taiwan index’s 18.5% gain. Analysts expect the company’s October 16 earnings report to include a revised full-year outlook, likely reflecting continued AI-driven momentum.

The upbeat results mirror a wider surge across Taiwan’s tech sector: Foxconn, Nvidia’s largest server manufacturer, also posted record-high third-quarter revenue, signaling sustained strength in the AI hardware supply chain.

BlackBerry Lifts Revenue Forecast on Strong Cybersecurity Demand

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BlackBerry raised its fiscal 2026 revenue forecast on Thursday, citing robust demand for its cybersecurity software as businesses step up defenses against rising cyber threats fueled by advances in artificial intelligence.

The Canadian company now expects annual revenue of $519 million to $541 million, up from its previous range of $508 million to $538 million.

BlackBerry reported second-quarter revenue of $129.6 million, topping analysts’ estimates of $122.1 million, according to LSEG data. The company also posted earnings of 2 cents per share, compared with a loss of 3 cents a year earlier.

Enterprises have been investing heavily in cybersecurity software to protect digital infrastructure as hackers exploit new vulnerabilities. This trend has helped BlackBerry’s software business remain resilient even amid a challenging tech spending environment.

Following the announcement, BlackBerry’s U.S.-listed shares rose about 2% in premarket trading.

GameStop Q2 Revenue Jumps on Hardware and Collectibles Boom

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GameStop (GME.N) reported a sharp rise in second-quarter revenue, driven by strong hardware sales and surging demand in its collectibles business, as the videogame retailer continues to adapt to digital transformation and competition from e-commerce giants.

Key Financials

  • Total Revenue: $972.2 million (up from $798.3 million a year ago).

  • Hardware & Accessories Sales: +31% to $592.1 million.

  • Collectibles Sales: +63% year-on-year.

  • Net Income: $168.6 million (vs. $14.8 million last year).

  • Shares: Rose about 4% in extended trading.

Growth Drivers

  • Exclusive partnerships: Selling special editions and merchandise tied to major releases, such as Take-Two’s Borderlands 4.

  • Gaming cycle boost: Strong slate of new releases and demand for Nintendo’s Switch 2, PlayStation 5, and Xbox Series X/S.

  • Collectibles strategy: Leveraging apparel, accessories, and exclusive items to attract core fans.

Strategic Moves

  • Digital pivot: Investing in digital storefronts to compete with Amazon and other e-commerce platforms.

  • Restructuring: Closing hundreds of stores to streamline operations and improve profitability.

  • Crypto play: Monetizing bitcoin positions held on its balance sheet.

Outlook

GameStop’s stronger-than-expected quarter highlights the resilience of its hardware and collectibles businesses and the potential upside of its digital-first strategy, though competition remains intense in gaming retail.