Markets
TSMC’s third quarter, in its own numbers
The foundry reported NT$1,494.24 billion of revenue and NT$29.43 a share for the quarter ended September 30. The fourth-quarter range that follows is management’s outlook, not ours.
· MODEL Editors
Section
Markets
SummaryChips, cloud, and the money behind the buildout. Reporting only. Not investment advice.
Not investment advice.
Markets
Chip stocks fall after the inflation print
The Bureau of Labor Statistics put September inflation at 3.7 percent. CNN’s account of Wednesday’s session has the semiconductor trade down with it.
· MODEL Editors
Markets
Microsoft dates Maia 300 to 2027
The company says the next custom accelerator will be its primary inference system, and that it expects 40 percent more tokens per megawatt than leading GPU systems. Those are Microsoft’s figures.
· MODEL Editors