TSMC printed US$46.72 billion at 31.98 NT dollars. The exchange rate we said to read first barely moved.
TSMC's third-quarter 6-K puts revenue at NT$1,494.24 billion, exactly the sum of its three monthly reports, and US$46.72 billion at an average rate of 31.98 against an assumed 32. Gross margin 66.4%, operating margin 58.7%, 2nm at 8% of wafer revenue, HPC at 68%, a Q4 guide of US$52.3–54.3 billion and a full-year outlook moved to around 44%. Our twelve pre-print lines read back, plus ASML's Q3, each figure with its accession.