TSMC printed 41% YoY revenue growth, EPS up 68.7%, op margin 58.7%. Q4 guide implies 58% YoY. N2 capacity more than doubles in 2027, plus three new N3 fabs. AI accelerator rev tracking above the mid to high 50s CAGR. Still 18x 2027 earnings. A14 volume production lands 2028.
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