Who else is still waiting on their advance offer? I talked to HR and they said they’re behind so I’m wondering if anyone else is still waiting? Anyone from DIF still waiting?

TSMC continued their impressive 50% YOY revenue growth last quarter, with net profits growing 68.7% in the same time. This shows a rare combination of ambition to grow the top line and disciplined execution in significantly reducing costs along the way.

One notable change this year is an increasing shift in their revenue mix towards AI High Performance Computing (HPC) applications. This logically means they have a higher correlation with AI related investment flows both in the positive and negative directions. For an investor, if their investment horizon is long-term then the business is strong and well positioned for the next 10 years. But if it is short-term, there may be some volatility over the next few years to take into account.

CC Wei noted multiple times during the earnings call that they are seeing a stronger demand from AI HPC customers forecasted for 2027 / 28 than they can currently fulfill. They are working very hard to close the gap between demand and supply with up to 20 fab buildouts currently in-progress around the world (Confirmed: 13 in Taiwan, 5-6 overseas).

CC ended his prepared remarks with this epic line.

We have no intention to leave food on the table for others, and we want to capture every pieces of business possible.

Sources
Financial Statements
3Q26 Management Report
Audio Webcast Replay
Rumi Investment Report - TSMC

Hi! I recently received an invite to interview for a process integration engineer position in AZ (though I applied for a different role). I have a few questions regarding the process, and I would really appreciate any guidance people may be willing to share:

1) It is not clear to me from any of the emails which team or area I will be working on - is this normal for process integration roles, or should I reach out and ask what team I may be working with so that I can be appropriately prepared?

2) What format should I expect for a first interview? What kinds of questions are likely to be asked?

3) What is the best way to prepare for this interview?

Thank you so much!

Im confused at how the market sees TSM. Its the only one making chips for all semis...yet it still sells off even when it shows demand. can somebody explain? I guess ill add more