Samsung and TSMC post record quarterly results as AI chip demand surges
AI Market Summary
Record quarterly results from Samsung and TSMC underscore outsized AI semiconductor demand, reinforcing expectations for sustained strength in advanced logic and memory supply chains. Samsung's sharp profit and revenue beat highlights tight AI-memory dynamics despite weakness in mobile and foundry profitability, while TSMC's revenue growth and guidance beat signal resilient customer capex. Near-term market focus shifts to upcoming divisional detail and full earnings releases.
Impact level
● Medium
Affected assets
NCSKTSMU2USD/USDT+0.18%
AI Insight · NCSKTSMU2USD/USDTAI Insight
▲ Bullish
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Samsung and TSMC posted record third-quarter results, supported by strong demand for AI chips. Samsung said operating profit jumped nearly 800% year on year to $80.2 billion and forecast third-quarter revenue of about $150 billion, both record highs that surpass Nvidia’s latest quarterly operating income record. TSMC reported quarterly earnings of about $47 billion, up 39% year on year, and said revenue for the first nine months of 2026 rose 41.1% to $122 billion.
