#semiconductors

Semiconductors

Chip industry earnings, foundry and fab economics, and semiconductor supply chains

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October 20, 202615 min read

ASML Q3 2026 Earnings: €4.96B Profit on Record €11.7B Sales as Demand Outruns Supply Into 2028

ASML Q3 2026: €11.66B sales (+55%) at a 57.5% gross margin and €4.96B net income; planned 2027–2028 supply won't meet demand.

Mike Thrift

asmlopen-ledgerfinancial-analysis

October 20, 202613 min read

TSMC Q3 2026 Earnings: NT$763B Profit at a 51% Margin as 2nm Hits 8% of Wafer Revenue

TSMC Q3 2026: NT$763B net income (+69%) at a 51% margin on NT$1.49T revenue, with 2nm at 8% of wafer revenue.

Mike Thrift

tsmcopen-ledgerfinancial-analysis

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