Semiconductor equipment manufacturer
Appears in 4 stories · Last updated Nov 2, 2026
Q4 2025 revenue €32.7B, 2026 guidance €34-39B, backlog €38.8B through 2027
TSMC makes over 90% of the world's most advanced chips, the processors that power AI systems from Nvidia, Apple, and others. In 2026, the company raised its capital spending budget to $60-64 billion, up from $52-56 billion planned in January. It posted record profits in each of the first two quarters and again in Q3, when net profit jumped 69% year over year. On October 15 it said it will build another 3nm fab in Tainan, with production set for the first half of 2028.
Updated Nov 2
Dutch chip equipment maker with record sales
Q3 earnings season opened strong for asset managers and some banks. BlackRock pulled in $205 billion in client money, lifting assets to $15.5 trillion, and Morgan Stanley beat estimates with $20.3 billion in revenue. Goldman Sachs posted $18.7 billion in revenue, a blowout, according to Fortune.
Updated Nov 1
As of August 2026: Independent signal on the same demand cycle
Applied Materials makes the machines that build chips. On August 13, the company said its equipment business should grow more than 30% in 2026, and its advanced-packaging business more than 50%, both tied to demand for artificial-intelligence chips.
Updated Aug 13
As of May 2026: Barred from selling advanced lithography systems to Chinese customers
In May 2019, the United States placed Huawei, the world's largest telecom equipment maker, on an export blacklist, cutting the company off from American chips, software, and chipmaking tools. Seven years later, Huawei launched its Mate 80 Pro smartphone globally from Madrid, powered entirely by a processor designed in-house and made by China's largest chipmaker using equipment the US tried to deny.
Updated May 29
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