NVIDIA and TSMC both posted record revenue, yet their shares fell 4.03% and 5.82% over the past month. NVIDIA reported $96.22B in revenue, up 105.8% year over year, but its supply commitments rose to $279B and days sales outstanding stretched to 60 days from 45. TSMC's revenue reached $46.7B, above the top of its guidance range, though gross margin fell to 66.4% as 2nm grew to 8% of wafer revenue. TSMC's risks sit in its factories and location, with margin dilution from overseas fabs expected to reach 3%-4% in the next few years. TSMC shares are up 40.73% this year, compared with 16.09% for NVIDIA.
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NvidiaTSMCsemiconductorsearnings
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 216.00 |
| Change that session | +2.39% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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