{"id":2821,"date":"2026-10-16T00:45:20","date_gmt":"2026-10-15T15:45:20","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&p=2821"},"modified":"2026-10-16T00:47:07","modified_gmt":"2026-10-15T15:47:07","slug":"2026-10-16-tsmc-quarter-vi","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-16-tsmc-quarter-vi\/","title":{"rendered":"L\u1ee3i nhu\u1eadn qu\u00fd c\u1ee7a TSMC t\u0103ng 68,7%; c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn chi\u1ebfm 79% doanh thu wafer"},"content":{"rendered":"

2026-10-16 00:45:20 KST<\/strong><\/p>\n

TSMC c\u00f4ng b\u1ed1 ng\u00e0y 15 th\u00e1ng 10 r\u1eb1ng l\u1ee3i nhu\u1eadn r\u00f2ng qu\u00fd III n\u0103m 2026 t\u0103ng 68,7% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc.<\/p>\n

\u0110\u00e2y l\u00e0 k\u1ebft qu\u1ea3 h\u1ee3p nh\u1ea5t th\u00e1ng 7\u20139 c\u1ee7a m\u1ed9t c\u00f4ng ty, kh\u00f4ng ph\u1ea3i m\u1ee9c t\u0103ng to\u00e0n th\u1ecb tr\u01b0\u1eddng chip hay th\u01b0\u1edbc \u0111o l\u1ee3i nhu\u1eadn \u0111\u1ea7u t\u01b0 t\u01b0\u01a1ng lai.<\/p>\n

Bao nhi\u00eau v\u00e0 so v\u1edbi th\u1eddi \u0111i\u1ec3m n\u00e0o?<\/h2>\n

Doanh thu qu\u00fd kho\u1ea3ng 1.494,2 t\u1ef7 \u0110\u00e0i t\u1ec7, l\u1ee3i nhu\u1eadn r\u00f2ng kho\u1ea3ng 763,1 t\u1ef7 \u0110\u00e0i t\u1ec7. Doanh thu t\u0103ng 50,9% so v\u1edbi c\u00f9ng qu\u00fd n\u0103m 2025. So v\u1edbi qu\u00fd ngay tr\u01b0\u1edbc \u0111\u00f3, doanh thu t\u0103ng 17,6% v\u00e0 l\u1ee3i nhu\u1eadn r\u00f2ng t\u0103ng 8,0%. V\u00ec v\u1eady, hai m\u1ee9c t\u0103ng l\u1ee3i nhu\u1eadn 68,7% v\u00e0 8,0% tr\u1ea3 l\u1eddi hai c\u00e2u h\u1ecfi kh\u00e1c nhau. Tr\u1ed9n so s\u00e1nh c\u00f9ng k\u1ef3 v\u1edbi so s\u00e1nh li\u1ec1n qu\u00fd s\u1ebd l\u00e0m sai l\u1ec7ch t\u1ed1c \u0111\u1ed9 thay \u0111\u1ed5i.<\/p>\n

T\u1ef7 tr\u1ecdng 8% c\u00f3 ph\u1ea3i l\u00e0 8% s\u1ed1 chip?<\/h2>\n

Theo c\u00f4ng ty, c\u00f4ng ngh\u1ec7 hai nanom\u00e9t t\u1ea1o ra 8% doanh thu wafer, t\u1ee9c c\u00e1c phi\u1ebfn b\u00e1n d\u1eabn. Ba, n\u0103m v\u00e0 b\u1ea3y nanom\u00e9t l\u1ea7n l\u01b0\u1ee3t chi\u1ebfm 33%, 28% v\u00e0 10%. C\u1ed9ng l\u1ea1i, c\u00f4ng ngh\u1ec7 b\u1ea3y nanom\u00e9t v\u00e0 ti\u00ean ti\u1ebfn h\u01a1n chi\u1ebfm 79%. M\u1eabu s\u1ed1 l\u00e0 doanh thu wafer, kh\u00f4ng ph\u1ea3i s\u1ed1 chip s\u1ea3n xu\u1ea5t hay th\u1ecb ph\u1ea7n th\u1ebf gi\u1edbi. T\u00ean quy tr\u00ecnh ch\u1ec9 th\u1ebf h\u1ec7 c\u00f4ng ngh\u1ec7; t\u1ef7 tr\u1ecdng doanh thu kh\u00f4ng t\u00ednh \u0111\u01b0\u1ee3c m\u1ee9c c\u1ea3i thi\u1ec7n hi\u1ec7u n\u0103ng c\u1ee7a t\u1eebng s\u1ea3n ph\u1ea9m.<\/p>\n

\"L\u1ee3i
Minh h\u1ecda gi\u1ea3i th\u00edch do AI t\u1ea1o, kh\u00f4ng ph\u1ea3i \u1ea3nh th\u1eadt hay t\u00e1i hi\u1ec7n ch\u00ednh x\u00e1c c\u00f4ng tr\u00ecnh, quan s\u00e1t ho\u1eb7c th\u00ed nghi\u1ec7m.<\/figcaption><\/figure>\n

B\u00e1o \u0111\u1ed9c l\u1eadp b\u1ed5 sung \u0111i\u1ec1u g\u00ec?<\/h2>\n

Reuters cho bi\u1ebft l\u1ee3i nhu\u1eadn v\u01b0\u1ee3t k\u1ef3 v\u1ecdng th\u1ecb tr\u01b0\u1eddng v\u00e0 n\u00eau nhu c\u1ea7u b\u1ed9 x\u1eed l\u00fd AI l\u00e0m b\u1ed1i c\u1ea3nh. K\u1ebft qu\u1ea3 c\u00f4ng b\u1ed1 kh\u00f4ng t\u00e1ch ri\u00eang m\u1ecdi kho\u1ea3n doanh thu li\u00ean quan \u0111\u1ebfn AI. V\u00ec th\u1ebf kh\u00f4ng th\u1ec3 t\u00ednh to\u00e0n b\u1ed9 m\u1ee9c t\u0103ng doanh s\u1ed1 l\u00e0 t\u00e1c \u0111\u1ed9ng c\u1ee7a ri\u00eang AI. L\u1ee3i nhu\u1eadn c\u1ee7a c\u00f4ng ty v\u00e0 nhu c\u1ea7u to\u00e0n ng\u00e0nh c\u00f3 li\u00ean quan nh\u01b0ng v\u1eabn l\u00e0 hai ch\u1ec9 b\u00e1o kh\u00e1c nhau.<\/p>\n

C\u1ea7n ki\u1ec3m tra g\u00ec \u1edf l\u1ea7n c\u00f4ng b\u1ed1 ti\u1ebfp?<\/h2>\n

D\u1ef1 b\u00e1o qu\u00fd sau kh\u00e1c v\u1edbi k\u1ebft qu\u1ea3 qu\u00fd III \u0111\u00e3 k\u1ebft th\u00fac. T\u1ef7 tr\u1ecdng theo quy tr\u00ecnh v\u00e0 k\u1ebft qu\u1ea3 th\u1ef1c t\u1ebf ti\u1ebfp theo s\u1ebd cho th\u1ea5y nhu c\u1ea7u di\u1ec5n bi\u1ebfn ra sao. H\u1ed3 s\u01a1 SEC c\u00f2n ghi s\u1ed1 li\u1ec7u qu\u00fd III ch\u01b0a \u0111\u01b0\u1ee3c h\u1ed9i \u0111\u1ed3ng qu\u1ea3n tr\u1ecb ph\u00ea duy\u1ec7t. Truy c\u1eadp tr\u1ef1c ti\u1ebfp trang ch\u00ednh th\u1ee9c, SEC v\u00e0 Reuters b\u1ecb h\u1ea1n ch\u1ebf n\u00ean v\u0103n b\u1ea3n do c\u00f4ng c\u1ee5 t\u00ecm ki\u1ebfm cung c\u1ea5p \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ed1i chi\u1ebfu. B\u00e0i kh\u00f4ng d\u1ef1 b\u00e1o gi\u00e1 c\u1ed5 phi\u1ebfu, t\u1ef7 gi\u00e1 v\u00e0 kh\u00f4ng tr\u1ed9n s\u1ed1 quy \u0111\u1ed5i sang ti\u1ec1n t\u1ec7 kh\u00e1c.<\/p>\n

Ngu\u1ed3n g\u1ed1c v\u00e0 ki\u1ec3m ch\u1ee9ng \u0111\u1ed9c l\u1eadp<\/h2>\n

Th\u00f4ng c\u00e1o: k\u1ef3 so s\u00e1nh, doanh thu, l\u1ee3i nhu\u1eadn v\u00e0 wafer; tr\u1ef1c ti\u1ebfp403, \u0111\u1ed1i chi\u1ebfu b\u1ea3n t\u00ecm ki\u1ebfm: TSMC: Third Quarter 2026 release<\/a><\/p>\n

H\u1ed3 s\u01a1 g\u1ed1c: b\u1ea3ng v\u00e0 ch\u00fa th\u00edch h\u1ed9i \u0111\u1ed3ng; tr\u1ef1c ti\u1ebfp403, v\u0103n b\u1ea3n t\u00ecm ki\u1ebfm: SEC: TSMC 3Q26 filed release<\/a><\/p>\n

Tin \u0111\u1ed9c l\u1eadp: l\u1ee3i nhu\u1eadn, k\u1ef3 v\u1ecdng v\u00e0 AI; tr\u1ef1c ti\u1ebfp403, \u0111\u1ed1i chi\u1ebfu to\u00e0n v\u0103n t\u00ecm ki\u1ebfm: Reuters: Wen-Yee Lee and Ben Blanchard, 15 October 2026<\/a><\/p>\n

\u0110\u1ecdc b\u1eb1ng ng\u00f4n ng\u1eef kh\u00e1c<\/h2>\n

\ud55c\uad6d\uc5b4<\/a> \u00b7 English<\/a> \u00b7 Espa\u00f1ol<\/a> \u00b7 \u65e5\u672c\u8a9e<\/a> \u00b7 Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Th\u00f4ng b\u00e1o ng\u00e0y 15 th\u00e1ng 10 n\u00f3i v\u1ec1 th\u00e1ng 7\u20139. T\u0103ng tr\u01b0\u1edfng l\u1ee3i nhu\u1eadn v\u00e0 t\u1ef7 tr\u1ecdng quy tr\u00ecnh kh\u00f4ng ph\u1ea3i t\u0103ng tr\u01b0\u1edfng to\u00e0n th\u1ecb tr\u01b0\u1eddng chip.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2821","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2821","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}