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Wire · operational-macro

Weekly Recap: Q4 guidance and 3nm foundry for Nvidia NVHBM

26 October 2026 · By · Wire by Fusion42

Published

26 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Taiwan

◆ Source

Read at tradingview.com →

◆ Verified

Fusion42 · 26 October 2026 · Fusion42 review

Taiwan Semiconductor Manufacturing Co. (TSMC) projects strong Q4 revenue and margins while advancing 2nm and 3nm production, including Nvidia NVHBM dies. TSMC is expanding its 3nm foundry capacity with a second Kumamoto plant and is under Pentagon and Elon Musk interest, with ongoing investment in rare-earth-free motor sourcing to reduce reliance on China.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

You must expect growing demand for advanced chips made in Taiwan to shape AI hardware supply. The Pentagon's involvement signals government contracts that could shift your sourcing or partnerships fast.

◆ Coverage

1 source · 26 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorstsmc3nmnvidiafoundry-expansionpentagon-interestsupply-chain