This week, two chipmakers posted record numbers; their shares fell. Aki: by how much? Bolt: Samsung, profit roughly eighty billion dollars, Kospi down two point six. Lord Ozen: records, the boom is endless! Aki: a record was not enough.
Asia's two biggest chipmakers posted blowout numbers, TSMC a record quarter with September revenue up 54.6% and Samsung a quarterly operating profit of about 107.4 trillion won, roughly $80 billion, up from 12.17 trillion a year earlier, and chip stocks fell anyway: Samsung dragged the Kospi down 2.6%, TSMC's US-traded shares fell 3.4%, and Nvidia, Broadcom and Micron lost 2.9%, 4.3% and 4.8%, because a record was not enough to satisfy investors.
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The Digest: Taiwan Semiconductor Beats Revenue Forecast; Rising Oil Prices and Bond Yield Reversals Shake Wall Street
The New York Times Business · Oct 9, 2026
