By Ben Blanchard and Wen-Yee Lee

TAIPEI (Reuters) -TSMC, the world’s largest manufacturer of advanced artificial intelligence chips, is expected to post a 28% jump in third-quarter profit to a record due to the insatiable demand for AI infrastructure, though U.S. tariffs could impact its outlook.

Taiwan Semiconductor Manufacturing Co, the world’s No. 1 contract chipmaker and a key supplier to Nvidia and Apple, is forecast to report a net profit of T$415.4 billion ($13.55 billion) for the three months through September 30, according to an LSEG SmartEstimate compiled from 20 analysts.

SmartEstimates place greater weight on forecasts from analysts who are more consistently accurate.

TSMC has already flagged a market-forecast-beating rise in third-quarter revenue of 30%. Any profit result

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