MarketBeat
29 Oct 2026, 04:05 UTC · 2h ago
Everspin Tech Q3 Earnings Call Highlights
Impact · against what's priced in
Everspin reported record revenue and positive Q4 guidance, but the impact is tempered by significant litigation costs and an unresolved export-control fine. For TSMC, the mention of the 16nm roadmap is immaterial as it represents a negligible fraction of their total foundry volume.
- TSM+0.00
Doesn't touch the price's assumptions
- The price assumes
Revenue growth of roughly 19% annually over the next decade
Everspin's use of TSMC's 16nm process for a specific product prototype is insignificant relative to the massive AI-driven volumes and advanced node demand the market is currently pricing.
What TSM's price assumes · Sep 3
