TSMC Hits Record Revenue as Anthropic Cuts AI Model Costs 75%

Thu, Oct 8 ~2 min read ✓ Reviewed by Get AI Decoded Editorial Team

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Record chip demand and lower model pricing show AI economics shifting at both ends of the stack.

🗄️ TSMC posts a $46.7 billion revenue record

Decoded: Taiwan Semiconductor Manufacturing reported record third-quarter revenue of T$1.49 trillion ($46.71 billion), up 50% from a year earlier and above an LSEG analyst estimate of T$1.46 trillion, Reuters reported on Oct. 8. September revenue rose 54.6%, while TSMC remains a major supplier to Nvidia and Apple.

Why it matters: The beat confirms that AI accelerator demand is still converting into foundry revenue. With the shares up 64.5% in 2026 before the report, next-week guidance on margins and capital spending will matter as much as the growth rate.

🤖 Anthropic cuts small-model costs by 75%

Decoded: Anthropic launched Claude Haiku 5.5, its third Claude 5.5 model in a month, Reuters reported on Oct. 7. The company said it costs 75% less than Haiku 4.5 and priced prompts under 100,000 tokens at $0.10 per million input tokens and $0.50 per million output tokens.

Why it matters: Lower inference prices can widen adoption in customer support, voice agents and in-app assistants. The tradeoff is lower revenue per token, so usage growth and operating efficiency will determine whether cheaper models expand margins or simply intensify competition.

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— The Get AI Decoded Team