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Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
What happened
On Amazon's third-quarter 2026 earnings call, AWS reported revenue growth of 39.3% year-over-year in the third quarter of 2026, the cloud unit's fastest pace in nearly five years and its sixth straight quarter of acceleration. Segment sales reached US$46.0 billion, putting AWS at a US$184 billion annualized run rate, and operating income rose 55% to US$17.8 billion. The same call attributed AWS's choice to start selling its own AI chips to TSMC capacity. The source does not state the timing or implementation status of this decision.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
AI chips
AWS自研AI芯片TSMC产能财报云业务
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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