Taiwan Semiconductor Manufacturing Company Limited

(New York Stock Exchange)
Very Bullish +85

TSMC revenue hits record NT$1.49 trillion - technode.global

πŸ“ˆ TSMC generated record Q3 2026 revenue of NT$1.49 trillion ($46.71 billion), surpassing analyst consensus estimates and prior guidance.

πŸš€ Quarterly revenue surged 50 percent year-over-year to NT$1.49 trillion, driven by robust demand for AI system chips.

πŸ“Š Nine-month revenue for 2026 reached NT$3.89873 trillion, reflecting a 41.1 percent increase from the same period in 2025.

πŸ’» September monthly sales totaled NT$511.86 billion, remaining 54.6 percent higher than September 2025 despite a slight sequential dip.

🏭 TSMC continues to expand advanced packaging capacity in Taiwan and other markets to support AI accelerator production.

🀝 The company manufactures processors for major technology giants including Nvidia and Apple, leveraging its leading-edge logic capabilities.

πŸ“… Full Q3 earnings results with profit margins and updated guidance are expected upon the October 15 release.

πŸ”­ Analysts project third-quarter net profit of NT$740.8 billion, representing a 64 percent increase from the prior year.

🌏 TSMC's production footprint spans advanced logic chips and mature processes to serve diverse end markets including automotive and smartphones.

Full Analysis
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record revenue of NT$1.49 trillion ($46.71 billion) for the third quarter of 2026, significantly exceeding market expectations and its own prior guidance. The quarterly result represented a 50 percent year-over-year increase compared to NT$989.92 billion in the same period last year, driven primarily by surging demand for chips used in artificial intelligence systems. Consolidated monthly sales for September stood at NT$511.86 billion, which was slightly lower than August but still 54.6 percent higher than September 2025. For the first nine months of 2026, total revenue reached NT$3.89873 trillion, marking a substantial 41.1 percent expansion from the corresponding period in 2025 despite a minor easing in September's performance. The company, the world's largest contract chipmaker serving major clients like Nvidia and Apple, is scheduled to release its full earnings report on October 15. While the current monthly disclosures provided only revenue figures, analysts project third-quarter net profit of NT$740.8 billion, a 64 percent increase from a year earlier, pending the official full earnings release which will detail margins and future outlook. TSMC's growth is underpinned by its strategic expansion in advanced packaging operations and leading-edge manufacturing capacity required for AI accelerators and high-performance computing. The company continues to invest in production footprint across Taiwan and other markets to meet customer needs for integrated manufacturing services as the industry cycle expands.