Taiwan Semiconductor Manufacturing Co. (TSM)

The company now

TSMC reported third-quarter 2026 revenue of NT$1,494.24 billion on 15 October, up 50.9 percent from a year earlier 1. Net income was NT$763.06 billion and diluted earnings per share were NT$29.43 1. In US dollars, revenue was $46.72 billion, up 41.2 percent 1.

Gross margin, the share of revenue left after the cost of making the chips, was 66.4 percent 1. Chips on 7-nanometer and finer processes made up 79 percent of wafer revenue, and the newest 2-nanometer process made up 8 percent 1.

CRNasia reported that high-performance computing, the chips for AI and data centers, was 68 percent of the quarter's revenue 4. Chairman C.C. Wei said demand remained far above what the company could currently supply 4.

The company expects fourth-quarter revenue of US$52.3 billion to US$54.3 billion 1. Wei said full-year 2026 revenue growth should be around 44 percent in US dollars, and that the capital budget stays at US$60 billion to US$64 billion 4.

September revenue was NT$511.86 billion, up 54.6 percent from September 2025 2. The open question is 2027, where Wei said TSMC is being prudent in its planning 4.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.