TSMC reported record third-quarter revenue of NT$1.49 trillion ($46.7 billion), up 50 percent from NT$989.9 billion a year earlier and ahead of the NT$1.46 trillion LSEG SmartEstimate from 19 analysts. September alone brought in NT$511.86 billion, up 54.6 percent year on year. The company gave no forward guidance in its brief statement, and its Taipei-listed shares closed down 1.35 percent Thursday in the broader risk-off session.
TSMC posts record third-quarter revenue on AI demand
TSMC reported record third-quarter revenue of NT$1.49 trillion ($46.7 billion), up 50 percent from a year earlier and above the NT$1.46 trillion market consensus, on surging AI demand.
Why it matters: The beat, arriving the same day Samsung posted record memory profits, suggests AI chip demand is still accelerating even as equities sell off on rate fears.
Data as of TSMC monthly revenue release, October 8, 2026. Single wire source (Reuters); figures per Reuters calculations and LSEG SmartEstimate. Full Q3 earnings with outlook due next Thursday.
Sources
- TSMC's third-quarter revenue surges to record, beating market forecast · Reuters · 2026-10-08