TSMC, the world’s largest contract chipmaker, posted a record third-quarter net profit for a sixth straight quarter, with profit rising 68.7 percent from a year earlier to NT$763.1 billion, ahead of the NT$746.34 billion LSEG SmartEstimate, on revenue of NT$1.49 trillion, or $46.36 billion, against NT$1.47 trillion expected. September revenue had already risen 54.6 percent from a year earlier to NT$511.86 billion, and the company in July outlined a total planned investment of $265 billion in Arizona, with a further expansion in Texas reportedly under evaluation. Guidance for the fourth quarter, due on the earnings call later on Thursday, is the remaining test of whether AI chip demand holds its pace into 2027.
TSMC posts sixth straight record profit on AI demand
TSMC reported third-quarter net profit of NT$763.1 billion, up 68.7 percent from a year earlier and a record for a sixth straight quarter, on revenue of NT$1.49 trillion, with both figures ahead of LSEG SmartEstimates.
Why it matters: The foundry that makes most of the world's advanced AI chips is still converting the data centre buildout into record earnings at the moment credit markets are starting to charge the buildout's borrowers more, a split the morning call on guidance and capital spending will test.
Data as of Thursday, October 15, 2026, overnight Toronto time, ahead of TSMC's earnings call. Figures are CNBC's report of the results against LSEG SmartEstimates, opened and read in full in syndicated copy, with Investing.com reporting the same 69 percent profit jump. Fourth-quarter guidance had not been given at write time. Developing item, 2 to 3 sentences by design.
Sources
- TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom · CNBC · 2026-10-15
- TSMC Q3 profit jumps 69% to record, beating expectations · Investing.com · 2026-10-15