TSMC reported its sixth consecutive quarter of record net profit on October 15, 2026. Third-quarter net profit reached NT 763.1 billion, or approximately $23.6 billion, marking a 68.7% increase compared to the previous year.
Revenue for the quarter rose to NT 1.494 trillion, or about $46.7 billion, representing a 50.9% year-over-year growth. Advanced process technologies contributed 79% of the total wafer revenue during this period.
The company raised its full-year 2026 revenue growth outlook to 44% in US dollar terms. For the fourth quarter, TSMC projects revenue between $52.3 billion and $54.3 billion, indicating potential year-over-year growth of 55% to 61%.
Capital expenditure for 2026 remains projected at $60 billion to $64 billion. TSMC has increased its total investment commitment to US facilities to $265 billion, which includes an additional $100 billion for Arizona operations.
TSMC currently holds a market capitalization near $2 trillion. While AI demand remains robust, management noted potential risks from macroeconomic uncertainties and possible fluctuations in consumer electronics spending.
