TSMC reported third-quarter 2026 revenue of $46.72 billion, marking a 41.2% increase compared to the same period last year. In local currency, the company generated NTD 1,494.24 billion, reflecting a 50.9% year-over-year growth and a 17.6% rise from the previous quarter.
Net income for the quarter reached NTD 763.06 billion, which is a 68.7% increase year-over-year. Diluted earnings per share were reported at NTD 29.43, or $4.60 per American depositary receipt. These results surpassed both the company's internal guidance and analyst projections.
High-performance computing platforms accounted for 68% of total revenue, highlighting the company's reliance on the current AI spending cycle. Chips produced using 7-nanometer processes and smaller contributed 79% of wafer revenue, while 2-nanometer chips represented 8% of the total.
The October 15 report confirms that TSMC has achieved record profits for the sixth consecutive quarter. The company continues to see strong demand for advanced manufacturing nodes and high-performance computing solutions as primary drivers of its financial performance.
