TSMC reported third-quarter 2026 revenue of NT 1.49 trillion, equivalent to approximately $46.71 billion. This result represents a 50% increase year-over-year and exceeds the company's previous guidance of $44.6 billion to $45.8 billion.
The company expects a net profit of around NT 740.8 billion for the third quarter, marking its sixth consecutive record-breaking quarter. This follows a second-quarter 2026 net profit of NT 706.6 billion, which was a 77% increase from the previous year.
Revenue for the first nine months of 2026 reached NT 3.90 trillion, a 41.1% rise compared to the same period in 2025. Driven by this performance, TSMC has raised its full-year 2026 revenue growth outlook to slightly above 40% in US dollar terms.
High-performance computing and AI chips generated 66% of revenue in the second quarter, while advanced process nodes of 7nm and smaller accounted for 77% of wafer revenue. The company plans to increase capital expenditure to support expansion in Taiwan and Arizona.
