TSMC profit rises 68.7% as fourth-quarter revenue outlook climbs
TSMC reported third-quarter net income of NT$763.06 billion, up 68.7% from a year earlier. Its fourth-quarter revenue forecast of US$52.3 billion to US$54.3 billion points to further growth from the latest quarter.[1]
The figures behind the result
For the quarter ended September 30, revenue reached US$46.72 billion, up 41.2% year over year. Diluted earnings were NT$29.43 per share, or US$4.60 per ADR unit. Gross margin was 66.4%. The consolidated results follow Taiwan IFRS accounting standards.[1]
Currency matters: revenue grew 50.9% in Taiwan dollars, compared with 41.2% in US dollars. Those are two presentations of the same quarter, rather than competing growth figures.[1]
What matters for TSM investors
Analysis.The outlook shifts attention from the quarter just reported to delivery in the next one. Revenue guidance exceeds the latest result, but remains a forecast. Investors will need to assess whether that growth translates into sustained profitability; a strong earnings report alone does not establish an attractive share valuation.[1]
Sources
- 1.TSMC October 15 earnings releaseOct 15, 2026
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