Market Flux Event
TSMC Posts Record Q3 Profit for Sixth Straight Quarter as AI Demand Surges 69%
Read this in the Market Flux appTaiwan Semiconductor Manufacturing Co. reported third-quarter net profit of NT$763.1 billion, a 69% jump from a year earlier, marking a sixth consecutive quarter of record earnings. Revenue came in at NT$1.49 trillion (approximately $46.36 billion), also a record, and both figures beat analyst expectations compiled by LSEG SmartEstimates, which had forecast NT$746.34 billion in net income and NT$1.47 trillion in revenue.
The results were driven by robust and accelerating global demand for AI infrastructure chips, defying market concerns that investment in the sector might be approaching its peak. TSMC counts Nvidia and Apple among its key customers, and the company's nine-month revenue through September 2026 totaled NT$3.9 trillion, up 41.1% from the same period in 2025.
The back-to-back record quarters reinforce TSMC's position as the world's dominant contract chipmaker and signal that orders tied to AI data center buildouts remain strong heading into the final quarter of 2026.
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- LiveSquawkTSMC: Q3 Net Profit T$763.1B (est T$746.3B)
- CnbcTSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
- FaststocknewssTSMC $TSM Q3 NET INCOME RISES 68.7% TO A RECORD NT$763.1B, BEATS ESTIMATES • Revenue: NT$1.49T ($46.36B) vs NT$1.47T est, beat • Net income: NT$763.1B vs NT$746.34B est, beat • September revenue: NT$511.86B, +54.6% from a year earlier It is the sixth straight quarter of record net profit, per CNBC.
- WsjAI Demand Extends TSMC’s Record Earnings Streak
- WallstengineTSMC $TSM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $46.72B (Est. $44.93B) 🟢; +41.2% YoY 🔹 EPS: $4.60 (Est. $4.48) 🟢; per ADR 🔹 Gross Margin: 66.4% (Est. 66.3%) 🟡 🔹 Oper Margin: 58.7% (Est. 57.7%) 🟢 🔹 Net Income: NT$763.06B (Est. NT$737.9B) 🟢 🔹 Net Profit Margin: 51.1% Revenue by Platform: 🔹 HPC: 68%; +22% QoQ 🔹 Smartphone: 21%; +10% QoQ 🔹 IoT: 4%; +5% QoQ 🔹 Automotive: 4%; +23% QoQ 🔹 DCE: 1%; -12% QoQ 🔹 Others: 2%; -10% QoQ Technology Mix (Wafer Revenue): 🔹 2nm: 8% 🔹 3nm: 33% 🔹 5nm: 28% 🔹 7nm: 10% 🔹 7nm and below: 79% Other Q3 Metrics: 🔹 Wafer Shipments: 4,476 Kpcs; +9.6% YoY 🔹 North America: 79% of revenue 🔹 ROE: 45.5% 🔹 OpEx: 7.8% of revenue 🔹 Inventory Days: 82; -5 days QoQ 🔹 CapEx: $13.84B; $40.64B YTD 🔹 Free Cash Flow: NT$476.56B Key Updates: 🔸 Gross margin was 1.3 ppts lower than 2Q26, primarily due to the margin dilution from the initial ramp-up of N2 technology. 🔸 Non-operating items were a gain of NT$34.59B, vs NT$95.83B in 2Q26, which included disposal and mark-to-market gains on VIS shares. 🔸 Diluted EPS NT$29.43 (+68.7% YoY); revenue NT$1,494.24B (+50.9% YoY)
- Unusual_WhalesBREAKING: TSMC reported third-quarter net profit of NT$763.1 billion, up 68.7% from a year earlier. TSMC’s third-quarter operating margin came in at 58.7%, exceeding the guidance of 58% The company’s free cash flow surged to NT$476.56 billion, from NT$139.38 billion a year ago
- Crypto BriefingTSMC posts $46.72 billion Q3 2026 revenue, up 41.2% as AI demand keeps climbing
- ReutersTSMC forecasts increase in Q4 revenue after posting sixth straight quarter of record profit