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Summary
Taiwan Semiconductor Manufacturing (TSM) reported Q3 2026 revenue of NT$1.49 trillion, up 50% year over year and above the NT$1.46 trillion analyst estimate, per Investing.com.
Investing.com attributed the result to surging demand for artificial intelligence applications.
TSMC supplies Nvidia and Apple, so its sales are a closely watched read on AI chip demand.
Gotrade News - Taiwan Semiconductor Manufacturing (TSM) posted third-quarter 2026 revenue of NT$1.49 trillion, about $46.71 billion, up 50% from a year earlier and above the NT$1.46 trillion analysts expected.
Per Investing.com, the quarterly figure compares with an LSEG SmartEstimate of NT$1.46 trillion drawn from 19 analysts. The dollar figure is converted at 31.9020 Taiwan dollars per US dollar.
Regular-session close on October 7, 2026, New York time. Prices and changes: Yahoo Finance, cross-checked against Nasdaq's official close. Market cap: Nasdaq, as of October 8, 2026.
TSMC Guided Q3 Revenue to $44.6 Billion to $45.8 Billion
Going into the quarter, TSMC had guided third-quarter revenue to between $44.6 billion and $45.8 billion, based on an exchange rate of NT$32 to the US dollar, as reported by Focus Taiwan.
The same report said the company expects 2026 revenue growth of slightly more than 40% and plans capital expenditure of $60 billion to $64 billion this year.
Revenue for January through August totaled NT$3,386.87 billion, an increase of 39.3% from the same period in 2025.
Why Did TSMC Revenue Jump 50%?
AI is the main engine. Investing.com attributed the third-quarter beat to surging demand for artificial intelligence applications.
Smartphones added to it. Per Focus Taiwan, strong AI-related demand, coupled with growing orders tied to new smartphone launches, drove the record August revenue.
Analysts cited in that report said combined July and August revenue of NT$982.386 billion positioned TSMC to meet or exceed its third-quarter guidance.
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Gotrade is the trading name of Gotrade Securities Inc., which is registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
M. Alfathan Rahman is a content writer with over 3 years of experience developing digital content strategies across various industries, including fintech. He has experience producing content for tax-related websites and financial education platforms registered with Kominfo (Indonesia's Ministry of Communication and Informatics). His focus areas include data research, and crafting financial articles that are informative, accurate, and accessible to investors of all experience levels.
