TSMC Posts Record Q3 Revenue, Beating Guidance on AI Chip Demand
📊 TSMC reported record revenue of NT$1.494 trillion in Q3 2026, up 17.6% quarter-over-quarter and approximately 50.9% year-over-year. The result exceeded the upper end of the company's previous guidance by around 2%.
💻 September revenue reached NT$511.86 billion, rising 54.6% year-over-year but slipping 0.6% from August. This marked the second consecutive month with revenue above NT$500 billion, reflecting sustained business momentum.
🔹 Demand for AI chips and preparations for new smartphone launches continue to be viewed by analysts as key growth drivers.
🔎 TSMC is scheduled to release its detailed financial results on October 15. Investors will focus on Q4 revenue guidance, profit margins, and capacity expansion plans to assess the sustainability of its growth.
#TSMC $TSMB
📊 TSMC reported record revenue of NT$1.494 trillion in Q3 2026, up 17.6% quarter-over-quarter and approximately 50.9% year-over-year. The result exceeded the upper end of the company's previous guidance by around 2%.
💻 September revenue reached NT$511.86 billion, rising 54.6% year-over-year but slipping 0.6% from August. This marked the second consecutive month with revenue above NT$500 billion, reflecting sustained business momentum.
🔹 Demand for AI chips and preparations for new smartphone launches continue to be viewed by analysts as key growth drivers.
🔎 TSMC is scheduled to release its detailed financial results on October 15. Investors will focus on Q4 revenue guidance, profit margins, and capacity expansion plans to assess the sustainability of its growth.
#TSMC $TSMB