TSMC Reports Third Quarter EPS of NT$29.43
The chipmaker reported record quarterly revenue and net income as AI processor demand remained strong.
TL;DR
- Taiwan Semiconductor Manufacturing Co. reported third-quarter revenue of NT$1,494.24 billion and net income of NT$763.06 billion.
- Net income rose 68.7% year over year, while diluted earnings per share reached NT$29.43, according to the company’s release.
- TSMC forecast fourth-quarter revenue of US$52.3 billion to US$54.3 billion; the results document demand but do not settle how long current AI-related orders will persist.
Taiwan Semiconductor Manufacturing Co. reported consolidated third-quarter revenue of NT$1,494.24 billion and net income of NT$763.06 billion for the quarter ended September 30, 2026. Diluted earnings per share were NT$29.43, the company said in its earnings release. [1]
Net income increased 68.7% from a year earlier, while revenue rose 50.9%, according to the company’s quarterly management report. Reuters reported that the profit exceeded market forecasts and attributed the result to demand for AI processors. [1] [2]
TSMC forecast fourth-quarter revenue of US$52.3 billion to US$54.3 billion in its report. The company also said its third-quarter gross margin was 66.4%, compared with 59.5% in the same quarter a year earlier. [1]
The release shows continued growth in the world’s largest contract chipmaker during a period when data-center and AI-related semiconductor demand is driving investment. The outlook is company guidance, however, and does not establish whether demand or margins will hold at the same level in later quarters. [1] [2]
Why it matters
TSMC’s results provide a direct operating measure of demand behind the AI hardware buildout. The record quarter and forward revenue range contrast with same-day market volatility around AI financing and valuations, showing that strong reported orders and investor concerns can coexist; neither establishes future returns.
Editor's note
Added in the 19:00 KST merge. Financial figures and outlook are from TSMC’s official report; Reuters provides independent coverage and forecast context. No investment recommendation is made.