The results mark the sixth consecutive quarter of record gains driven by AI chip demand, pushing revenue for the first nine months of 2026 to NT$3.90 trillion, already surpassing the NT$3.81 trillion earned in all of 2025. September sales rose 54.6% year over year to $16.06 billion, nearly offsetting typical seasonal declines. Morgan Stanley expects the firm to raise its full year growth forecast to the low to mid 40% range.
Tuesday, October 20, 2026
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TSMC Reports 6th Straight Record Quarter on AI Boom
Earnings6 days ago
Taiwan Semiconductor Manufacturing Co. posted a net income of NT$763.1 billion for the most recent three month period, beating consensus estimates of NT$746.3 billion. Revenue for the quarter reached $46.72 billion, which topped the company's internal guidance of $44.6 billion to $45.8 billion and analyst projections of $45.7 billion. Adjusted earnings per share were $4.60 against an expected $4.52, and the operating margin of 58.7% exceeded the guided range of 56% to 58%.
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