TSMC posts $46.72 billion Q3 2026 revenue, up 41.2% as AI demand keeps climbing

Taiwan Semiconductor Manufacturing Company reported third-quarter 2026 revenue of $46.72 billion on October 15, a 41.2% jump from the same quarter last year. The numbers, line by line In its home currency, TSMC brought in consolidated revenue of NT$1,494.24 billion. That figure is up 50.9% year over year and 17.6% from the previous quarter. Measured in US dollars, revenue climbed 41.2% year over year and 16.2% quarter over quarter. Net income reached NT$763.06 billion, up 68.7% year over year and 8.0% from the prior quarter. Diluted earnings per share came in at NT$29.43, also up 68.7% from a year earlier. For holders of TSMC’s American depositary receipts, that works out to $4.60 per ADR. Wall Street had expected net income of NT$746.3 billion. Margins were the real eye-opener: Gross margin: 66.4% Operating margin: 58.7% Net margin: 51.1% All three came in ahead of the company’s earlier guidance and analyst estimates. Where the money is coming from Chips built on process nodes of 7 nanometers and below made up 79% of TSMC’s wafer revenue in the quarter. Here is how the advanced share split out: 3nm: 33% of wafer revenue 5nm: 28% 7nm: 10% 2nm: 8% By platform, high-performance compu...