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TSMC Posts Record Q3 Profit as Revenue Soars 50%

By Drooid · Oct 15, 2026, 2:20 PM UTC · How we work

Summary

Story summary

TSMC posted a record third-quarter net profit of NT$763.1 billion, up 68.7% YoY.
Revenue reached NT$1.49 trillion, a 50% year-on-year increase.
Operating margin rose to 58.7%, surpassing the 56-58% guidance range.
TSMC forecast fourth-quarter revenue of $52.3 billion to $54.3 billion, a 14% sequential rise.
The company completed its second Arizona fab and expects mass production to start in the third quarter of 2027.

History

Historical Context

In 1987 Morris Chang launched TSMC as the world’s first dedicated semiconductor foundry, sparking Taiwan’s chip boom and leading to a 1997 NYSE IPO that raised about $1.5 billion. The company’s 30% global foundry share by 2000 grew to roughly 70% by 2026, prompting Intel’s 2022 U.S. fab push and the U.S. CHIPS Act subsidies for TSMC’s Arizona “gigafab” expansion.

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Story summary

TSMC posted a record third-quarter net profit of NT$763.1 billion, up 68.7% YoY.
Revenue reached NT$1.49 trillion, a 50% year-on-year increase.
Operating margin rose to 58.7%, surpassing the 56-58% guidance range.
TSMC forecast fourth-quarter revenue of $52.3 billion to $54.3 billion, a 14% sequential rise.
The company completed its second Arizona fab and expects mass production to start in the third quarter of 2027.

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