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TSMC Posts Record Q3 Profit of NT$763 Billion, EPS Hits NT$29.43
Electronic Technology · Semiconductors · economic_daily · 2026-10-15
TSMC reported record-breaking Q3 results driven by robust AI and HPC demand, with net income reaching NT$763 billion and advanced nodes accounting for 79% of revenue.
What Happened
Record Financial Performance: TSMC reported a record-breaking third quarter with consolidated revenue reaching NT$1.49 trillion and net income hitting NT$763 billion. The company’s earnings per share (EPS) reached NT$29.43, reflecting strong operational efficiency and market dominance.
Advanced Process Dominance: Revenue from 7nm and more advanced process technologies accounted for 79% of total wafer sales. The 3nm process emerged as the largest revenue contributor at 33%, underscoring the heavy reliance on TSMC's cutting-edge nodes for AI and high-performance computing applications.
Profitability and Margins: The company maintained a gross margin of 66.4%, aligning with its previous guidance despite increased costs from overseas expansion and R&D. Operating margins exceeded the upper end of initial estimates, highlighting the company's ability to optimize product mix effectively.
Future Outlook: Investors are closely watching the company's Q4 guidance, specifically regarding AI demand sustainability and the production ramp-up of the 2nm process. Future capital expenditure plans and advanced packaging capacity expansion remain key focus areas for analysts.
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